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  • Collective investment schemes

Collective investment schemes

As an audit company licensed by the Swiss Financial Market Supervisory Authority (FINMA) to perform audits of asset managers (CISA) and collective investment schemes, we offer the following services:

  • Auditing open and closed collective investment schemes in Switzerland
  • Auditing fund management companies and asset managers (CISA)
  • Auditing representatives and distributors of foreign funds
  • Auditing fund management companies, asset managers (CISA) and representatives of foreign funds seeking a licence to operate in Switzerland
  • Providing active support in the authorisation process to operate in Switzerland as a fund management company, asset manager (CISA) and representative of foreign funds
  • Consulting on cross-border service transaction issues and on the distribution of financial products
  • Providing advice on issues relating to organisation, risk management and compliance
  • Auditing investment companies under Swiss and foreign law in accordance with the Code of Obligations, IFRS and US GAAP
  • Providing expert and second opinions
  • Consulting and support on regulatory issues
  • Regulatory & compliance services