Fundbase Fund Services AG offers Swiss Representation Services
to foreign funds distributed to qualified investors.

We are a true specialist in alternative investments such as Hedge Funds and Private Equity.

Our team has decades of experience in alternative investments and a very deep network in Switzerland. We are your partner for compliant and efficient access to the Swiss market.

Fundbase Fund Services further operates a global Hedge Fund marketplace that already over thousand of the world’s most sophisticated Hedge Fund investors are using to facilitate their investments.


Our Services

  • We provide Swiss representation services to foreign funds distributed exclusively to Qualified Investors.

  • Handling of distribution contracts and assisting finding paying agent

  • We support you in all aspects of the Swiss regulatory environment,
    including relations to FINMA and any further requirements you might have

  • In short: we are your partner for compliant and efficient access to Switzerland, the world’s 3rd biggest community of qualified investors

What sets us apart

  • We have an entrepreneurial team with long-standing alternative investment expertise

  • We will leverage our vast buy side industry network in Switzerland for you and can facilitate Cap intro on a bespoke basis

  • We operate the world’s first regulated independent web based buy side platform (Fundbase.com) for the Hedge Fund industry with billions of qualified investors assets represented


Regulatory Information

On March 1st 2013, the revised Collective Investment Schemes Act (CISA) and its accompanying implementation measures (the Collective Investment Schemes Ordinance, or CISO) took effect. The two important changes for foreign fund are:

  • the former concept of private placement no longer applies to foreign funds, now any offering or advertising of foreign funds in Switzerland is considered distribution 1

  • the concept of qualified investors has been redefined 2

Foreign funds distributed to qualified investors in and from Switzerland do not require registration with the Swiss Financial Market Supervisory Authority (FINMA) but have to appoint a Swiss representative, and a Swiss paying agent (namely, a Swiss bank) no later than February 28th 2015.

1 This does not apply to the offering of funds to regulated financial intermediaries such as banks, securities traders, fund management companies and asset managers of collective investment schemes, as well as regulated insurance institutions. See Art. 3 para. 2 CISA for further exceptions.

2 According to Art. 10 para. 3 CISA, qualified investors now include: regulated financial intermediaries such as banks, securities traders, fund management companies and asset managers of collective investment schemes, as well as central banks; regulated insurance institutions; public sector entities and pension funds with professional treasuries; companies with professional treasury operations; HNWI, given that they have declared to be classified as such; discretionary management clients who have not declared that they do not wish to be deemed as such.


Choosing Fundbase Fund Services as your fund representative in Switzerland means you will be able to actively market your funds directly to qualified investors with limited restrictions. We will help you with all regulatory aspects on an ongoing basis as your entrepreneurial partner.

Our Team

  • Lilian Klose-La Scalea

    CEO of Fundbase Fund Services AG

  • Neil Stiefel

    Member of the
    Board of Directors

  • Anna Valachová

    Contract Management

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