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Funds in distribution

Restricted Access Area

This area is available only for Swiss Qualified investors.

According to art. 10 para. 3a and b CISA (in conjunction with Article 6 and 6a of the CISO) are considered qualified investors:

Art. 10 Investors [abstract]

  1. Investors are natural and legal persons, as well as general and limited partnerships, which hold units in collective investment schemes.
  2. Collective investment schemes are open to all investors, except where this Act, the fund regulations or the articles of association restrict investor eligibility to qualified investors.
  3. Qualified investors pursuant to this Act specifically include:

a. regulated financial intermediaries such as banks, securities traders, fund management companies and asset managers of collective investment schemes, as well as central banks;
b. regulated insurance institutions;
c. public entities and retirement benefits institutions with professional treasury operations;
d. companies with professional treasury operations;

High-net-worth individuals may declare in writing that they wish to be deemed qualified investors. In addition, the Federal Council may make such persons' suitability as qualified investors dependent on certain conditions, specifically technical qualifications.