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 starting from CHF 10 Mio AUM.

KEY TAKEAWAYS

  • The PLF constitute a fully tax transparent onshore solution

  • The portfolio must be managed by an authorized Swiss ManCo (client may act as an advisor or delegated Investment manager with appropriate supervision)

  • No minimum investments or...

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