Disclosure

Information about Savair AG

The following information serves to fulfill the information obligations of financial service providers towards their clients pursuant to Art. 8 f. of the Financial Services Act (“FinSA”). The information is neither provided for advertising purposes nor does it constitute an offer for financial services or financial instruments.

  1.   Approval status

    • Savair AG (the “Company”) is a financial services provider within the meaning of the FinSA with its registered office at Talacker 41, 8001 Zürich, Switzerland.
    • The Company is mainly active in the field of professional asset management and investment advice for individual clients.
    • The Company is supervised by FINcontrol Suisse AG, General-Guisan-Strasse 6, CH-6300 Zug (www.fincontrol.ch). as an asset manager pursuant to Art. 17 para. 1 of the Financial Institutions Act (“FinIA “).
    • The licensing authority is the Swiss Financial Market Supervisory Authority FINMA.

  2.   Ombudsman’s Office

    • In accordance with Art. 74 et seq. FIDLEG, the Company is affiliated with Finanzombudsstelle Schweiz (FINOS), Talstrasse 20 (1st floor), 8001 Zurich (www.finos.ch). In the event of disputes with the Company, retail clients within the meaning of Art. 4 para. 2 FinSA and professional clients within the meaning of Art. 5 para. 1 FinSA may initiate mediation proceedings through the ombudsman’s office.

  3.   Maintaining contact

    • The Company and its clients are obliged to keep in touch with each other and to inform each other immediately of any changes in their contact details.

  4.   Business activity of the Company

    • The Company’s business activities include, in particular, discretionary asset management within the meaning of Art. 3 lit. c No. 3 FinSA. The asset management is in each case based on a contract concluded in writing with the client, which contains all information on the characteristics, mode of operation, rights and obligations of the clients as well as on the risks of the financial services provided. In order to exercise the mandates, the financial institution obtains a limited power of attorney from the clients vis-à-vis the respective custodian banks. Further, the Company renders investment advice to individual clients within the meaning of Art. 3 lit. c No. 4 FinSA and may place or offer financial instruments in the sense of Art. 3 lit. a FinSA.

  5.   Risks associated with financial services

    • The risks associated with the financial services provided are explained to the clients in each case before the financial services contract is concluded. Clients are requested to carefully read the information provided, in particular the brochure “Risks in Trading with Financial Instruments” published by the Swiss Bankers Association (https://www.swissbanking.ch/de/downloads), and to contact the Company if they have any questions.

  6.   Cost information

    • Costs and fees are incurred in connection with the services provided by the Company. These are disclosed to clients before rendering financial services and regulated in detail in the contracts.

  7.   Participation in and economic ties to third parties

    • There are no economic ties between the Company and third parties that could lead to a conflict of interest vis-à-vis clients in connection with the provision of financial services.

  8.   Market supply considered

    • The Company only considers third party financial instruments when providing financial services.

  9.   Dealing with conflicts of interest

    • The Company takes the necessary precautions to avoid conflicts of interest between itself or its employees and its clients and to protect clients from disadvantages. If a conflict of interest cannot be avoided, it is disclosed to the clients.
    • If the Company receives or has a financial benefit in connection with recommending or marketing products or services sold (to the Client), this relationship will be disclosed to the Client before time of purchase. This is to be done on a case by case basis and disclosure will be recorded in the Savair CRM.

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