Company Name:
Swiss Portfolio Management AG

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Legal Form:
Aktiengesellschaft (Corporation under Swiss law)

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Registered Office:
Bahnhofstrasse 10
8001 Zürich
Switzerland

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Commercial Register Number:
CH-660-1456006-9

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VAT Number (UID):
CHE-112.987.863

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Managing Directors / Board of Directors:
Mats Uno Hartling (President of the Board & CEO)
Rolf Schmied (Member of the Board)
Samer Modad (Member of the Board)

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Contact:
Email: info@spmswiss.ch
Phone: +41 43 456 26 14

Website: www.spmswiss.ch

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Purpose of the Company:
Swiss Portfolio Management AG provides asset management and investment advisory services under the Swiss Financial Institutions Act (FINIA), including portfolio management (Art. 17 para. 1 FINIA), investment advice (Art. 19 para. 3 lit. a FINIA), and the offering of financial instruments (Art. 19 para. 3 lit. c FINIA). The company also offers corporate advisory services, project and financial management, and related financial services.

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Regulatory Information:

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Ombudsman Office (as per Art. 74 FINSA):
Finanzombudsstelle Schweiz (FINOS)
Talstrasse 20
8001 Zürich
Switzerland
Website: www.finos.ch
Email: info@finos.ch
Phone: +41 44 552 08 00

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Supervisory Organisation (Aufsichtsorganisation):
OSFIN – Organisation de Surveillance Financière
Talstrasse 20
8001 Zürich
Switzerland
Website: www.osfin.ch
Email: info@osfin.ch
Phone: +41 44 552 08 80

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Regulatory Authority:
Swiss Financial Market Supervisory Authority FINMA
Laupenstrasse 27
3003 Bern
Switzerland
Website: www.finma.ch
Email: info@finma.ch
Phone: +41 31 327 91 00

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Disclaimer:
The content on this website is for informational purposes only and does not constitute investment advice, an offer, or a solicitation to buy or sell any financial instrument. Swiss Portfolio Management AG assumes no liability for the correctness, accuracy, or completeness of the information provided.

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