Regulatory disclosures
Filter documents
Client protection
- DPAM MiFID II Information BrochureDownloadOpen
- Nature and specific risks of the main financial instrumentsDownloadOpen
- Best execution policyDownloadOpen
- Best execution - Annual PublicationDownloadOpen
- Conflict of interest management policyDownloadOpen
- Asset protectionDownloadOpen
- Complaints procedureDownloadOpen
- Complaints procedure for SwitzerlandDownloadOpen
- Factsheet on the Swiss Financial Services ActDownloadOpen
- Controversial Activity PolicyDownloadOpen
- Sustainable and Responsible Investments PolicyDownloadOpen
- TCFD ReportDownloadOpen
- TCFD Activity Report 2023DownloadOpen
- DPAM Non-financial reportDownloadOpen
- Country Report Emerging MarketsDownloadOpen
- Country report OECDDownloadOpen
Sustainability related reports and policies
- Voting PolicyDownloadOpen
- Voting Activity Report 2024DownloadOpen
- Engagement PolicyDownloadOpen
- Engagement Activity Report 2023DownloadOpen
- Principal Adverse Impact StatementDownloadOpen
- Controversial Activity PolicyDownloadOpen
- Sustainable and Responsible Investments PolicyDownloadOpen
- TCFD ReportDownloadOpen
- TCFD Activity Report 2023DownloadOpen
- DPAM Non-financial reportDownloadOpen
- Country Report Emerging MarketsDownloadOpen
- Country report OECDDownloadOpen
