From product idea to legally compliant market launch

Legally compliant structured, economically sensible and smoothly implementable.

Your added value at a glance

Sales that work

Our solutions combine legal certainty with market penetration

Advising without borders

We combine Swiss regulation and European sales strategy

Documents that deliver

We design contracts that are legally sound and operationally functional

Digital compliance that protects

Our concepts combine regulatory compliance with practical feasibility

Advantage through clarity

We create scope in pre-marketing and legally secure it

Interests in balance

Our advice creates transparency and trust in retrocessions

Our services at a glance – added value through expertise

Velaw supports banks, fund management companies, asset managers and other financial service providers in the legally compliant structuring of their sales activities - in Switzerland and beyond. Thanks to a resilient network in the EU, we also develop well thought-out, marketable solutions with foresight for cross-border marketing strategies.

Distribution, offering and promotion of financial instruments

Advice on sales strategies, offers and promotion of financial instruments, as well as in the area of private placements.

Regulatory advice for sales activities

Analysis and advice on the regulatory framework and requirements for sales and marketing activities in and from Switzerland.

Contract design

Drafting, negotiation and creation of sales, placement, agency and paying agent agreements to meet legal requirements.

Sales concepts and control measures

Advice and development of sales concepts, corresponding sales instructions and control measures to ensure compliance.

Pre-marketing and reverse solicitation

Analysis of the requirements for pre-marketing and reverse solicitation in Switzerland and Europe.

Advice on conflicts of interest

Advice and analysis of potential conflicts of interest, particularly in the area of retrocessions.

With this comprehensive expertise, Velaw ensures that your sales activities in Switzerland and internationally meet legal requirements while offering efficient, market-oriented solutions.

This is how we move you forward - step by step

Strategic planning & kick-off

We coordinate your sales targets, target markets and positioning and develop a legally sound, implementable sales model from this.

Regulatory analysis

We analyze relevant regulations (e.g. FIDLEG, AIFMD, PRIIPs) and check whether your product meets the regulatory requirements in Switzerland and the EU.

Documentation & contract drafting

We create and review sales, placement and paying agent agreements - understandable, legally sound and tailored to your target markets.

Cross-border structuring

We develop practical solutions for cross-border sales, including pre-marketing, reverse solicitation or EU passporting.

Sales concept & compliance

We support the development of legally compliant processes, such as sales guidelines, instructions and internal control measures.

Ongoing support & update services

We continuously support you with regulatory changes, contract reviews and necessary adjustments for secure sales.

We are here for you - competent, dedicated, reliable

Whether regulation, compliance, or digital transformation – we support financial service providers with practical advice, deep industry understanding, and clear orientation. Our experience is your advantage.

Your compliance, reimagined

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