Products & Services

We can offer you a comprehensive range of investment funds to help you to achieve your financial goals.

Gérifonds provides a broad array of services in connection with setting-up, administering and managing investment funds.

In the Swiss market, we can offer our expertise and know-how to financial institutions that wish to design third-party funds. Our services encompass:

• the choice of legal and operating structures for the fund
• the drafting of the prospectus and fund contracts
• the drawing-up of deposit bank, management, advice and distribution contracts
• the follow-up of operating and commissioning procedures
• authorization procedures of FINMA (Swiss Financial Market Supervising Authority)
• funds reporting (monthly factsheets, annual and semi-annual reports)
• funds publication on gerifonds.com and electronic plateforms (swissfunddata.ch, fundinfo.com, etc.)
• Morningstar rating for all Gérifonds' funds
• Net asset values calculations and publications
• Swiss and foreign taxes recovery
• funds' integration in our selling agents and financial intermediaries network

On 10 October 2006, Gérifonds was awarded the BANCO d’OR 2006 “Fund Administrator of the Decade” prize by BANCO, the specialist Swiss asset management magazine. This award was given in recognition of the fastest growth achieved over the past decade in fund management and in the number of products both managed and/or administered as well as success in integrating private-label funds.

For further information, please contact us.