OpenFunds Investment Services AG is an independent company established under Swiss law, licensed and supervised by the Swiss Financial Market Supervisory Authority (‘FINMA’) as legal representative and as distributor of foreign collective investment schemes for qualified and non-qualified investors. We operate within the framework of the Swiss Collective Investment Schemes Act (CISA) and offer two types of services for funds catering to qualified and non-qualified investors:
Swiss legal representative services
We work with selected funds that have undergone strict due diligence – covering legal, operational and investment criteria – and that cater to qualified and non-qualified investors. We are careful about which funds we represent, and we maintain a strict focus on the delivery of high quality services to our clients. These include customised services if these are required.
Distribution services for selected funds
The principals of OpenFunds have many decades of experience in distributing selected funds to their networks of qualified investors, located predominantly in Switzerland and the Middle East.
OpenFunds is member of the Association of Foreign Banks in Switzerland.