Information about IFM Investors (Switzerland) AG
Field of activity and supervisory status of IFM Investors (Switzerland) AG
IFM Investors (Switzerland) AG operates exclusively as a representative office of IFM Investors Pty Ltd and does not itself provide portfolio management services. IFM Investors (Switzerland) AG is responsible for the marketing and promotion of portfolio management services offered by IFM Investors Pty Ltd to per se professional and institutional clients (each a ‘per se qualified client’) domiciled in Switzerland.
IFM Investors (Switzerland) AG acts solely in a brokerage and client liaison capacity and does not engage in the execution or delivery of portfolio management services within Switzerland.
Financial services provided by IFM Investors (Switzerland) AG
IFM Investors (Switzerland) AG acts exclusively as a representative office of IFM Investors Pty Ltd and does not itself provide financial services requiring a license under Swiss law.
Any investment ideas presented by IFM Investors (Switzerland) AG are of a general and non-binding nature. They shall not be construed as personal investment recommendations or advice and are not intended to serve as the basis for investment decisions. Clients are advised to seek independent professional advice before making any investment decisions based on such information.
IFM Investors (Switzerland) facilitates the marketing of portfolio management services offered by IFM Investors Pty Ltd to professional and institutional clients domiciled in Switzerland. In this capacity, IFM Investors (Switzerland) AG provides the following services to, per se professional and institutional clients (each a ‘per se qualified client’):
IFM Investors (Switzerland) AG promotes the individual portfolio management services and collective investment schemes managed by IFM Investors Pty Ltd. These promotional activities are directed exclusively toward professional and institutional clients domiciled in Switzerland.
Where a Swiss investor expresses interest in the services offered by IFM Investors Pty Ltd, IFM Investors (Switzerland) AG facilitates the exchange of information by forwarding relevant materials to IFM Investors Pty Ltd. All portfolio management agreements are entered into directly between the investor and IFM Investors Pty Ltd. IFM Investors (Switzerland) AG does not participate in the execution or delivery of portfolio management services.
Prior to entering into any agreement involving the purchase of financial products, clients will be provided with written information outlining the associated risks. This documentation is intended to support informed decision-making and must be reviewed carefully. Clients are expected to read all risk-related materials thoroughly and to contact IFM Investors (Switzerland) AG with any questions or concerns regarding the content or implications of the information provided.
For further reference, the brochure titled “Risks Involved in Trading Financial Instruments” is available from the Swiss Bankers Association and can be accessed at https://www.swissbanking.ch.
In connection with the services facilitated by IFM Investors (Switzerland) AG, costs and fees may be incurred by IFM Investors Pty Ltd as well as by third-party service providers. These costs and fees will be disclosed to clients prior to the conclusion of any contractual agreement or the purchase of an investment product.
Clients are encouraged to review all cost-related information carefully. Any questions regarding applicable fees or charges will be addressed promptly and without cost by IFM Investors (Switzerland) AG.
IFM Investors (Switzerland) AG maintains robust internal policies and procedures designed to identify, manage, and mitigate conflicts of interest that may arise in the course of its business activities.
IFM Investors (Switzerland) AG takes all necessary precautions to prevent such conflicts and to safeguard client interests. Where a conflict of interest cannot be avoided, it will be disclosed to the client in a timely and transparent manner.
These measures are implemented in accordance with applicable Swiss regulatory requirements, including the Financial Services Act, and form part of IFM Investors (Switzerland) AG’s commitment to fair and professional conduct.