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You are likely to be a Private Client if you do not qualify as an Institutional Client as defined below. However, if you are an experienced investor or high net worth, you may (upon request and careful consideration) be eligible for treatment similar to that of an institutional client.

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You are likely to be an Institutional Client if you are:

an entity required, under the laws of the jurisdiction in which you carry on business, to be authorized or regulated to operate in the financial markets (which includes but is not limited to financial intermediaries such as: banks, investment firms, broker dealers, insurance companies, insurance intermediaries, funds, pension funds or management companies);
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a regulated financial intermediary such as a bank, a securities firm, a portfolio manager, a trustee, a fund management company or and an asset manager of collective investment schemes or an insurance company;
a central bank, a public entity with professional treasury operations, a national or supranational public entity with professional treasury operations
an occupational pension scheme with a professional treasury operations or other occupational pension institution providing professional treasury operations;
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a large company exceeding two of the following parameters: (a) balance sheet total of CHF 20 million; (b) turnover of CHF 40 million; equity of CHF 2 million;
a private client who has concluded a permanent asset management agreement or a permanent advisory agreement in writing with a financial intermediary or an independent asset manager pursuant to Swiss law.

The term Qualified Investor pursuant to CISA covers in particular professional clients and institutional clients in terms of the Swiss Financial Services Act (FINSA).

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BlueOrchard Breakfast Event – Geneva

30.03.2016 8:00 am CEST

Geneva, Switzerland

BlueOrchard is pleased to invite you to its semi-annual breakfast event on
Wednesday 30 March 2016
at Mandarin Oriental, Quai Turrettini 1, Geneva

Please confirm your participation
by 28 March 2016 to
Mrs Inès Mergny – BlueOrchard Finance S.A.
Rue du commerce 9, 1204 Geneva
T +41 44 441 55 50 – ines.mergny@blueorchard.com