Financial Services Act (FinSA)
The Federal Financial Services Act («FinSA») has been in force since January 1, 2020 and focuses on improving client protection and transparency within Switzerland. FinSA and its ordinance («FinSO») apply to cases where financial services are provided in Switzerland and/or to clients resident in Switzerland. Among other things, Robeco Schweiz AG and also Robeco Institutional Asset Management B.V. («We») are subject to certain obligations, such as the segmentation of our clients and certain conduct obligations.
In this context, we hereby provide certain information to our clients (and to those for whom this may be of interest) in order to comply with our regulatory obligations.
You may access and download our Information Guideline by clicking on this link. The guideline will provide you with all important information about Robeco Schweiz AG, Robeco Institutional Asset Management B.V. as well as details about the financial services and instruments offered.
Further below you will find more information about the different client segments as well as the possibilities to switch within these segments (opting-in and opting-out).
What are the client segments?
The following overview shows the different customer segments and also the respective level of customer protection:
What opting-in / opting-out options do you have?
The FinSA provides a number of opting-in, respectively opting-out possibilities to clients of financial services and thus offers you different options: