Revised model documents
The entry into force of the Financial Services Act (FinSA), the Financial Institutions Act (FinIA), and the revised Collective Investment Schemes Act (CISA) made it necessary to update the self-regulation materials published by the Asset Management Association Switzerland.
We have therefore been working over the past few months with a special group of experts and individual specialist committees to make the necessary changes to the following documents:
- Guidelines
- Model documents
- Model distribution agreement
The model documents for limited partnerships for collective investment as well as the English and Italian versions of certain documents will be published at a later date. The Association’s remaining publications, including specialist recommendations and further model agreements, will now be reviewed and updated as necessary.
To the model documents (German version)
To the model documents (French version)
Prospectuses with new sequence in accordance with Annex 6 of the Financial Services Ordinance (FinSO)
Further changes to model documents
Publication of Asset Management Association Switzerland self-regulation materials re-vised in line with FinSA/FinIA – new minimum standard as of 1 January 2022 and revised model documents
FINMA extends deadline for revising fund documents (Art. 144 para. 3 CISO) until 30 June 2022
Model agreement on promoting the sale of collective investment schemes in Switzerland
Sales prospectus for a foreign collective investment scheme Model annex “Information for investors in Switzerland”
27 August 2021
Publication of Model declaration for agents contracted to promote the sale of collective investment schemes in Switzerland (Model declaration)
Model Documentation for a Limited Partnership for Collective Investment
erstellt von der SECA und der AMAS
vom 14. Juli 2015 (Stand am 24. Januar 2022)