BOVV Beitritt

Changes

Were there any changes to the member's information as provided as part of the application for admission? For example: Were there any changes in your company's supervisory board or executive management? Have the ownership circumstances changed? Would you like to redefine the personal responsibilities in the internal special department?

 

The VQF must be informed immediately of any changes to information provided as part of the application for admission. Please send us the relevant documents so that the VQF can check whether the conditions for membership continue to be met. 

 

You find instructions about changes and the documents to be submitted in the section VQF Downloads. 

Rights & Duties

I. Rights

 

As a result of your VQF BOVV membership you are entitled to offer collective capital investment schemes to your customers on the basis of an asset management agreement (which is compiled in accordance with the BOVV rules of professional conduct for the practice of asset management).

 

Furthermore your membership entitles you to make use of numerous VQF services. All VQF services to our BOVV members have the following goals:

 

As a member you should be able to comply with the duties placed on you by the Collective Capital Investment Act (KAG) or the requirements of the market as 

  • easily and efficiently 
  • cost efficiently and 
  • effectively

 

as possible. By doing so you contribute to the protection of investors and the integrity of Switzerland as a financial centre.

 

As a VQF BOVV member you benefit from a variety of services

and other benefits, especially: 

  • Easy-to-understand form templates, checklists and instructions. 
  • Specialist one-on-one consulting in matters concerning rules of professional conduct for asset managers: free of charge in straightforward cases and at attractive rates in complex cases too. 
  • Representation of your asset management interests towards the Swiss authorities (e.g. in the Swiss parliamentary legislation process, consultation with Swiss authorities, etc.). 

  

II. Duties

 

As a result of your VQF BOVV membership, among other requirements you are obliged to comply with duties in accordance with the VQF BOVV rules and regulations (regulations, rules of conduct and audit concept).

 
 
 


 

 

Please note that only the German version is legally binding.