Legal & Services

Disclaimer / tax consequences of investment transactions

Investments can lose or gain in value. Past performance is not a guarantee of future performance. Potential investors should also obtain information about the potential tax consequences related to the purchase, ownership and sale of investment products at their place of domicile and seek advice from a tax specialist at their place of domicile. Please also take note of the brochure «Risks Involved in Trading Financial Instruments»​​​​​​​.

The Swiss Financial Services Act (FinSA)

Information for clients of Bellevue Asset Management AG

The Swiss Financial Services Act (FinSA) came into force on 1 January 2020. Its aims include strengthening investor protection and the Swiss financial centre, as well as creating comparable conditions for financial service providers. Most of the provisions will apply from January 2022 following a two-year transition period.

The FinSA essentially contains regulations on the provision of financial services and the offering of financial instruments and is intended to improve investor protection. In terms of content, the FIDLEG is closely aligned with the reforms of EU regulations and mainly covers the following areas:

- Optimisation of investor protection
- Transparency of financial products
- Revision of organisational requirements for the provision of services

FinSA concerns all financial services provided to clients domiciled in Switzerland or to clients abroad from Switzerland.

Bellevue Asset Management AG is a wholly owned subsidiary of Bellevue Group AG. Bellevue Asset Management AG is subject to the Financial Institutions Act (FinIA) and is supervised by the Swiss Financial Market Supervisory Authority (FINMA) as a manager of collective assets of collective investment schemes.

Contact Information Bellevue Asset Management AG

Bellevue Asset Management AG
Seestrasse 16
CH-8700 Küsnacht
Tel. +41 44 267 67 00
Fax +41 44 267 67 01
info(at)bellevue.ch

Contact information FINMA

Swiss Financial Market Supervisory Authority FINMA
Laupenstrasse 27
CH-3003 Bern
Tel. +41 31 327 91 00
Fax: +41 31 327 91 01
info(at)finma.ch

If you are not satisfied with our services, please get in touch with your contact person at Bellevue Asset Management AG. Alternatively, you can contact our Legal & Compliance department. The contact details are as follows:

Bellevue Asset Management AG
Legal & Compliance
Seestrasse 16
CH-8700 Küsnacht
Tel. +41 44 267 67 00
compliance(at)bellevue.ch

If we cannot find an amicable solution, you can contact the Swiss Financial Audit Office (FINOS), to which Bellevue Asset Management has affiliated itself. FINOS is a free and neutral information and mediation agency.

FINOS generally only becomes active after the client has confronted the manager of collective assets with the complaint in writing and the latter has had the opportunity to take a stand.

The contact details of FINOS are as follows:

Finanzombudsstelle Schweiz
Talstrasse 20
CH-8001 Zürich
Tel. domestic: 044 552 08 00
Tel. abroad: +41 44 552 08 00
www.finos.ch / info(at)finos.ch