Contact address

Turicum Advisory AG
Auf der Mauer 8
CH-8001 Zurich
info@turicumadvisory.ch

Swiss registry of commerce

Turicum Advisory AG
Company nr: CH-020.3.042.098-1
Registry of commerce of canton of Zurich

Disclaimer

The author reserves the right not to be responsible for the topicality, correctness, completeness or quality of the information provided.

Liability claims regarding damage caused by the use of any information provided, including any kind of information which is incomplete or incorrect, will therefore be rejected.

All offers are non-binding. Parts of the pages or the complete publication including all offers and information might be extended, changed or partly or completely deleted by the author without separate announcement.

Liability for links

References and links to third party websites are outside our area of responsibility. Any responsibility for such websites is declined. Access and use of such websites is at the user’s own risk.

Copyrights

The copyrights and all other rights to the content, images, photos or other files on the website belong exclusively to Turicum Advisory AG or to the specifically named rights holders. The written consent of the copyright holders must be obtained in advance for the reproduction of any elements.

Data protection

Based on Article 13 of the Swiss Federal Constitution and the data protection provisions of the Swiss Confederation (Data Protection Act, DSG), every person has the right to protection of his or her privacy and to protection against misuse of his or her personal data. We comply with these provisions. Personal data is treated as strictly confidential and is neither sold nor passed on to third parties.

In close cooperation with our hosting providers, we strive to protect the databases as well as possible against unauthorized access, loss, misuse or falsification.

When you access our web pages, the following data is stored in log files: IP address, date, time, browser request and general transmitted information about the operating system or browser. This usage data forms the basis for statistical, anonymous evaluations so that trends can be identified, which we can use to improve our offerings accordingly.

FinIA – Financial Institutions Act

FINMA authorization as an independent asset manager (Art. 5 para. 1 FinIA)

Turicum Advisory AG is considered an asset manager within the meaning of Art. 17 Para. 1 FINIA and manages individual portfolios within the meaning of Art. 19 Para. 1 FinIA. Based on an order, it provides financial services on a commercial basis in the name and on account of customers.

 

The company is in the approval process and has submitted the relevant applications to the supervisory organization (AO) OSFIN to obtain the license as an independent asset manager in accordance with Article 5 para. 1 FinIA and Art. 74 para. 2 FiaIA.

 

Ombudsman’s Office and customer complaints (Art. 16 FinIA)

Financial intermediaries now must join an ombudsman’s office in mediation proceedings to settle legal disputes. This procedure is free of charge for customers and is intended to induce the parties to reach a fundamentally amicable solution. This arbitration board must be unbureaucratic, fair, quick and impartial.

 

Our company is registered at the following ombudsman’s office:

Verein Ombudsstelle für Finanzdienstleister (OFD)
Bleicherweg 10
CH-8002 Zürich
ombudsmann@ofdl.ch
+41 44 562 05 25

 

Date: December 2024

 

Turicum Advisory AG