Terms of Use

Legal information

By accessing these pages ("Feracs Asset Management & Advisory SA ") you agree to be legally bound by these terms of use / disclaimer ("Terms of Use"). These specific legal notes for investment funds and SICAV supplement the generic legal notes, which we would also ask you to read carefully. By accessing the Feracs Asset Management & Advisory SA and in particular the web pages dedicated to the investment funds and SICAV, you expressly declare that you have read, understood and accepted the generic legal notes and the following specific legal notes.

Restrictions on distribution

All information and functionality contained within it are not directed at, intended for use by any person resident, or located in any jurisdiction where the distribution of such information or functionality is contrary to the laws of such jurisdiction or such distribution is prohibited without obtaining the necessary licenses.

Collective investment schemes not authorized for distribution

The following collective investment scheme – FERACS SICAV contained in the website has not been authorized for public distribution in or from Switzerland by FINMA.

Consequently, the information relating to such collective investment schemes may only be accessible to qualified investors. Potential users are informed that the applicable Swiss regulations and FINMA’s practice may be subject. Therefore if you access the following pages, you acknowledge to be informed about the relating restrictions and to fully comply with the terms and conditions of the rules and regulations valid from time to time.

Services and products

Products and services displayed on the Feracs Asset Management & Advisory SA Pages may not be eligible for sale or available to residents of certain countries or certain categories of investors. Please consult the applicable terms and conditions such as sales restrictions or key specific notes for further information.

Any materials available on the Feracs Asset Management & Advisory SA Pages have no regard to the specific investment objectives, financial situation or particular needs of any specific recipient. Any report available on the Feracs Asset Management & Advisory SA Pages are published for information purposes and is not to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments. No representation or warranty, either express or implied, is provided in relation to the accuracy, completeness or reliability of the materials, nor are they a complete statement of the securities, markets or developments referred to herein. The materials should not be regarded by recipients as a substitute for the exercise of their own judgement.

No offer

The information contained in the Feracs Asset Management & Advisory SA Pages is just for informational purposes. No information published on the Feracs Asset Management & Advisory SA Pages constitutes a solicitation, an offer, or a recommendation to buy or sell any investment instruments, to effect any transactions, or to conclude any legal act of any kind whatsoever.

No liability

To the fullest extent permitted by law, in no event shall Feracs Asset Management & Advisory SA or any of its directors, employees or agents have any liability whatsoever to any person for any direct or indirect loss, liability, cost, claim, expense or damage of any kind, whether in contract or in tort, including negligence, or otherwise, arising out of or related to the use of all or part of these web pages, even if Feracs Asset Management & Advisory SA has been advised of the possibility of the same.

FERACS SICAV Fund has not been authorized to be offered to the public in and out of Switzerland, and the information contained in the following pages do not constitute an offer or solicitation for the sale of the Funds.

Severability clause

To the extent that any provision of these Terms of Use is found by any competent court or authority to be invalid, unlawful or unenforceable in any jurisdiction, that provision shall be deemed not to be part of this disclaimer but such finding shall not affect the validity, lawfulness or enforceability of the remainder of these Terms of Use in that jurisdiction, nor shall it affect the validity, lawfulness or enforceability of these Terms of Use in any other jurisdiction.

Use of Feracs asset management & advisory SA website

All of the content in Feracs Asset Management & Advisory SA’s website is subject to copyright with all rights reserved. You may save or print out a hard copy of individual pages and/or sections of the Feracs Asset Management & Advisory SA website, provided that you do not remove any copyright or other proprietary notices. With any saving or otherwise copying from Swan Asset Management's website the terms and conditions for use shall be deemed to have been accepted. All property rights shall remain with Feracs Asset Management & Advisory SA. You may not reproduce (in whole or in part), transmit (by electronic means or otherwise), modify, link into or use for any public or commercial purpose Swan Asset Management’s website without the prior written permission of Feracs Asset Management & Advisory SA.

Where access to certain parts of this site is restricted and requires possession of a valid Username and Password, no other person should attempt to gain access to such part of the site. All of the content in Feracs Asset Management & Advisory SA’s website is subject to copyright with all rights reserved. You may save or print out a hard copy of individual pages and/or sections of the Feracs Asset Management & Advisory SA website, provided that you do not remove any copyright or other proprietary notices. With any saving or otherwise copying from Swan Asset Management's website the terms and conditions for use shall be deemed to have been accepted. All property rights shall remain with Feracs Asset Management & Advisory SA. You may not reproduce (in whole or in part), transmit (by electronic means or otherwise), modify, link into or use for any public or commercial purpose Swan Asset Management’s website without the prior written permission of Feracs Asset Management & Advisory SA.

Where access to certain parts of this site is restricted and requires possession of a valid Username and Password, no other person should attempt to gain access to such part of the site.

© Feracs Asset Management & Advisory SA 2011. All rights reserved.

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DISCRETIONARY PORTFOLIO MANAGEMENT

In a hostile environment we guide you to the top.
- R. Cipriano

About the service

Discretionary portfolio management

Feracs Asset Management & Advisory SA is an independent asset management company, certified and affiliated member of the self-regulatory organisation OAD FCT of Ticino canton.

We offer personalised investment service aimed at private customers. The definition of the portfolio of each customer is made on the basis of a thorough analysis of customer’s needs and investment objectives. The mandate of the asset management provides a number of different means for financial management in international markets.

In the first cognitive phase a portfolio manager carries out an in-depth interview with the customer to understand their motivations in relation to investments safety, performance, growth and liquidity. During the proposal phase an asset manager creates a detailed profile of the customer that is used to prepare a proposal for a personalised asset management strategy reflecting the expectations that emerged during the interview.

The proposal phase is followed by the operational phase, when to fully satisfy the customer expectations, an asset manager selects the best investment opportunities and tax optimisation tools offered by the major equity and bond markets in European, American and Asian countries.

We pride ourselves in implementing the best asset allocation. We use internal and external resources to make a deep analysis in searching and designing suitable products for different risk profiles.

Our goal is to understand the key parameters of our customers, to work with them closely, to offer our experience in tax compliant optimisation and wealth-planning-related advices.

Questions?

Should you require any additional information or have any questions feel free to contact us as we will gladly assist you.

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