The client’s money is always held in an account with the client’s bank.

Clients are free to choose the Swiss bank with which they wish to entertain banking relationships.

Clients determine the investment objective and the risk profile that is binding on Solidinvest when developing the investment strategy.

For its transactions with a bank, the client grants a limited power of attorney to Solidinvest. Solidinvest merely has the right to send instructions to the bank to invest monies pursuant to the client’s strategy. In other words, Solidinvest is not authorized to withdraw money from the clients account or to transfer it to other accounts.

Clients know their Solidinvest advisors and their deputies personally.

On request, Solidinvest will also handle the coordinated administration of monies in several bank accounts.

At least once a year, Solidinvest informs clients about all transactions, administrative charges, and net performance attained.

If required, Solidinvest can acquaint clients with external specialists, for instance, for solving fiscal or inheritance problems or for the establishment of foundations and trusts.

As contractually agreed with each client, Solidinvest charges a Management Fee (MF) and a Performance Fee (PF). According to the contract, retrocessions are credited to Solidinvest. The respective amounts are disclosed once a year.

The client is at liberty to terminate the mandate at any time with immediate effect.

Solidinvest respects and abides by the standards of the Swiss Association of Asset Managers (SAAM). Additionally, Solidinvest has voluntarily commissioned PWC to monitor compliance with client instructions twice a year.