Swiss Fund & Finance Platform

Services

Benefits of swissfundplatform.ch

Fast search results

You're just a few clicks away from finding the product provider or sales partner. Our website www.swissfundplatform.ch gives you high speed access to product providers and sales partners such as asset managers, family offices, trustees, pension funds, etc. Thanks to our detailed search functions, you can make a precise selection of requirements and you will then receive a list of partners to suit your needs.

Unique Network

www.swissfundplatform.ch maintains a high-quality network of international and national product providers and sales partners, and it is continuously being expanded. As a product provider, you and your products will receive immediate and unrestricted access to a first-class sales channel in Switzerland. As a sales partner, you will benefit from easy access to high-quality products and—thanks to our fast fund and finance research—you can take more time for your customers.

Exclusive marketing presence

On www.swissfundplatform.ch, you will have your own portrait page. This will include all your contact details, contact persons and a company profile. You can also publish your in-house news and/or other information, such as articles on innovations, performance, new products, or the impact of current market developments. You decide when and how often you wish to post something on your page. You also have the opportunity to publicise your top products. To help you do so, you have a choice of partner programmes (Standard, Business or Premium).

The benefits for Product providers

  • Access to a first-class distribution network
  • Development of new distribution channels
  • A cost-effective advertising platform
  • An efficient platform for placing products
  • Direct access to the website
  • Focus on core competences
  • Increased transparency
  • Contract management
  • Management of portfolio management commissions
  • One contact partner
  • Reduction in administrative expenses

Our services for you

Standard Partner
1'500.CHF

per year

  • Portrait with company logo
  • Publication of events
Business Partner
3'500.CHF

per year

  • Portrait with company logo
  • Product data on our platform
  • Publication of events
  • 3 products on recommendation list
  • 6 articles per year
Premium Partner
5'500.CHF

per year

  • Portrait with company logo
  • Product data on our platform
  • Publication of events
  • 6 products on recommendation list
  • 12 articles per year
  • Publication of roadshows

The benefits for Sales partners

  • Access to attractive fund and financial products
  • Increased transparency/MiFID II compliant
  • Cost-effective fund research
  • Provision of basic product data
  • More time for individual customer support
  • Contract management and increased revenue
  • Easy invoicing of portfolio management commissions
  • A contact partner
  • Reduction in administrative expenses

Our services for you

Distribution partner without news
120.CHF

per year

  • Placing the logo, detailed profile, and links to the desired own website
  • Contact data
  • Distribution agreement with retrocessions
Distribution partner with news
200.CHF

per year

  • Placing the logo, detailed profile, and links to the desired own website
  • Contact data
  • Possibility to publish an article/contribution 6 times per year
  • Distribution agreement with retrocessions
Distribution partner with news plus
300.CHF

per year

  • Placing the logo, detailed profile, and links to the desired own website
  • Contact data
  • Possibility to publish an article/contribution 12 times per year
  • Distribution agreement with retrocessions
Package EVENTS
 
8'500.CHF

one-time

  • Organisation of a roundtable
  • We book the location
  • Addresses from our Database
  • Invitations will be sent via e-mail
  • Management of invitations
  • Wording of your invitation
  • Support at the event

Added value

Contract management

Swiss Fund Platform Ltd concludes agreements with a diverse range of fund providers. These agreements specify which funds are eligible for a portfolio management commission and how much this will be. In line with the needs of our sales partners, new co-operation agreements are constantly being entered into and, with regard to existing ones, terms for new products are negotiated. An overview of our fund providers and their eligible funds can be found on our website.

Commission management

Swiss Fund Platform Ltd assumes the entire administrative handling of portfolio management commissions for its sales partners – from obtaining confirmations of holdings from the depositary bank and reporting the holdings to the fund providers, to collecting the portfolio management commissions and passing them on to the sales partners