<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

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Homburger News

Homburger advised Commerzbank Aktiengesellschaft

<p>Homburger acted as counsel to Commerzbank Aktiengesellschaft in respect of a syndicated corporate financing for Montana Aerospace. Montana Aerospace is a leading manufacturer of system components and complex assemblies for the aerospace industry with development and production sites worldwide.</p>
<p>Homburger advised Commerzbank Aktiengesellschaft and the other syndicate banks with regard to all Swiss legal aspects of the financing transaction.</p>
<p>The Homburger team was led by Jürg Frick (Financing and Investment Products) and included Stefan Bindschedler (Financing and Investment Products) as well as Stefan Oesterhelt (Tax).</p>


Homburger advised Commerzbank Aktiengesellschaft on a syndicated corporate financing for Montana Aerospace

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<p>Homburger acted as counsel to UBS Switzerland AG in its capacity as mandated lead arranger, agent, security agent and lender in connection with ITS Kanal Services AG&#8217;s new CHF 123 m acquisition and working capital facilities. ITS Kanal Services AG is a Switzerland-based leader in underground infrastructure maintenance services with KLAR Partners Limited as majority shareholder.</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 Jürg Frick (Financing and Investment Products) and included Stefan Bindschedler, Laura Müller and Yulia Shaburnykova (all Financing and Investment Products) as well as Stefan Oesterhelt (Tax).</p>


Homburger advised UBS Switzerland AG in connection with ITS Kanal Services AG's new CHF 123 m acquisition and working capital facilities

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<p>Homburger advised PureGym on its offering of EUR 380 m and GBP 475 m senior secured notes due 2028 and its new GBP 175.5 m credit facility. PureGym is a leading European gym operator, with 1.9 m members across approximately 550 sites in its key markets (United Kingdom, Denmark and Switzerland).</p>
<p>The Homburger team was led by Jürg Frick (Financing and Investment Products) and included Stefan Bindschedler and Nathalie Scherrer (both Financing and Investment Products) as well as Stefan Oesterhelt (Tax).</p>


Stefan
Bindschedler

Homburger advised Commerzbank Aktiengesellschaft on a syndicated corporate financing for Montana Aerospace

Homburger advised UBS Switzerland AG in connection with ITS Kanal Services AG's new CHF 123 m acquisition and working capital facilities

Homburger advised PureGym on its senior secured notes offering and its new credit facility

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FIDLEG Mini Series
Episodes 1–6

Sanctions 2024: Switzerland

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 Commerzbank Aktiengesellschaft on a syndicated corporate financing for Montana Aerospace

Homburger advised UBS Switzerland AG in connection with ITS Kanal Services AG's new CHF 123 m acquisition and working capital facilities

Homburger advised PureGym on its senior secured notes offering and its new credit facility

UpdateFIDLEG Mini SeriesEpisodes 1–6

Sanctions 2024: Switzerland

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