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Switzerland - PLF on Bankables
Factsheet
RATIONALE
The Swiss Private Label Fund (PLF) on bankable assets is a low-cost fund solution and can be distributed to Swiss retail and professional investors. This setup has no EU passporting by standard and can only implement long-only and unleveraged investment strategies with a pre-defined Swiss broker and custodian. Such a format is suitable for actively managed portfolios by a supervised asset manager.
KEY TAKEAWAYS
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The PLF constitute a fully tax transparent onshore solution
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The portfolio must be managed by an authorized Swiss ManCo (client may act as an advisor or delegated Investment manager with appropriate supervision)
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No minimum investments or...
Any questions?
sales@gesslercapital.com
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