- Mandatory notifications/ reporting to the FINMA, SNB and others
- Issuing of mandatory publications
- Ensuring that information and advertising conform to the law
- Drawing up of distribution agreements
- Information/ supervision of distributors
- Storage of records
- Listing legal documents on the ACOLIN webpage
|
- Legal advice/ feasibility studies
- Revision/changes to fund prospectuses and fund agreements
- Approval/ registration procedure in target countries
- Submissions to authorities
|
- Access to ACOLIN distribution network and diminishment of entrance barriers with platforms, banks, pools, insurance companies and asset managers and their settlement systems
- Commission & retro management
- Providing basic information on funds to all distribution partners
|
- Distribution of your press releases
- Distribution of your fundnews
- Inclusion of your funds in the monthly ACOLIN newsletter (mailing of fact sheets)
- Space devoted to your investment area on the ACOLIN website
|
- Participation in fund fairs
- Advice on product
presentation and
marketing material
- Media articles
- Translation services
|
- Market cultivation strategy workshop
- Event organisation
incl. send out of the invitations and follow-up
- Tailor-made client
mailing incl. followup
by phone
* Charged on a time and materials or a per-project basis
|
