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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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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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Economist Sustainability Week – Countdown to COP27

04.10.2022 9:00 am CEST

London, United Kingdom

The Economist’s Sustainability Week “Countdown to COP27” is in full force. Our Maria Teresa Zappia will be joining the panel discussing “The power of public-private partnerships in decarbonising the hard to abate.” In particular, the panel will focus on how collaboration is essential to preventing a climate disaster. The conversation will shed light on the role public-private partnerships can play in decarbonising hard-to-abate sectors.