SFP Group

Legal Notices

Information provided – The information provided on this website is for information purposes only and does not constitute an individual investment recommendation or an invitation to buy or sell financial instruments of any kind. Swiss Finance & Property Funds AG and Swiss Finance & Property AG (hereinafter "Swiss Finance & Property") do not provide any consultancy services, in particular with regard to legal and tax advice. The contents accessible on this website are issued by Swiss Finance & Property in Switzerland. All the information is for information purposes only and applies only to investors in Switzerland. The information provided is not intended as investment advice. Interested persons should take advice from a qualified expert before making any investment decision.

Sales restrictions and fund documents – The information on this website should not be considered as a solicitation, offer or recommendation for the purchase or sale of any investment fund or for engagement in other transactions. The information on this website is not intended for use by any persons subject to a jurisdiction that prohibits access to or publication of this website (because of the person’s nationality, residence or other reasons). Access to this website is prohibited to all persons subject to such local restrictions. 

Investments in financial products involve different risks, which also include the potential loss of the capital invested. The price, value and yield of collective capital investments are subject to fluctuations. Past performance is no indicator for future price development and does not offer any guarantee of future success. Swiss Finance & Property does not accept any responsibility for the realisation of the anticipated increase in value. Detailed information on trading in securities and investments in collective capital schemes can be found in the brochure "Special Risks in Securities Trading" published by the Swiss Bankers Association. The sole documentation relevant for an investment decision can be obtained from Swiss Finance & Property.

Interested persons must be aware that the prices of investment funds can rise and also fall. For this reason, figures showing past performance are not a reliable indicator of current or future performance of the investment fund. The acquisition of investment funds should in any case occur only after detailed study of the sales prospectus and the latest Annual Report (or Half-Yearly Report, if more recent) and other relevant legal documents (regulations or contractual conditions and any simplified prospectus). These fund documents can be obtained free of charge in Switzerland from Swiss Finance & Property Funds AG, Zurich.

Registration of the investment funds for collective investment schemes in Switzerland – The Swiss investment funds for collective investment schemes that appear on this website have all been approved by the Swiss Financial Market Supervisory Authority (FINMA) and authorised for sale in Switzerland. Please note that the circle of authorised investors is restricted to the so-called "institutional qualified investors with a professional treasury” for some investment funds or share classes. The fund documents provide information about this and any further investor restrictions. Insofar as this website contains facts and information on collective capital schemes for qualified investors, this information is intended exclusively for qualified investors within the meaning of Art. 10 para. 3, 3bis, 3ter and 4 of the Swiss Federal Act on Collective Investment Schemes

Other countries – The investment funds for collective investment schemes may also have been approved for distribution in other countries. As a general rule, shares in the investment funds for collective investment schemes may not be sold, offered or supplied in all other countries without the necessary licence. The information on this website is therefore intended only for investors in Switzerland. Some of the investment funds for collective investment schemes have different share classes that are sometimes not available in every country in which the investment fund for collective investment schemes is registered. It is therefore possible that a particular share class is not sold in Switzerland. Units in the investment funds for collective investment schemes must not offered, sold or delivered to US citizens or persons residing or with registered office in the USA and/or other natural or legal entities whose income and/or earnings, irrespective of origin, are subject to US income tax, as well as to persons who are deemed to be US persons pursuant to  Regulation S of the US Security Act of 1933 and/or the US Commodity Exchange Act in the current valid version both within the USA and its territories.