OpenFunds Investment Services AG

Overview

OpenFunds Investment Services AG is an independent company established under Swiss law, licensed and supervised by the Swiss Financial Market Supervisory Authority (FINMA) as a legal representative and distributor of foreign collective investment schemes for qualified investors. The company operates within the framework of the Swiss Collective Investment Schemes Act (CISA) and offers services such as legal representation and distribution for selected funds catering to qualified investors. OpenFunds maintains a strict focus on delivering high-quality services to its clients, including customized solutions when required. The principals of OpenFunds have many decades of experience in distributing selected funds to networks of qualified investors, predominantly in Switzerland and the Middle East. The company is the largest independent fund distributor in Switzerland, with offices in Zurich, Geneva, and Lugano. OpenFunds acts as a legal representative for foreign collective investment schemes distributed solely to qualified investors. OpenFunds Investment Services AG is committed to protecting client information by handling it responsibly and safeguarding it using appropriate technical, administrative, and physical security measures. The company adheres to the provisions of Articles 8-9 FinSA and 13-14 FINSO, ensuring that clients are informed about the services offered and the associated risks. Clients are considered professional clients and are assumed to have the necessary knowledge and experience to bear the financial risks associated with the financial services provided. If a client does not wish to be treated as a professional client, they should inform the company and sign an opting-in declaration.

Investment Focus

• Qualified Investors
• Professional Clients

Portfolio Companies