Legal Information

Conflict of Interest

Kaleido Privat Bank Ltd has taken organizational and regulatory precautions to prevent possible conflicts of interest and to handle and/or disclose such conflicts of interest, if any, in accordance with legal requirements. Further information can be found in our information-sheet "Conflicts of Interest Statement".

Conflict of Interest Statement

PDF, 109 KB

Order Handling and Best Execution

Our execution policy includes the measures taken to achieve the best possible execution of customer orders for the purpose of buying or selling securities or other financial instruments. The aim is always to execute customer orders in the best possible manner in terms of price, timing and quality. The focus of these principles is always on safeguarding the customer's interests. You can find more information on this in the information-sheet "Order Handling and Best Execution Statement".

Order Handling and Best Execution Statement

PDF, 108 KB

FinSA – Financial Services Act

On January 1, 2020, the Federal Act on Financial Services (FinSA) and the corresponding Financial Services Ordinance (FinSO) entered into force in Switzerland. The legislation aims, among other things, to expand and standardize client protection in the area of financial services and contributes to strengthening the reputation and competitiveness of the Swiss financial center. For more information, please refer to our information-sheet "Information Sheet FinSA".

Information Sheet FinSa

PDF, 140 KB

AEOI Partner States

A list of AEOI partner states can be found here

General Terms and Conditions (GTC)

Please find below the general terms and conditions (GTC), which contain the fundamental principles that govern the business relationship between the client and Kaleido Private Bank Ltd, in the absence of any other special agreements.

GTC

PDF, 734 KB