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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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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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*If you are a Singapore resident, please note that by proceeding to access our website, you are further representing and warranting that you are (i) an institutional investor under Section 4A(C) of the Singapore Securities and Futures Act 2001 (“SFA”), and (ii) acting in compliance with the laws, rules and regulations applicable to you. You further acknowledge that (i) BlueOrchard Finance Ltd and its affiliates (including BlueOrchard Investments (Singapore) Pte. Ltd.) are not regulated by the Monetary Authority of Singapore (“MAS”) and are therefore only permitted to offer their products to Singapore residents pursuant to the institutional investor exemption under Section 304 of the SFA, and (ii) this website has not been reviewed by the MAS.

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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;
a company or a private investment structure with professional treasury operations for HNW private clients;
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 Virtual Field Trip

27.10.2021 2:00 pm CEST

Online

The BlueOrchard Impact Summit is organising the first-ever digital global field trip. Join us on October 27 on a unique knowledge tour around the world to get live updates from influential industry leaders and to hear first-hand from voices on the ground most affected by inequality and climate change. Next to insights from the field, we will discuss some of the current most pressing issues, concrete actions required, and solution approaches for a more equitable future for all. The journey will be enriched by two forward-looking panel talks on the topics of climate change and impact measurement.

The journey is free of charge. Instead, we will plant a tree for each participant attending our virtual world tour.