Important information
The page that answers, before you invest any time: who this site is for, which jurisdictions we can act in, how clients are classified, and what the risks are. Switzerland has no EU passport for financial services, so where you are resident genuinely changes the answer.
- 01
Who this site is addressed to
The intended audience, stated positively.
- 02
Jurisdictions we accept clients from
The confirmed list, and the excluded jurisdictions. This is a business decision that gates campaign geo-targeting and must be settled before launch.
- 03
US persons
Whether US persons are accepted or excluded, stated plainly either way.
- 04
Client classification
Retail, professional and institutional client categories under FinSA, what each means for the protection you receive, and the opting-out and opting-in mechanics.
- 05
Nature of the services
What advice is provided, on what basis, and what is outside scope.
- 06
Risk warnings
Investment risk, stated adjacent to the relevant claims elsewhere on the site rather than only here.