Duty to Provide Information – Financial Services Act

Affiliation with Ombudsman’s Office

With registered Branch offices in Zurich, Geneva and Basel, deVere & Partners Switzerland SA is a financial Service provider according to the Swiss Services Act. In compliance with its legal duties, deVere & Partners Switzerland SA is a member of “Finanzombudsstelle Schweiz FINOS” ombudsman’s office (“FINOS”). FINOS is an ombudsman’s office according to the Swiss Financial Services Act and has been licensed by the Swiss Federal Department of Finance. FINOS is domiciled at Talstrasse 20, 8001 Zurich, Switzerland. FINOS can be contacted at their domicile, by phone no +41 44 552 08 00 or by e-mail to [email protected].

Should disputes arise between the client and deVere & Partners Switzerland SA You can complain to an ombudsman if you’ve already complained to the organisation and couldn’t solve your problem through their complaints procedure, the Swiss Financial Services Act states that these complaints may then be settled by an ombudsman in mediation proceedings. deVere & Partners Switzerland SA may change the ombudsman’s office at any time while acting in compliance with its regulatory duties. The current information with regard to the ombudsman’s office membership of deVere & Partners Switzerland SA can be received from deVere & Partners Switzerland at any time.

Duty to Provide Information – Insurance Supervision Law

Identity of Insurance Companies

Product(s) offered are registered to Generali Switzerland and Swiss Life.

Essence of Contractual Relationship

deVere & Partners Switzerland SA independently introduces its clients to the product/s of the above mentioned company/companies and is not appointed as an agent, representative or employee of such companies. deVere & Partners Switzerland SA therefore does not have the authority, actual or apparent, to act for or bind those companies in any way, but to act only as consultants to you, the client.

Assumption of Liability and Complaints Procedure

deVere & Partners Switzerland SA agrees to assume and accept responsibility for all actions and claims arising from negligence, provably committed by the consultant, named above, when acting on behalf of deVere & Partners Switzerland SA. In the unlikely event of a complaint, please contact in writing our Complaints Department on [email protected].

Following receipt, all complaints shall be reviewed comprehensively and substantially in accordance with the deVere Complaints Procedure, a copy of which will be made available to all deVere & Partners Switzerland SA clients upon request.