From product concept to legally compliant market launch

Structured in compliance with regulations, economically sound, and seamlessly implementable.

Your added value at a glance

Distribution that delivers

Our solutions combine legal certainty with market penetration

Advisory without borders

We integrate Swiss regulation with European distribution 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

Competitive advantage through clarity

We create scope in pre-marketing and secure it legally

Interests in balance

Our advisory 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 structuring their distribution activities in a legally compliant manner—in Switzerland and beyond. Thanks to a robust network in the EU, we also develop well-considered, market-ready solutions with foresight for cross-border marketing strategies.

Distribution, offering, and promotion of financial instruments

Advisory on distribution strategies, offerings, and promotion of financial instruments, as well as in the area of private placements.

Regulatory advisory for distribution activities

Analysis and advisory on regulatory frameworks and requirements for distribution and marketing activities in Switzerland and from Switzerland.

Contract structuring

Drafting, negotiating, and establishing distribution, placement, representative, and paying agent agreements to meet legal requirements.

Distribution concepts and control measures

Advisory and development of distribution concepts, corresponding distribution guidelines, and control measures to ensure compliance.

Pre-marketing and reverse solicitation

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

Advisory on conflicts of interest

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

With this comprehensive expertise, Velaw ensures that your distribution activities comply with legal requirements both in Switzerland and internationally, while providing efficient, market-oriented solutions.

How we advance your objectives—step by step

Strategic planning & kick-off

We align your distribution objectives, target markets, and positioning, and develop a legally viable, implementable distribution model.

Regulatory analysis

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

Documentation & contract design

We prepare and review distribution, placement, and paying agent agreements—clear, legally sound, and tailored to your target markets.

Cross-border structuring

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

Distribution concept & compliance

We support the establishment of legally compliant processes, such as distribution policies, guidelines, and internal control measures.

Ongoing support & update services

We provide continuous support for regulatory changes, contract reviews, and necessary adjustments for secure distribution.

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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Legal Advisory for Product Distribution