Nützliche Links

SBVg Richtlinien

Seit dem 1. Februar 1997 regelt das Börsengesetz (Bundesgesetz über die Börsen und den Effektenhandel vom 24. März 1995) den gewerbsmässigen Handel mit Effekten. Das Börsengesetz verpflichtet die Effektenhändler, ihre Kunden über Geschäftsarten und Anlagen, die besondere Risiken aufweisen können, aufzuklären.

Risks

Corporate Governance & BASEL III - PILLAR 3

The identification, control and management of risks are at the heart of Cité Gestion. The enclosed presentation gives you the corresponding information. You will also find qualitative and quantitative information in accordance with the FINMA circular 2016/01 requirements.

The risks inherent in Cité Gestion activities can be categorised as follow:

  • Financial risks: credit and counterparty & market risks;
  • Operational risks: business relationship, investment (customer asset management), fraud, cyber and business continuity risks;
  • Reputational risk resulting from mismanagement of the above mentioned points.

Download the pdf

Terms & conditions

Disclaimer

The use of this website and the services offered by Cité Gestion are subjected to certain legal rules. In particular, the site does not constitute an offer to contract or to subscribe to investment products or services. This site is not intended to any person residing in any jurisdiction where the presentation of commercial or financial information is a violation of an applicable law or subject to authorization, regardless of the language used. Cité Gestion neither assumes nor accepts any responsibility or liability whatsoever for the use of data contained in this website. Under this link, you will find a summary of the legal context and of your legal rights and obligations.

General Terms and Conditions

You shall find under this link the General Terms and Conditions governing to the accounts opened with Cité Gestion. The applicable version is the one signed by the client as well as its subsequent versions, issued by Cité Gestion, upon their respective entry into force, once duly notified to the client.

Personal Data

Cité Gestion is legally required to collect and process the personal data of its clients and of the different persons who come into contact with Cité Gestion within the context of the business relations. The Swiss regulation preserves the integrality of this data and regulates its usage. Under this link, you will find a summary of the legal context and of your legal rights and obligations.

Fiscal Data

Cité Gestion is legally required to collect and sometimes transfer to Swiss or foreign fiscal authorities some personal data regarding its clients (and the beneficial owners of the assets deposited) and economic data. Under this link, you will find a summary of the legal context and of your legal rights and obligations.

EULA

Cité Gestion offers its customers secure electronic access to their accounts ("MyCGE" service). You will find under this link the conditions imposed by the technical provider of online access. Each time the "MyCGE" service is used, the user agrees to be bound by the terms of the current version of the attached conditions.

Was passiert, wenn der Kontakt zum Kunden abbricht

Bankgeschäftsbeziehungen sind auf Dauer ausgelegt und können sich über sehr lange Zeiträume erstrecken. Es kommt immer wieder vor, dass Banken den Kontakt zu einem Kunden verlieren. Es ist in der Schweiz exakt geregelt, wie die Banken dann vorgehen müssen und was mit dem Vermögen passiert.

Conception et réalisation

blossom communication: www.blossom-com.ch

Développement technique

Monoloco: www.monoloco.ch

Rédaction des textes

Philippe de Weck

Crédits photographiques

Getty Images
iStock Photo