Client information

This information brochure provides you with information about Capberg Capital AG (hereinafter referred to as «Capberg Capital AG» or «Asset Manager»), our measures to avoid assets without contact and dormant assets, the financial

services we offer and the associated risks, how we deal with conflicts of

interest, compensations and the initiation of mediation proceedings before the Ombudsman's Office as well as the data protection declaration. The information in this brochure may change from time to time. The current version of this brochure can be accessed at any time at https://capberg.com/client-information.

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We inform you about the costs and fees of the financial services offered in the respective appendix to our asset management agreement.

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For information on the risks generally associated with financial instruments, please refer to the brochure «Risks Involved in Trading Financial Instruments» published by the Swiss Bankers Association. The brochure is available on the internet: www.swissbanking.ch.

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This brochure fulfils the information requirements under the Financial Services Act (FinSA) and the Ordinance to the Federal Act on Data Protection (DPO) and is intended to provide you with an overview of the financial services offered by Capberg Capital AG and the handling of client data.

Should you require further information, we would be pleased to be at your disposal in a personal meeting.

 

 

Client information
(August 2025)