Legal & Compliance

Regulatory information

The information below sets out our regulatory status, the audience this website is intended for, the risks associated with our activity, and the legal terms that govern access to this site. It is provided in good faith and should be read alongside any individual documentation we share with you directly.

5a — Regulatory status

FINMA authorisation

Advantage Family Office Services SA (CHE-323.770.694) is authorised as a portfolio manager by the Swiss Financial Market Supervisory Authority (FINMA) and is supervised by an approved supervisory organisation (SO).

You can verify our authorisation in the official FINMA register of authorised portfolio managers and trustees: FINMA register (PDF) — search for our registered company name.

5b — Audience

Qualified / professional investors only

The information on this website is intended solely for qualified investors as defined under applicable Swiss law (in particular the Collective Investment Schemes Act, CISA, and the Financial Services Act, FinSA). It is not directed at, and should not be relied upon by, retail clients. By proceeding, you confirm that you meet these criteria.

5c — Risk

Important risk information

Investing in private, growth-stage companies and in convertible notes carries significant risk, including the total loss of capital. Such investments are illiquid, may not be readily realisable, and are suitable only for investors who can bear the loss of their entire commitment. Past performance is not a reliable indicator of future results. Nothing on this website constitutes an offer, solicitation, or recommendation to buy or sell any financial instrument, nor investment, legal, or tax advice.

5d — No offer

No offer / no solicitation

This website is for information purposes only and does not constitute an offer or solicitation in any jurisdiction where such an offer or solicitation would be unlawful, or to any person to whom it would be unlawful to make it.

5e — Privacy

Privacy & data protection

Outline · to be completed by counsel

A full privacy policy will cover: what personal data we collect (e.g. contact forms, opportunity submissions), the legal basis for processing, retention periods, recipients and any onward transfers, international data transfers, and the rights of data subjects — aligned with the Swiss Federal Act on Data Protection (nFADP) and, where we engage with EU founders or investors, the General Data Protection Regulation (GDPR).

For any data-protection enquiry in the interim, please write to info@advantage-office.com.

5f — Imprint

Legal mentions

Advantage Family Office Services SA · CHE-323.770.694 · Chemin Frank-Thomas 10BIS, 1208 Genève, Switzerland · Authorised by FINMA ·

© Advantage Family Office Services SA. All rights reserved.