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Carnegie Fund Services

Carnegie Fund Services

Its core business is foreign investment fund representation.

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Full Description

Carnegie Fund Services look to support the development and success of your fund business in Switzerland. They look to reduce your time to market. They endeavour to ensure that your reputation and the authorisation of your fund remain unquestionable at all times.

Their legal responsibility towards your fund is to ensure that all Swiss legal and regulatory obligations are fulfilled in a timely manner and at all times.
Their services include:

Initial applications and drafting of the prospectus for Switzerland, so as to have theSwiss Financial Market Supervisory Authority authorise your fund (and its sub-funds) to be publicly distributed in and from Switzerland.

Transfer of representation to their firm. If you need to change the Swiss representative of your fund, they would be willing to discuss the service you are looking to receive and the transfer of the representation obligations to CFS.

Maintenance of the authorisation. They will advise you which documents and what data have to be filed in which form and when with the Swiss authorities and made available to investors.
Swiss fund market radar. This service provides you with information on the top distributors in Switzerland and will assist you in developing and planning your marketing strategy.
Negotiating and closing of distribution agreements with Swiss distributors in compliance with Swiss laws and regulations.
Reporting to both marketing and compliance staff on the evolution of your distribution network.
Translation of financial documents. Their multilingual team is competent to provide quality translations of all your financial documentation.



11, rue du Général-Dufour Case postale 5842 CH - 1211 Genève 11

Telephone Number:

+41 22 705 11 77