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Carnegie Fund Services
Swiss representative of foreign investment funds
Représentant suisse de fonds de placement étrangers
Schweizer Vertreter ausländischer Anlagefonds

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SFA model texts

The following documents are available upon request from the Swiss Funds Association (SFA). They are free of charge for SFA members. Non-members may order the documents electronically against payment.

  • Articles of Association for a Swiss securities fund in the form of a SICAV, 2007
  • Example of a placement agreement in respect of the non-public placement of units of collective investment schemes
  • Investment regulations for a Swiss securities fund in the form of a SICAV, 2007
  • Model distribution agreement, 2008
  • Model prospectus for a Swiss securities fund in the form of a SICAV, 2007
  • Model prospectus including model fund contract for a securities fund under Swiss law, 2007
  • Simplified prospectus for a Swiss open-ended collective investment scheme, 2007

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