Risk Disclosure Helvetic Trust
Risk Disclosure

Both the Financial Institutions Act (FinIA) and the Financial Services Act (FinSA) have applied since 1 January 2020. With the introduction of FinIA, independent asset managers were also placed under supervision.

The FinSA contains rules of conduct that financial service providers must observe vis-à-vis their customers. This involves information obligations regarding the risks involved in trading with financial instruments.

Helvetic Trust AG fully complies with these duties of disclosure. They were summarised by the Swiss Bankers Association «SwissBanking» in the brochure «Risks Involved in Trading Financial Instruments».

Documents
Risks Involved in Trading Financial Instruments