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Private Client*
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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an institutional investor whose main activity is to invest in financial instruments, which includes entities dedicated to the securitization of assets or other financing transactions.

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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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Cancelled: BlueOrchard Breakfast Event – Geneva

25.03.2020 8:00 am CET

Geneva, Switzerland

BlueOrchard is pleased to announce its next breakfast meeting at Brasserie Da Matteo, Rue du Stand 50, Geneva, on Wednesday, 25 March 2020 at 8:00 am.

Please confirm your participation by 20 March 2020 to Ms Therese Peters.
BlueOrchard Finance Ltd – Rue du Commerce 9, 1204 Geneva
+41 44 441 55 51 – therese.peters@blueorchard.com