Retail Investor
Retail Investor is a person who is devoid of specific professional skills needed to guide decisions in a conscious investment. A retail investor is an investor who meets none of the qualified investor criteria.
Qualified Investor
The Art.10 CISA (Collective Investment Schemes Act), the Art. 6 CISO (Investment Schemes Ordinance), the Art. 4 FinSA (Federal Act on Financial Services) and the Art. 4 Ordinance of Financial Services (FinsSo) define the investor’s status and the relevant methodology of distribution of foreign investment funds. The Qualified Investor status, i.e. the clients classified as professional or institutional clients, as well as private clients who signed an asset management agreement with a Swiss Financial Intermediary duly authorized, provides access to a wide range of investments, including foreign funds registered or not for the distribution in Switzerland. According to the above-mentioned laws the following entities are classified as Qualified Investors:
  1. Regulated financial intermediaries submitted to the relevant supervision, such as portfolio managers, trustees, fund management companies, managers of collective assets, securities firms.
  2. Supervised Insurance Companies.
  3. Public entities and retirement benefit institutions with professional treasury operations;
  4. Companies with professional treasury departments.
  5. The wealthy private individuals who, at the time of the acquisition of collective investment schemes fulfill one of the following conditions:
      a. On the bases of personal training and professional experience or experience in the financial sector compatible, the investor proves to have the knowledge necessary to understand the risks in investments and confirms to holds financial assets in the high of CHF 500’000.
      b. The Investor confirms to hold financial assets above CHF 2 million.
The assets referred in paragraph b include financial investments directly or indirectly owned by the investor: (a) sight or forward assets with banks or securities firms; (b) securities and securities rights including transferable securities, collective investment schemes and structured products; (c) derivatives, (d) precious metals, (e) life insurances with surrender value, (f) delivery rights arising from other assets held in the context of a fiduciary relationship, excluding direct investments in real estate and claims from social insurance, as well as occupational pension assets.


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The information provided in this website is produced by Controlfida, based on the information available for the public, on figures worked out internally and on other sources believed to be reliable. This information may be subject to change without notice. We explored with reasonable care the accuracy of the documentation and of the views expressed. All opinions and forecasts constitute our judgment and should not be considered as an investment advice.
The products and services may not be available or suitable for the needs of any customer.
The decision to invest in the funds described on this website should only be taken after careful consideration of the last prospectus and legal information therein contained. The prospectus can be downloaded from this website or obtained, free of charge, from the Administrator or at the registered office of the company or, where appropriate, by the representative of the fund.
If you are in any doubt as to whether or not an investment in the Fund is suitable for you, you should consult a lawyer, an accountant or other financial advisor. You should inform yourself as to the advantages and risks of such an investment.
Products and services displayed on the Controlfida website may not be eligible for sale or available to resident of certain countries or certain categories of investors. Please refer to the terms and conditions applicable, in particular to the restrictions on sale. The information and the documents showed in this website are provided to you for information purposes only and are not to be used or considered as an offer or a solicitation or invitation to buy or sell shares of Funds or any other investment product or service and no sale of shares will take place in any jurisdiction in which offer, subscription or sale would be unlawful.
The content of this website is not intended to supply tax, legal or investment advice, it cannot be used for accounting purposes or tax matters, is not intended as an offer or solicitation for purchase or sale of any financial instruments of Controlfida nor it is to be considered as a whatsoever confirmation that any of these products are appropriate or suitable for any investor or for the recipient. We remind you that this information is not taking into account the comprehensive tax or estate planning situation of the recipient or of any investor and does not mean any participation to a whatsoever investment strategy in any relevant jurisdiction.
Past performance may not be an indication of future performances.
Under no circumstances and under no theory of any applicable law and/or regulation shall Controlfida be liable to anyone for any damages arising from misleading interpretation of this website, its parts or its contents or otherwise caused by any investment decision taken by the investors based on the information available on this website.







Controlfida (SUISSE) SA

Piazza della Riscossa, 16
CH-6906 Lugano

Phone: +41 (0)91 9701011
Fax: +41 (0)91 9701206

GIIN Nr.: LJ5F3X.99999.SL.756
LEI Nr.: 549300KQE0BRB99JXH75

Authorized and regulated by the Swiss Financial
Market Supervisor Authority (FINMA).
Member of the Swiss Association of Asset
Managers (SAAM).

Bridge Fund Management Limited

Percy Exchange, 8/34 Percy Place
Dublin 4, D04 P5K3


LEI Nr. 635400RUG44T8XVKWX28

FundRock Switzerland SA

Route de Cité-Ouest 2, 1196  Gland, Switzerland

Phone: +41 (0)22 3542530


Paying Agent:
NPB New Private Bank Ltd.
Limmatquai 1/am Bellevue
CH-8022 Zürich

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