VelaSolution
VelaSolution
Expertise

Distribution Advisory

We advise you on the dis­tri­b­u­tion of finan­cial instru­ments in the whole­sale busi­ness, cov­er­ing local dis­tri­b­u­tion and cross-bor­der mar­ket­ing activities.

  • Advise on finan­cial instru­ment and fund dis­tri­b­u­tion, pri­vate place­ments as well as pre-mar­ket­ing and reverse solic­i­ta­tion require­ments in Switzer­land and Europe
  • Struc­ture, nego­ti­ate and doc­u­ment fund offer­ing terms on behalf of spon­sors, man­agers and investors
  • Advise on whole­sale and mar­ket­ing restric­tions in Switzer­land and Europe
  • Advise on the finan­cial advi­so­ry reg­is­tra­tion in Switzer­land and the author­i­ty fil­ing of fund doc­u­ments in Switzerland
  • Struc­ture and nego­ti­ate whole­sale agree­ments with fund dis­trib­u­tors, place­ment agents and representatives
  • Sup­port indus­tri­al­iz­ing and stream­lin­ing of in-house fund dis­tri­b­u­tion process­es, and devel­op­ment of dis­tri­b­u­tion poli­cies and mon­i­tor­ing processes

Your Contact

Dirk Spiegel

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Do you have any questions? Let’s talk with us.

If you have a ques­tion, urgent query or require sup­port, please do not hes­i­tate to reach out to us. 
 
Please let us briefly know your case and one of our team mem­bers will be hap­py to assist you.

FinSA and FinIA entered into force.

What impact does FinSA and FinIA have on the core process of your company?

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Training for client advisers in the field of FinSA Rules of Conduct

AvelaLaw offers mandatory initial training and refresher courses for Client Advisers who shall be enrolled in the Register of Client Advisers maintained by the stock exchange Bern in accordance with Art. 28 et seq. of the Federal Act on Financial Services of 15 June 2018 (“FinSA”).

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AvelaLaw AG

AVELALAW is a Zurich-based advisory firm specialising in financial market law (with a particular focus on asset management and Swiss and foreign collective investment schemes). AVELALAW covers the full spectrum of legal advice, compliance and risk management for its clients.

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