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7. Do I need to register my fund with the FINMA (Swiss financial regulator) for fundraising?

Montfort Funds November 27, 2024 1 min read

No. Fundraising targeted only at qualified investors, specifically high-net-worth retail investors and smaller family offices, (opt-out professional investors) requires only the appointment of a Swiss representative and a Swiss paying agent.

Distribution to all other qualified investors can be done without registration with FINMA and does not necessarily require the appointment of a Swiss representative or paying agent.