<h3>Episode 1: «Inbound Cross-border Fund Offerings»</h3>
<p>In this episode <a href="https://www.homburger.ch/en/team/jurg-frick/">Jürg Frick</a> and <a href="https://www.homburger.ch/en/team/vanessa-isler/">Vanessa Isler</a> discuss what foreign funds and their distributors have to keep in mind when they are looking to approach Swiss investors, with a special focus on when a foreign fund or distributor may be providing a financial service under FinSA.</p>


<h3>Episode 2: «Ansässigkeit»</h3>
<p>The FinSA newly regulates the cross-border provision of financial services in Switzerland. When is a foreign financial services provider considered to be based in Switzerland? Under which circumstances do its client advisors have to be registered in Switzerland? And what sanctions apply in case of non-compliance with these rules?</p>
<p>In this episode, <a href="https://www.homburger.ch/en/team/benedikt-maurenbrecher/">Benedikt Maurenbrecher</a> and <a href="https://www.homburger.ch/en/team/stefan-bindschedler/">Stefan Bindschedler</a> answer these and other questions.</p>


<h3>Episode 3: «Reverse Solicitation»</h3>
<p>Financial services rendered by foreign financial services providers at a Swiss client’s own exclusive initiative are not subject to the Financial Services Act («reverse solicitation»). But what exactly are the conditions for the financial services provider to be able to rely on the exemption? And how does reverse solicitation play out within the context of the offering of financial instruments?</p>
<p>Join <a href="https://www.homburger.ch/en/team/stefan-kramer/">Stefan Kramer</a> and <a href="https://www.homburger.ch/en/team/manuel-baschung/">Manuel Baschung</a> for a primer on these and other questions.</p>


<h3>Episode 4: «On Tour with Investors»</h3>
<p>What has to be done – or avoided – when going on a road show to meet potential or existing shareholders or other investors in Switzerland? <a href="https://www.homburger.ch/en/team/david-borer/">David Bore</a>r and <a href="https://www.homburger.ch/en/team/benjamin-leisinger/">Benjamin Leisinger</a> will explain the «dos &amp; don&#8217;ts» when it comes to road shows under the Financial Services Act, in particular as to the concepts of «advertising», the «provision of financial services» and an «offer».</p>


<h3>Episode 5: «Robo Advisors in Switzerland – Regulatory Framework»</h3>
<p>Robo Advisors increasingly gain traction in Switzerland and have been able to record a substantial growth in their assets under management in recent years.</p>
<p>In view of these developments, <a href="https://www.homburger.ch/en/team/hansjurg-appenzeller/">Hansjürg Appenzeller</a> and <a href="https://www.homburger.ch/en/team/alexander-wherlock/">Alexander Wherlock</a> will be giving a comprehensive overview of the regulatory requirements applicable to Robo Advisors conducting business in Switzerland.</p>


<h3>Episode 6: «Retrozessionen»</h3>
<p>Is FinSA a «game changer» for retrocessions? What is the role of general terms and conditions? And can existing waivers be used going forward? In this episode, <a href="https://www.homburger.ch/en/team/katrin-ivell/">Katrin Ivell</a> and <a href="https://www.homburger.ch/en/team/fabrice-eckert/">Fabrice Eckert</a> provide answers to these and other questions.</p>


<h3>&gt; <a href="https://www.homburger.ch/en/financial-market-regulation-hub/">Visit our Hub with a compilation of our publications and more on financial market regulation.</a></h3>


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Update<br>FIDLEG Mini Series<br>Episodes 1–6

Financing and Investment Products

Zurcher Kantonalbank_bw

<p>Homburger acted as counsel to Zürcher Kantonalbank as mandated lead arranger, agent, security agent and original lender as well as Credit Suisse (Switzerland) Ltd. and Migros Bank AG as mandated lead arrangers and original lenders in connection with the financing of the acquisition of Norline AG by private equity firm Argos Wityu. Norline AG is a leading provider of outsourcing services in the heating, ventilation, air conditioning and plumbing sector in Switzerland.</p>
<p>Homburger AG acted as counsel to Zürcher Kantonalbank, Credit Suisse (Switzerland) Ltd. and Migros Bank AG with regard to all Swiss legal aspects of the financing transaction.</p>
<p>The Homburger team was led by partner Jürg Frick (Financing and Investment Products) and included associates Stefan Bindschedler und Nathalie Scherrer (both Financing and Investment Products). Tax advice was rendered by partner Stefan Oesterhelt (Tax).</p>


Homburger advised a syndicate of banks in connection with the financing of the acquisition of Norline AG

<p>Homburger acted as counsel to UBS Switzerland AG in its capacity as arranger, coordinator, original lender and agent in connection with VAT Group AG&#8217;s CHF 450 m credit facilities. VAT is the world&#8217;s leading developer, manufacturer and supplier of high-end vacuum valves.</p>
<p>Homburger advised UBS Switzerland AG and the other syndicate banks with regard to all legal aspects of the financing transaction.</p>
<p>The Homburger team was led by Stefan Bindschedler (Financing and Investment Products) and included Jürg Frick (Financing and Investment Products) as well as Stefan Oesterhelt (Tax).</p>


Homburger advised UBS Switzerland AG et al. in connection with VAT Group AG's CHF 450 m credit facilities

<p>Homburger acted as counsel to UBS Switzerland AG as mandated lead arranger, agent, security agent and original lender in connection with the financing of the acquisition of Studer Cables AG&#8217;s parent company HC Holding Epsilon AG by HARTING Connectivity &amp; Cable AG. Studer Cables AG is a manufacturer of cables solutions and systems located in Switzerland.</p>
<p>Homburger advised UBS Switzerland AG with regard to all legal aspects of the financing transaction.</p>
<p>The Homburger team was led by Daniel Haeberli and included Stefan Bindschedler and Fabrice Eckert (all Financing and Investment Products) as well as Stefan Oesterhelt (Tax).</p>


Stefan
Bindschedler

Homburger advised a syndicate of banks in connection with the financing of the acquisition of Norline AG

Homburger advised UBS Switzerland AG et al. in connection with VAT Group AG's CHF 450 m credit facilities

Homburger advised UBS Switzerland AG in connection with the financing of the acquisition of Studer Cables AG

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FIDLEG Mini Series
Episodes 1–6

Corporate Insolvency & Restructuring Report 2021: Switzerland

Corporate Insolvency & Restructuring Report 2020: Covid-19 Special Focus: Switzerland

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Stefan Bindschedler

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StefanBindschedler

Homburger advised a syndicate of banks in connection with the financing of the acquisition of Norline AG

Homburger advised UBS Switzerland AG et al. in connection with VAT Group AG's CHF 450 m credit facilities

Homburger advised UBS Switzerland AG in connection with the financing of the acquisition of Studer Cables AG

UpdateFIDLEG Mini SeriesEpisodes 1–6

Corporate Insolvency & Restructuring Report 2021: Switzerland

Corporate Insolvency & Restructuring Report 2020: Covid-19 Special Focus: Switzerland

Join the Team

Stefan Bindschedler

Career

Languages

Bar Registration

Teams

Stefan
Bindschedler

Update
FIDLEG Mini Series
Episodes 1–6