FinSA information

The Swiss Financial Services Act (FinSA), in force since 1 January 2020, strengthens client protection. These are the disclosures we owe you under it.

1. About GYRA

Gyra S.A., Rue du Prince 9-11, 1204 Geneva, is licensed by the Swiss Financial Market Supervisory Authority FINMA, Laupenstrasse 27, 3003 Bern, as a manager of collective assets under the Financial Institutions Act (FinIA).

2. Our services

Discretionary management

You entrust us with your portfolio. We take investment decisions within the agreed strategy, without your prior consent for each transaction.

Investment advice

We recommend an allocation and investments. You decide on every transaction.

3. Client segmentation

FinSA distinguishes private, professional and institutional clients, each with a different level of protection. A change of segment requires a written declaration.

Opting-in

A professional client may ask to be treated as a private client, and an institutional client as a professional client, to benefit from a higher level of protection.

Opting-out

A high-net-worth private client may elect to be treated as a professional client with eligible assets of at least CHF 2 million, or at least CHF 500'000 together with the knowledge needed to understand the risks. Protection is then reduced.

4. Suitability

Before advising you or managing your portfolio, we assess your knowledge, experience, financial situation and objectives, based on the information you provide.

5. Risks

The risks of our services and of financial instruments are described in our agreements and in the Swiss Bankers Association brochure “Risks Involved in Trading Financial Instruments”.

6. Fees

Our fees are set out in detail in the agreement you sign and, for products, in their documentation. Your relationship manager is available for any question.

7. Conflicts of interest and third-party compensation

GYRA applies an internal policy to prevent conflicts of interest and to avoid any disadvantage to its clients. GYRA may receive compensation from third parties in connection with certain services. Their nature and scope are disclosed to you, and their treatment is set out in your agreement.

8. Complaints and ombudsman

Complaints should be sent in writing, in English or French, to the Complaints Handling Officer, marked “Complaint”:

Address

Gyra S.A., Complaints Handling Officer, Rue du Prince 9-11, 1204 Geneva

E-mail

gyra [at] gyra.ch

Please include

Your contact details, the reason for the complaint and any alleged loss, and supporting documents.

You may also start a mediation procedure, free of charge, with our ombudsman:

Ombudsman

Terraxis SA, Rue de la Tour-de-l’Île 1, 1204 Geneva

Contact

+41 22 732 61 19 • info@terraxis.ch

See also: Legal notice • Sustainability disclosures • Privacy