1. General information
Jupiter Asset Management (Switzerland) AG is a subsidiary of Jupiter Fund Management Plc. As a provider of financial instruments and services (acquisition and disposal of a financial instruments), we are subject to the rules under the Collective Investments Schemes Act (CISA) and Financial Services Act (FinSA).
Contact details
Jupiter Asset Management (Switzerland) AG
Löwenstrasse 16
8001 Zurich
Phone +41 43 502 93 05
Email switzerland@jupiteram.com
2. Complaint management
We take customer satisfaction seriously and aim to achieve a high level of customer service. If you or your client are dissatisfied with the service provided, please contact us. via email or post at the above address.
In order to address your complaint efficiently and quickly we require your full name and contact details as well the reason for your complaint in as much detail as possible alongside any relevant documents.
We will send you a confirmation of receipt immediately and an answer to your complaint as soon as possible.
If there are any adjustments you need us to make in order to support you for example having documents sent in large print or braille, please let us know.
Should the processing of your complaint take longer, we will inform you accordingly within 5 days and confirm the responsible contact as well as the current status of your complaint. There are no costs associated with this process.
Jupiter Asset Management (Switzerland) AG is affiliated with the Swiss ombudsman office Finanzombudsstelle Schweiz (FINOS). Should you wish to initiate a mediation, you can contact FINOS:
Finanzombudsstelle Schweiz (FINOS)
Talstrasse 20
8001 Zurich
Phone +41 44 552 08 00
FINOS - Swiss Ombudsman service for financial service providers according to FinSA
3. General risks of financial instruments
The brochure “Risks involved in trading financial instruments” of the Swiss Bankers’ Association provides information on the general risks of typical financial services and instruments. Please read these before contracting any services or acquiring any products and contact your adviser in case of questions:
4. Information on Jupiter products and risks
Information on our products and the product specific risks as well as all product documentation can be found under Literature - Jupiter.
5. Information on costs
In connection with financial services provided, costs and fees may be charged by Jupiter Asset Management as well as by third parties. These costs and fees will be provided to you before the conclusion of a contract or before the purchase of an investment product. Questions on costs and fees will be gladly answered free of charge.
6. Conflicts of interest
In accordance with applicable regulation, Jupiter is required to establish, implement, and maintain an effective conflicts of interest policy that is appropriate to its size, organisation, nature, scale and complexity of its business.
Jupiter takes all appropriate steps to prevent conflicts of interest. Where a conflict of interest cannot be prevented, Jupiter takes all appropriate steps to manage and monitor those conflicts of interest. Training is provided to all Jupiter employees on the identification, prevention, management, and monitoring of conflicts of interest.
Further details of the Jupiter Group Conflicts of Interest Statement are available upon request.
7. Client advisor Register
The client advisers of Jupiter Asset Management (Switzerland) AG are registered with BX Swiss Ltd (www.regservices.ch), a client advisor register admitted by the Swiss Financial Market Supervisory Authority (FINMA) in accordance with art. 31 para. 1 FinSA.