Swiss FundPass
Your Regulatory Gateway to Access Swiss Investors
Turning Swiss Complexity
Into a Seamless Market Entry
Enter the Swiss market with clarity, structure and confidence.
Regulatory Simplicity
We turn Swiss regulatory requirements into clear, manageable processes.
Single Point of Entry
We act as your Single Point of contact for authorities, investors and Swiss paying agent.
Founders’ Expertise
Our founders are actively involved, bringing practical experience and guidance.
Market Access
We ensure compliant Access to both Professional and retail investors in Switzerland.
All Fund Types
We represent UCITS, EU and non-EU AIFs without restriction.
Equal Standards
The same high standards apply to every fund, regardless of size.
Compliance, Advisory and Investor Access,
3-in-1 Pass
More than Just Swiss Representation
01
+ COMPLIANCE
No Regulatory Uncertainty
Official Swiss representation ensuring compliance with CISA, FinSA and FINMA requirements for foreign funds.
02
+ ADVISORY
Keeping You Swiss-Ready
Ongoing regulatory guidance to ensure the correct scope and obligations throughout your Swiss presence.
03
+ NETWORKING
Swiss Investor Access
Structured professional interaction with Swiss investors through an Informal approach.
Stay Swiss-Ready At All Times
Ongoing monitoring made easy
Reporting and document updates
We monitor annual and quarterty reports, KID/KIID, and ensure documentation remains up to date.
Material changes oversight
We track material changes in fund documentation and manage the required regulatory follow-up.
Investor and FINMA coordination
We handle investor requests and manage ongoing communication With FINMA on your behalf ,
Reporting and document updates
We monitor annual and quarterty reports, KID/KIID, and ensure documentation remains up to date.
Material changes oversight
We track material changes in fund documentation and manage the required regulatory follow-up.
Investor and FINMA coordination
We handle investor requests and manage ongoing communication With FINMA on your behalf ,
Efficient Onboarding Process
From initial assessment to full activation, each step is coordinated to secure your effective entry into the Swiss market.
Step one
Complete the onboarding questionnaire
You provide the key information required to assess your fund and regulatory scope.
Step two
Share the required documents
You submit the requested documentation through a secure and structured process.
Step three
We handle the rest
We manage regulatory filings, coordination, and setup with all Swiss stakeholders.