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Underlying
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Investment Product Builder
Build your tracker certificate.
Swiss Issuer · Swiss Law · Fully collateralised
Reviewed by the structuring team
Step 3 / 6 · Listing
Does your product need to be listed?
ListedYes, listed on SIX Retail-eligible with KID, market maker and minimum AUM.
Non-listedNo, off-exchange Bookable through most banks.*
OpenNot sure yet Listing scoped during the structuring conversation.
*Every product carries a Swiss ISIN and can, in principle, be booked through your bank like any other security. Whether a particular bank accepts a given ISIN, especially for non-listed products, is at that bank’s discretion.
Step 2 / 6 · Management style
How is the strategy run?
No FinIA licencePassive Buy and hold.
No FinIA licenceRule-based Systematic, no discretion.
FinIA licence requiredDiscretionary Actively managed.
Step 1 / 6 · Underlying exposure
What's the underlying?
Step 4 / 6 · Commercial intent
Ticket size, investors, timing.
RetailEligible via KID
ProfessionalFinSA Art. 4 par. 3
InstitutionalFinSA Art. 4 par. 4
Step 5 / 6 · Experience & seed
Where you stand today.
YesPrevious experience with structured products
NoFirst-time issuer
Step 6 / 6 · Confirmation
Based on your inputs.
Listing required- Style- Investors- Asset class-
Here are the cases we've structured before
No directly comparable case yet. We'll discuss your structure on the call.
Browse the patterns above, then book a call or send us an email.