Legal notice
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Disclaimer & Customer informations
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1. Acceptance
Please read the following legal notes/conditions of use (hereinafter referred to as the “Conditions of Use”) carefully before accessing our website. By accessing our website, you declare that you have understood the Conditions of Use and accept them in full. If you disagree with or do not understand one or more of the provisions in the present Conditions of Use, kindly leave our website.
2. Restricted access
Access to our website is not permitted to people who, especially on account of their nationality and/or place of residence, are subject to legal regulations that prohibit the publication of the content of our website or access to our website (no matter what the reasons). People to whom this restriction applies are forbidden from accessing our website.
3. No offer
The information and opinions published on our website do not constitute recommendations or encouragement, offers or invitations to (i) purchase or sell investment vehicles; (ii) conduct such transactions; or (iii) conclude other legal business. They are exclusively for information and advertising purposes. We cannot exclude the possibility that the described investment vehicles or services are unsuitable for you or are unavailable.
4. No advice
The information and opinions published on our website do not serve as investment advice, nor do they constitute advice on legal, fiscal, business or other matters in any way. They are unsuitable as the basis for decision-making. Please seek advice from specialized experts before deciding on any specific course of action. The presentation of content over the Internet and the consultation thereof do not establish any legal relationship whatsoever between the provider and the user.
5. No guarantees
We take utmost care in preparing the content of this website. The content on our website is constantly updated and checked for correctness. Nevertheless, We offer no guarantees (whether explicit or tacit) and make no promises about whether the content published on our website is correct, accurate, up-to-date or complete. In particular, we are in no way obliged to update outdated information or opinions, remove these from our website or flag them accordingly. The information and opinions available on our website are subject to change at any time without prior notification.
Furthermore, We accept no responsibility and offer no guarantees that the functions on our website will not be interrupted or error-free, that faults will be repaired or that the servers from which the content can be obtained are free of viruses, Trojans, worms, software bombs or other harmful components or programs.
In general, the past performance of an investment vehicle cannot in principle be used to draw any conclusions about the performance thereof in the future. Investments in foreign currencies are also subject to exchange-rate fluctuations. Dividends paid out in relation to individual investment vehicles may also change. We make no guarantees (i) that capital invested in investment vehicles will appreciate in value or remain unchanged; or (ii) about the size of future dividends.
All the data provided through this website, including financial market data, exchange-rate information, reports, research and other financial information, comes from sources that are carefully chosen and considered reliable. All available information is provided to users without guarantees about its accuracy and without explicit or tacit guarantees or warranties with regard to quality, originality, copyright-infringement or its suitability for a specific purpose.
6. No liability
We accept no liability and make no guarantees that the information made available on our website is up-to-date, correct or complete. We shall not be liable for either direct or indirect damage, including loss of earnings, incurred on the basis of information provided on our website or directly or indirectly related to use of our website and the content therein or the risks of the financial markets. Liability shall be restricted to negligence or foreseeable damage and excluded with regard to consequential damage and loss of earnings.
7. No orders
The input fields on our website are not available for submitting orders (e.g. for purchasing or selling investment vehicles) to us. Such orders will not be fulfilled by us – even without appropriate confirmation to the issuer – and will not establish any valid agreement with us.
8. Property rights, copyright and trademarks
All the elements on our website are protected by intellectual property rights and are the property of us or third parties. Downloading or printing elements of our website shall not transfer any rights thereto, in particular rights with regard to software or brands. Copyright and trademark notices may be neither changed nor removed. Reproduction of parts of or complete elements of our website, no matter what form this may take (especially electronically or printed), is permissible only if accompanied by complete references to the source and with our prior consent.
9. Links to other websites
Users who click on links (hyperlinks) may be taken away from our website to the websites of other providers (“external links”) and their content. We provide links to third-party websites on our website in addition to our own content purely for reasons of user-friendliness and information. We have no control over the content of such third-party websites and accept no responsibility for the correctness, completeness, verity or actuality thereof or its suitability for specific purposes. We accept no liability whatsoever, particularly for possible direct or indirect damage or the consequences of using the content of third-party websites. We have no influence over the content of linked pages and therefore, despite taking great care in its choice, accepts no liability for the content of external links, particularly those that are changed after the link was established.
In addition, we make no guarantees that such websites or their content (i) do not contain copyright or trademark infringements or other breaches of third-party rights; and (ii) are free of viruses and other hazardous components. No liability is accepted regarding the authenticity of the documents on the Internet.
10. Changes to Conditions of Use
We reserve the right to change these Conditions of Use from time to time. You are therefore requested to read these Conditions of Use whenever you access our website and determine whether you still accept the updated version thereof. If you disagree with or do not understand one or more of the updated Conditions of Use, kindly leave our website.
11. Legal validity of the disclaimers
The aforementioned disclaimers shall be considered an integral part of the website that links to this page. If any parts hereof or individual expressions herein do not, no longer or do not fully comply with the applicable legal framework, the content and validity of the remaining parts of this document will remain unaffected by this.
12. Applicable law and place of jurisdiction
For all customers, access to and use of this website as well as the Conditions of Use are subject to Swiss law. The place of jurisdiction is Zurich.
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Client information on the Financial Services Act (FINSA)
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The new Federal Financial Services Act (FINSA) came into force in Switzerland on January 1, 2020. On the one hand, it contains regulatory provisions on the offering of financial services and financial products and, on the other, protective mechanisms for investors. Even before the FINSA came into force, Aquila Ltd and its partner companies attached great importance to protecting the interests of their clients. Based on the new legislation, the existing processes were further revised and adapted to the requirements of the FINSA where necessary within the transition periods provided. Below, we summarize the most important information for you.
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About us
Aquila Swilken AG (hereinafter «the company») is an independent asset management company domiciled in Chur (GR). It holds a license from the Swiss Financial Market Supervisory Authority (FINMA) as an asset manager within the meaning of Art. 17 para. 1 FINIA and is directly supervised by FINMA.
As a partner company of Aquila Ltd, the company can draw on specific expertise in the areas of legal, compliance & risk, accounting and IT (outsourcing). Aquila Ltd has a banking license and is also supervised by FINMA.
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Our services
To our clients, we offer services in the fields of discretionary asset management and the sole transmission of orders (execution only). In addition, we provide other family office services on request, such as the consolidation of additional custody accounts, administrative support in cooperation with custodian banks, etc. We also have the ability to structure products and act as asset managers for certain certificates (derivatives).
All the services we offer and the corresponding costs are described in detail in the mandate agreement.
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Conflicts of interest
As part of our service, we consider a comprehensive range of products and services, which is limited by selection processes that are tried and tested and suited to your needs. For this purpose, we can also draw on research material from third parties (e.g. custodian banks). We strive to exclude conflicts of interest wherever possible and otherwise disclose them transparently. If research material from third parties is used and taken into account in the implementation of the investment strategy, this is done exclusively after careful examination and selection from the entire market offering considered in your best interest.
All our employees are bound by our internal code of conduct, which ensures that the needs of our clients are paramount. For further information we are of course at your disposal.
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Client segmentation
An important element of client protection in the FINSA is the segmentation of clients into investor protection classes. We divide them into three segments: private clients, professional clients, and institutional clients. Private clients enjoy the highest level of investor protection.
Unless you are informed otherwise, you are classified as a private client. Of course, you can request that your classification under FINSA be changed at any time. We will then discuss with you the possible alternatives and the associated requirements.
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Ombudsstelle
If, following a written complaint from you to the company, a conflict arises that cannot be settled bilaterally, you can turn to the ombudsman's office. The aim of the ombudsman's office is to reach an agreement between the parties in a neutral and independent manner. The services of the ombudsman's office are generally inexpensive or even free of charge and are offered in German, French, Italian and English.
We are affiliated with the following ombudsman’s office:
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Financial Services Ombudsman (FINSOM)
 Avenue de la gare 45
, 1920 Martigny.
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Contact
Do you have any further questions? We are at your disposal under the following contact details:
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Aquila Balmoral AG
Gäuggelistrasse 1
7000 Chur
Switzerland
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