Products

Financial Products

A third of all private wealth worldwide and a significant proportion of institutional assets are managed by Swiss banks. Innovative financial products guarantee that Switzerland will be able to maintain its leading position in this market.

Our team has a wealth of unique experience and expertise in advising financial services providers and investors. Our professionals offer financial services firms advice on all legal and tax issues relating to financial products, such as collective investment schemes, hedge funds, special purpose vehicles (SPVs), structured products and other derivatives.

Through their active participation in the relevant industry associations, in particular the Swiss Structured Products Association (SVSP), the European Structured Investment Products Association (eusipa) and the Swiss Funds Association (SFA), our lawyers help develop the law in this area and, through their involvement in projects of the Financial Market Supervisory Authority and the Swiss stock exchanges, contribute to shaping relevant legal developments.

"The quality at Walder Wyss is outstanding. They’re very pragmatic and bright lawyers."
Chambers

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Products & experience

Our key areas of activity are:

  • Drawing up prospectuses and simplified prospectuses for the distribution of structured products
  • Drawing up prospectuses and simplified prospectuses for collective investment schemes, as well as offering documents for hedge funds and special purpose vehicles
  • Drawing up listing documentation for structured products
  • Setting up collective investment companies and special purpose vehicles for the issuance of financial products and advising clients on obtaining regulatory approval
  • Representing issuers before financial market regulators in Switzerland and abroad, including applications for approval for public distribution of collective investment products
  • Representing issuers in connection with applications for admission to trading and quotation of financial products on SIX Swiss Exchange (recognised representative for admissions to SIX Swiss Exchange)
  • Advising on collateralisation of financial products
  • Advising on issues relating to the safekeeping of securities and intermediated (book-entry) securities
  • Advising on documentation of hedges, such as OTC derivatives
  • Providing tax advice in connection with the structuring of financial products and investment vehicles and representing clients before the tax authorities (application for rulings)
  • Representing clients before state courts and arbitral tribunals in connection with disputes relating to financial products

We are pleased to advise you

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