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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)

EN
DE FR
Circular 03/2022

Prospectuses with new sequence in accordance with Annex 6 of the Financial Services Ordinance (FinSO)

EN
DE FR
Circular 01/2022

Further changes to model documents

EN
DE FR
Circular 06/2021

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

EN
DE FR
Circular 04/2021

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

EN
Model agreement on promoting the sale of collective investment schemes in Switzerland

27 August 2021

Fee: CHF 500.00

DE
Muster für einen Auftrag betreffend Förderung des Absatzes von kollektiven Kapitalanlagen in der Schweiz

27. August 2021

Fee: CHF 500.00

FR
Modèle pour un mandat concernant la promotion de la vente de placements collectifs de capitaux en Suisse

27 août 2021

Fee: CHF 500.00

IT
Contratto tipo per un mandato di promozione della vendita di inve-stimenti collettivi di capitale in Svizzera

27 agosto 2021

Fee: CHF 500.00

Sales prospectus for a foreign collective investment scheme Model annex “Information for investors in Switzerland”

EN
Sales prospectus for a foreign collective investment scheme - Model annex “Information for investors in Switzerland”

27 August 2021

Fee: CHF 200.00

DE
Verkaufsprospekt einer ausländischen kollektiven Kapitalanlage - Musteranhang "Informationen für Anleger in der Schweiz“

27. August 2021

Fee: CHF 200.00

FR
Prospectus de vente d’un placement collectif de capitaux étranger Modèle d’annexe « Informations pour les investisseurs en Suisse »

27 août 2021

Fee: CHF 200.00

Sales prospectus for a foreign collective investment scheme - Model annex “Information for investors in Switzerland” (Track change version)

27 August 2021

Publication of Model declaration for agents contracted to promote the sale of collective investment schemes in Switzerland (Model declaration)

EN
Model declaration for agents contracted to promote the sale of collective investment schemes in Switzerland (the “Declaration”)

Fee: CHF 200.00

DE
Mustererklärung für Auftragnehmer zur Absatzförderung von kollektiven Kapitalanlagen in der Schweiz (Mustererklärung)

Fee: CHF 200.00

FR
Modèle de déclaration pour les mandataires concernant la promotion de la vente de placements collectifs de capitaux en Suisse (Modèle de déclaration)

Fee: CHF 200.00

Model Documentation for a Limited Partnership for Collective Investment

EN
Model Documentation for a Limited Partnership for Collective Investment

drawn up by SECA and AMAS
14 July 2015 (Status as of 24 January 2022)

Fee: CHF 200.00

DE
Muster-Dokumentation Kommanditgesellschaft für kollektive Kapitalanlagen

erstellt von der SECA und der AMAS
vom 14. Juli 2015 (Stand am 24. Januar 2022)

Fee: CHF 200.00

FR
Documentation modèle Société en commandite de placements collectifs

préparée par la SECA et l’AMAS
14 juillet 2015 (État au 24 janvier 2022)

Fee: CHF 200.00

Muster-Dokumentation Kommanditgesellschaft für kollektive Kapitalanlagen (Track change version)

erstellt von der SECA und der AMAS
vom 14. Juli 2015 (Stand am 24. Januar 2022)