Register2018-02-27T10:19:27+00:00

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We are conscious of the increasing burden Wealth Managers face on margins and their need to control costs. However, you, as Wealth Manager, must continue to offer high value services to your clients, which may require using highly specialised services delivered by team of experts such as fund selectors. In that context, WS Partners is pleased to propose you the OpenList Services. It is an innovative fund selection service that will help you navigate the world of UCITs funds in a cost efficient and compliant framework, while ultimately increasing the use of actively managed funds to the benefit of your clients.

The access is free for qualifying professional investors. Membership application is done by filling a due diligence questionnaire and acknowledging the service terms and conditions. Membership is subject to approval by WS Partners. You will receive a personal log-in and password to access the OpenList Services dedicated web site.

This service is offered at no constraints or costs, thanks to the contribution from the selected funds’ asset managers, sponsors or distributors (“contributors”). However, in return you must be aware that the universe of selected funds is limited to the funds from the contributors to the OpenList. As such, it may not represent all the funds currently selected by WS Partners.In addition, only promoters or fund distributors may distribute or advertise funds on this website. As such, any information contained on this website that is considered to be advertising or distribution comes solely from the promoter or distributor of the funds.

Please fill in this form

WS Open Funds List - free per 1 year - Ongoing.

PLEASE NOTE THAT YOUR USE OF THIS WEBSITE REQUIRES FULL ACCEPTANCE WITHOUT RESERVATION ON YOUR PART OF THE CONDITIONS OUTLINED BELOW.

DISCLAIMER

None of the information and statements published on this Website constitutes a distribution, a recommendation, an offer to sell or a solicitation of an offer to buy any securities or to engage in any kind of transactions in any investment product described by Wealth Solutions Partners SA (WSP). All information available on this Website is of a descriptive nature.

The information published on this Website is intended only for the use of Qualified Investors in Switzerland. If you or your business are not resident or domiciled in Switzerland, you are not authorised to access this Website.

The following web pages may contain information on foreign collective investment schemes which have not been approved by the Swiss Financial Market Supervisory Authority (FINMA) for distribution in or from Switzerland to non-qualified investors in accordance with Article 119 et seq of the Federal Act on Collective Investment Schemes of 23 June 2006 ("CISA"). 

All funds which are Swiss registered funds, are available to the General Public in Switzerland, and will be indicated as such in the web site.  ALL other funds, which are NOT available to the General Public in Switzerland, are available ONLY to QUALIFIED INVESTORS as defined in the Swiss Collective Investment Schemes Act and its implementing regulations, and will be indicated as such in the web site.

QUALIFIED INVESTORS

The information contained in the following pages is only directed to "qualified investors" within the meaning of Article 10 CISA with domicile/registered seat in Switzerland.

Qualified investor pursuant to Article 10 para 3,3 bis and 3 ter CISA are in particular:

1. regulated financial intermediaries, such as banks, securities dealers, fund management companies and asset managers of collective investment schemes and central banks;

2. regulated insurance companies;

3. public entities and retirement benefits institutions with professional treasury facilities;

4. companies with professional treasury facilities; and

5. high-net worth individuals which fulfil the requirements of Article 6 of the Ordinance on Collective Investment Schemes of 22 November 2006 ("CISO").

In the event that you are an "independent asset manager" and fulfil the requirements of Article 3 para 2 lit. c CISA, you certify that you will use the information on this website exclusively for those of your clients that are considered as qualified investors within the meaning of Article 10 CISA.  

INVESTORS IN SWITZERLAND

The information on this web site is not directed at any person in any EEA jurisdiction, nor is any such person in an EEA jurisdiction eligible to act on the information contained herein, unless such person is an institutional investor. An "institutional investor" for these purposes means an eligible counterparty or a professional investor as defined by the Markets in Financial Instruments Directive 2004/39/EC.

The information on this website is not directed at any US Person. By proceeding you confirm that you are not a US Person. This website is reserved exclusively for non-US persons and should not be accessed by any person in the United States.

Web Site Terms and Conditions of Use and Privacy Policy

Please read the following terms of service relating to your use of the Wealth Solutions Partners SA website carefully as they govern your use of the site and all services offered through the site, and if you agree to the terms click the button “ACCEPT” at the end of the terms.

1. ACCEPTANCE OF TERMS

This website WSPartners.ch/OpenList (‘Site’) is owned and operated by Wealth Solutions Partners SA (‘WSP’), a Swiss registered Limited Partnership (Société Anonyme) operating under Swiss Law. All references to WSP include its entities, affiliates, websites and subsidiaries. WSP provides the services offered on the Site subject to the Terms of Service (‘TOS’) contained herein, which may be updated from time to time without notice to you. You can review the most up-to-date version of the Site’s TOS by visiting the Site.

By using the Site, you agree and consent to be bound by these TOS and all disclaimers, rules and terms and conditions that appear elsewhere on or in connection with the Site. If at any time you become dissatisfied with the TOS, you agree that your sole and exclusive remedy is to discontinue using the Site and Services (as defined below).

By submitting this form, you consent that Wealth Solutions Partners SA may share your personal information as set in the Wealth Solutions Partners Privacy Policy with our chosen service providers, including funds’ sponsors or distributors represented in this web site. You also confirm that you have read and accept the Wealth Solutions Partners Terms and Conditions of Use and Privacy Policy herein.

2. SERVICES OFFERED BY WSP

WSP provides users with services including reports, downloads, articles, communication tools, search services, analysis, commentary (each a ‘Service’ and collectively, ‘Services’). You hereby acknowledge that the Service may include advertisements from third parties unrelated to WSP. You further understand and acknowledge that in providing the Services, WSP may, at its sole discretion, communicate with me via email, newsletters, service announcements, administrative messages and other modes of communication. When added, all new Services shall be subject to this TOS. As described herein, all Services are provided to you on an “as-is” basis and WSP assumes no responsibility for your use of the Services and Content.

3. PRIVACY POLICY

User Information, including the information provided when you use the Site and Services is subject to our Privacy Policy.

You understand that through your use of the Site and Services you consent to the collection and use (as set forth in the Privacy Policy) of this personal information by WSP.

4. SUBSCRIPTIONS

YOU SHOULD READ THESE TERMS CLOSELY BEFORE YOU SUBSCRIBE.

The access to the Site and part of the Services are provided on a free of charge subscription to you. 

Your initial subscription will occur upon your registration being completed and accepted by WSP, and a user name and password access granted to you (as per Registration below).

Your subscription will continue for the period referenced during registration (the “Term”), and renew automatically at the end of the Term, unless you notify us of your decision not to renew your subscription by contacting us via email at support@WSPartners.ch. You may not notify us of a decision not to renew your subscription by any other means (such as by sending a request via another email address, postal mail or by calling any phone number).

In connection with your subscription renewal, you agree that WSP collects information or update information associated with your subscription by the means of a renewal questionnaire submitted to you. Failure to fill-in the renewal questionnaire will be subject to your subscription cancellation at WSP discretion.

5. INVESTMENT ADVICE

No content published on this Site constitutes a recommendation that any fund, security, portfolio of securities, transaction or investment strategy is suitable for any specific person. None of the authors, information providers or their affiliates are advising personally concerning the nature, potential, value or suitability of any fund, security, portfolio of securities, transaction, investment strategy or other matter. You understand that an investment in any security is subject to several risks and that discussions of any security published on the Site will not contain a list or description of relevant risk factors.

Data shown on this Site is supplied by sources believed to be reliable. Calculations herein are made using such data, and that such calculations are not guaranteed by these sources, the information providers, or any other person or entity, and may not be complete.

The information contained in the Site is for discussion and informational purposes only. In no way should any information presented on the Site be considered investment advice. WSP, its partners, and employees do not represent or warrant the accuracy of any information contained on this Site.

All contents of this Site and associated communications are provided for information and educational purposes only. The Site is not intended to provide tax, legal, insurance or investment advice, and nothing on the Site should be construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security by WSP or any third party. You alone are solely responsible for determining whether any investment, security or strategy, or any other product or service, is appropriate or suitable for you or the investors you advise, based on your, or their investment objectives and personal and financial situation. You should consult an attorney or tax professional regarding your, or your clients, specific legal or tax situation.

6. REGISTRATION

You need to be a registered user to access the Site. To utilise the Services offered on the Site, WSP requires you to register and, upon acceptation of your registration by WSP, to create an account (“User Account”). You are requested by WSP to provide information in connection with the registration process. Your use of the Services shall be conditioned upon providing such information, and you agree to provide true, accurate, current and complete information as prompted by the Service’s interface, and you agree to update such information as necessary from time to time to keep it true, accurate, current and complete.

7. SECURITY

If you register for the Site and Services and create a User Account, you will be provided a username and password. You acknowledge that you are responsible for maintaining the confidentiality of the password as well as all activity that occur under your User Account and password. You agree that at the end of each session using the Site and Services, you will exit your User Account. In the event of any unauthorized use of your password and/or User Account, you agree that you will immediately notify WSP by contacting us via email at contact@WSPartners.ch. WSP cannot and will not be liable for losses or damages arising from your failure to comply with this Section.

8. USE OF THE SITE AND SERVICES

The Site and Services are intended for your personal use in accordance with these TOS. By using the site, you agree that you will not copy, display or distribute any part of the Site, including Content provided by third parties, in any medium, without WSP’s prior written consent. You also agree that you will not use any automated devices such as spiders, robots or data mining techniques to catalog, download, store or otherwise reproduce, store or distribute Content available on the Site or to exceed the access granted to you by WSP.

Illegal and/or unauthorized use of the Site and Services is a violation of this Agreement. WSP reserves the right to take legal action for any such violation to the full extent permitted by law.

9. USER SUBMISSIONS AND CONTENT

You acknowledge and agree that all comments, messages, products, services or other materials posted to the Site (“Content”) are the sole responsibility of the person or entity from which such Content originated. 

10. LINKS

Through the Site and Services, WSP may provide, or third parties may provide, links to other websites, documents or resources. WSP has no control over such sites and resources. Therefore, you acknowledge and agree that WSP is not responsible for the availability of such external websites or resources, and does not endorse and is not responsible or liable for any content, advertising, products, or other materials on or available from such websites or resources.

You enter other websites at your own risk and are highly advised to review their terms of service, privacy policies and other use agreements.

11. TERMINATION

WSP reserves the right to terminate your access to and/or use of the Services and remove and discard any Content at any time for any reason, including without limitation any failure to comply with any part of these TOS. WSP also reserves the right to discontinue providing all or part of the Services. You agree that any termination of your access to or use of the Service and any discontinuation by WSP in providing the Services may be effected without notice to you and that WSP shall be under no obligation to provide any further access to any Content. You agree that WSP shall not be liable to you or any third-party for any such termination or for any interruption or discontinuation of the Services.

12. DISCLAIMER OF WARRANTIES

YOU EXPRESSLY UNDERSTAND AND AGREE THAT: (a) YOUR USE OF THE SERVICES IS AT YOUR SOLE RISK. THE SERVICES ARE PROVIDED ON AN “AS IS” AND “AS AVAILABLE” BASIS. WSP EXPRESSLY DISCLAIMS ALL WARRANTIES, REPRESENTATIONS AND GUARANTEES OF ANY KIND, WHETHER EXPRESS OR IMPLIED, STATUTORY OR OTHERWISE, TO THE FULL EXTENT PERMISSIBLE UNDER THE LAW; (b) WSP WILL MAKE REASONABLE EFFORTS TO MAINTAIN THE SERVICES, HOWEVER, WSP IS NOT RESPONSIBLE FOR ANY DAMAGE, LOSS OF DATA, CONTENT OR INFORMATION, REVENUE, OR OTHER HARM ARISING OUT OF DELAYS, MISDELIVERY OR NONDELIVERY OF INFORMATION, RESTRICTION OR LOSS OF ACCESS, BUGS, VIRUSES OR OTHER ERRORS, UNAUTHORIZED USE, OR OTHER INTERACTION WITH THE SERVICES. YOU ARE RESPONSIBLE FOR MAINTAINING AND BACKING-UP YOUR DATA AND INFORMATION THAT MAY RESIDE ON THE SERVICES. WSP DOES NOT WARRANT THAT (i) THE SERVICES WILL MEET YOUR SPECIFIC REQUIREMENTS, (ii) THE SERVICES WILL BE UNINTERRUPTED, TIMELY, SECURE, OR ERROR-FREE, (iii) THE RESULTS THAT MAY BE OBTAINED FROM THE USE OF THE SERVICES WILL BE ACCURATE OR RELIABLE, (iv) THE QUALITY OF ANY PRODUCTS, SERVICES, INFORMATION, OR OTHER MATERIAL OBTAINED BY YOU THROUGH THE SITE AND SERVICES WILL MEET YOUR EXPECTATIONS;  (v) ANY MATERIAL DOWNLOADED OR OTHERWISE OBTAINED THROUGH THE USE OF THE SERVICES IS DONE SOLELY AT YOUR OWN DISCRETION AND RISK.

13. LIMITATION OF LIABILITY

YOU EXPRESSLY UNDERSTAND AND AGREE THAT WSP SHALL NOT BE LIABLE FOR ANY DIRECT, INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL OR EXEMPLARY DAMAGES, INCLUDING WITHOUT LIMITATION ANY SUCH DAMAGES RELATING TO (i) THE USE OR THE INABILITY TO USE THE SERVICES; (ii) THE COST OF PROCUREMENT OF SUBSTITUTE GOODS AND SERVICES RESULTING FROM ANY GOODS, DATA, INFORMATION OR SERVICES OBTAINED OR MESSAGES RECEIVED FROM THE SERVICE; (iii) UNAUTHORIZED ACCESS TO OR ALTERATION OF YOUR TRANSMISSIONS OR DATA; (iv) STATEMENTS OR CONDUCT OF ANY THIRD PARTY ON THE SERVICES; OR (v) ANY OTHER MATTER RELATING TO THE SERVICES.

14. NOTICE

WSP may provide you with notices, including those regarding changes to this TOS by email, postal mail or postings on the Service. For the avoidance of doubt, the TOS may be updated from time to time without notice to you. You can review the most up-to-date version of the Site’s TOS.

15. INTELLECTUAL PROPERTY & TRADEMARKS

You hereby acknowledge that except for Content submitted by third parties, WSP is the sole owner of all text, messages, information, software, scripts, images, graphics, audio, video, interactive features, and the like contained on the Site (“WSP Content”). WSP owns all proprietary rights, including but not limited to trademarks and copyrights in the WSP Content and its selection, organisation, and arrangement. WSP Content is provided to you AS IS for your information and personal use only and may not be used, copied, reproduced, distributed, transmitted, broadcast, displayed, sold, licensed or otherwise exploited. If you download or print any WSP Content for personal use, you shall retain all copyright and other proprietary notices contained therein.

The WSP logos, trademarks and service marks and other WSP logos, product names and service names (“WSP Marks”) are trademarks of WSP. You agree that you will not display or use the WSP Marks in any manner whatsoever without our prior consent.

16. MISCELLANEOUS

Force Majeure – WSP shall not be liable for delay, termination or diminution in the Site or Service if the same is caused by conditions beyond a WSP reasonable control, including but not limited to, governmental action, terrorist act, riot, fire, flood, accident, earthquake, electrical outage, telecommunications line failure, Internet outages, computer viruses, denial-of-service attacks, network failure, explosion, embargo, strike, labor or material shortage, transportation interruption, or work slowdown.

Entire Agreement / Amendments – This Agreement constitutes the entire understanding between the parties with respect to the subject of the Agreement. Notwithstanding the foregoing, these TOS may be modified from time to time by WSP. 

Governing Law – This Agreement shall be construed and interpreted under the substantive laws of Switzerland, without regard to the choice of law provisions of any jurisdiction. This Agreement shall be enforced in the court of Geneva.

Entire Agreement – This document contains the entire understanding and agreement between you and WSP regarding your use of the Services. Notwithstanding the foregoing, you acknowledge that you may be subject to additional terms and conditions that may apply when you use or purchase other services from WSP and/or third parties.

The Site is directed solely to professional investors residing in Switzerland. We make no representation that materials provided on the Site are appropriate or available for use in other locations. Those who choose to access the Site from other locations do so on their own initiative and at their own risk, and are responsible for compliance with local laws, if and to the extent applicable. We reserve the right to limit the availability of the Site to any person, geographic area, or jurisdiction we so desire, at any time and in our sole discretion, and to limit the quantities of any such service or product that we provide.

Privacy Policy

WSP IS COMMITTED TO YOUR PRIVACY. TO LEARN MORE ABOUT THE INFORMATION WE COLLECT AND USE, THE SECURITY OF YOUR INFORMATION AND HOW AND WHEN WE SHARE IT, PLEASE READ THE PRIVACY POLICY BELOW. PLEASE READ THIS DOCUMENT CAREFULLY, AS IT GOVERNS YOUR USE OF THE SITE AND ALL SERVICES OFFERED THROUGH THE SITE.

This policy covers how WSP treats personal information, and information of the company you work for, that we collect and receive, including information related to your past use of our products and services. Personal information is information about you and the company you work for that is personally identifiable and that is not otherwise publicly available.

Information Collection and Use

WSP collects Personal information when you register with WSP, when you use the site and services offered on the site, when you visit pages on the site or the pages of certain partners. WSP may also combine information about you that we have with information we obtain from business partners or other companies.

WSP uses such information for the following general purposes: to customize the content you see, fulfil your requests for products and services, improve our services, contact you, conduct research, and provide reporting for internal and external clients. When you register we may ask for information such as your name, email address, birth date, gender, postal code and company demographics of the company you work for. When you register with WSP and sign in to our services, you are not anonymous to us.

WSP collects information about your transactions with us and with some of our business partners, including information about your use of the products and services that we offer. WSP automatically receives and records information on our server logs from your browser, including your IP address, WSP cookie information, and the pages you request.

Information Sharing & Disclosure

WSP does not rent, sell, or share personal information about you with other people or non-affiliated companies except to provide products or services you request, when we have your permission, or under the following circumstances:

We provide the information to trusted partners who work on behalf of WSP under confidentiality agreements to provide services in support of the site. These trusted partners may the sponsors or distributors of the funds presented on the Site. However, these companies do not have any independent right to use or share this information. We may sometimes share aggregate non-personal information with third parties about how our users utilise the site and services. This aggregate information is typically in the form of statistics, such as numbers of WSP users who live in a locale or fall within a particular business group. Such aggregate information is gathered from individual WSP users’ information but is not traceable to any specific identifiable WSP user. WSP may share personal information with third parties to the extent required to respond to subpoenas, court orders, or legal process, or to establish or exercise our legal rights or defend against legal claims. WSP may also share personal information to investigate, prevent, or take action regarding illegal activities, suspected fraud, situations involving potential threats to the physical safety of any person, violations of the WSP Terms of Service, or as otherwise required or permitted by law.

If WSP is acquired by or merged with or into another company, personal information may be transferred and become subject to a different privacy policy.

You will be notified when your personal information is collected by any third party that is not our agent/service provider, so you can make an informed choice as to whether or not to share your information with that party.

Personal information collected on WSP may be used for business purposes. Users agree to grant WSP the right to retain personal information indefinitely.

Newsletters and Alerts

If you wish to subscribe to newsletter(s) and/or alert system, we will use your name and email address to send the newsletter or alert to you. Out of respect for your privacy, we provide you a way to unsubscribe. If you no longer wish to receive our newsletter, alerts and promotional communications, you may opt-out of receiving them by following the instructions included in each communication or by contacting us at contact@WSPartners.ch.

Cookies

WSP, like many websites, uses cookies. A cookie is a file containing a string of code text that we transfer to your computer’s hard drive, to be kept there for later use. With cookies in place, whenever you use your Web browser to connect to WSP, our systems can recognise you. This enables WSP to present you with custom web pages and options. You can set up your browser to reject cookies or tell you when a cookie has been sent.

WSP also uses Web beacons (also known as action tags or single pixel gifs) to allow us to count how many people have visited a certain page. This enables us to assess the popularity and effectiveness of the material posted on the WSP website. Additionally, we sometimes use Web beacons to access cookies inside and outside our Web pages and relating to WSP products and services. A Web beacon is a transparent image placed on a Web page that sends a signal when a person visits that page. This enables us to assess the popularity and effectiveness of the material posted on the WSP web site. We may also use Web beacons relating to emails sent to WSP users to let us know whether and when the email was opened.

We do link the information we store in cookies to any personally identifiable information you submit while on our site.

Editing and/or Deleting Account Information and Preferences

You can edit the information contained in your account at any time. You can delete your WSP account by contacting us at contact@WSPartners.ch. Although your account will be deactivated immediately, information provided to us while you were a registered user may remain in back-up storage on our servers indefinitely. Nevertheless, once you delete your account, this information will be inaccessible to the public.

Confidentiality and Security

WSP limits access to personal information about you to employees, and trusted partners such as the sponsors or distributors of the funds presented on the Site, who we believe reasonably needs such information to provide products or services to you or in order to do their jobs. In addition, WSP maintains physical, electronic, and procedural safeguards that comply with regulations to protect personal information about you.

Although WSP takes your privacy seriously and will take reasonable and customary measures to protect it, we cannot guarantee that there will be no unauthorized use of your personal information.

Third-Party Websites

From time to time, WSP may make available to you certain services offered by third parties or may include links to sites operated and controlled by third parties. Those third-party services and sites are not governed by this Privacy Policy. Users who choose to visit those third-party sites are advised to review their privacy policies.

Access to Personal Information

If at any time you would like to review the personal information we collect about you, just ask. You should send an email to contact@WSPartners.ch from the email account you used to create your account and we will provide you with a summary, as well as an opportunity to correct and update this information.

Changes to This Privacy Policy

This Privacy Policy may be changed from time to time. We will notify you about significant changes by sending a notice to the primary email address specified in your WSP account or by placing a prominent notice on our site.

If we decide to change our privacy policy, we will post those changes to this privacy statement, the homepage, and other places we deem appropriate so that you are aware of what information we collect, how we use it, and under what circumstances, if any, we disclose it. We reserve the right to modify this privacy statement at any time, so please review it frequently.


By clicking below, you confirm that you have read the Terms and Conditions of Use and Privacy Policy and agree to be bound by them.


 

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