Switzerland Important legal information
The information included on Bank J. Safra Sarasin Ltd’s (herinafter the "Bank") J. Safra Sarasin Sustainable Asset Management Website (hereinafter referred to as the "JSS SAM Website" or the "Website") is exclusively addressed to persons who are residents of Switzerland and must not be distributed to persons or accessed by persons outside Switzerland. The user agrees to discontinue use of the Website if, now or in the future, he or she ceases to be located in Switzerland.
Please read the following important legal information/terms and conditions of use (hereinafter "Important Legal Information") carefully before entering the JSS SAM Website. J. Safra Sarasin Sustainable Asset Management is a brand of Bank J. Safra Sarasin Ltd. By accessing the JSS SAM Website you declare that you have read and understood this Important Legal Information and that you agree with all its terms and conditions. If you are not in agreement with individual conditions of this Important Legal Information or if you do not wish to accept them, we ask you to leave the JSS SAM Website.
Local legal restrictions
The use of the JSS SAM Website is not permitted for persons (natural persons, legal entities or certain types of investors) for which the use of or access to the JSS SAM Website would contravene the applicable laws of their jurisdiction (on account of nationality or domicile/registered office of the person concerned or for other reasons). This applies in particular to citizens and inhabitants of the United States of America ("USA").
Persons with residence/registered office in a jurisdiction in which a subsidiary, branch or affiliate of the Bank (hereinafter "Group Company") is domiciled and in case such company is maintaining its own website, are kindly requested to switch to the relevant website of such Group Company.
Not all the financial instruments, products and services presented on this Website are available in all jurisdictions or are suitable for all investors in all jurisdictions. Whether or not a financial instrument, a product or a service may be offered to a certain person depends on the provisions of laws and regulations applicable in the relevant jurisdiction.
Intellectual property rights, copyright and trademark rights
The entire contents (including all elements contained in them) of the JSS SAM Website are protected by intellectual property laws including, but not limited to copyright, patent and trademark laws (all rights reserved) belonging to the Bank, it’s Swiss and foreign entities, including but not limited to subsidiaries and investment companies (hereinafter referred to as "J. Safra Sarasin Group").
Safra (Logo), Sarasin (Logo), Responsibly yours, Sarasin Prime Blend, Sarasin Pure Oak, Sarasin Sustainable Investment, Sarasin Sustainability-Matrix®, Sarasin Sustainability-Matrix (Logo), SWIPO, SWIPOC, Sarasin Swiss IPO Index, Sarasin Non Traditional AG, Sarasin International Securities Limited and Sarasin Horizon are trademarks of either the Bank or J. Safra Sarasin Group and are registered in a various jurisdictions.
Use of the JSS SAM Website does not grant the user any right to the contents, software, a registered trademark or other element of the JSS SAM Website. All ownership rights remain with the Bank, the J. Safra Sarasin Group or third parties as the case may be. Any reproduction (in full or partial), transmission (electronically or by other means), linking, alteration or use of the JSS SAM Websites or of a registered trademark of the Bank or J. Safra Sarasin Group or a third party for a public or commercial purpose is not permitted without the prior written consent of the Bank, the J. Safra Sarasin Group or respective third party.
The information provided on this Website is for information purposes and personal use only and does not consider the personal circumstances of any individual investor. It does not constitute a promotion, recommendation, inducement, solicitation, invitation or offer to acquire, hold or sell the financial instruments mentioned on this website or other (financial) products or to engage in any services or other transactions or legal business. The information provided on the JSS SAM Website including but not limited to this Important Legal Information, may be changed at any time without prior notification.
The information and opinions provided on the JSS SAM Website neither constitute nor are they intended to be any type of advice or recommendations or intended as any kind of decision aids for investment or other decisions. It is explicitly recommended to seek expert advice before making any investment decision. No information contained on or accessed via the JSS SAM Website may be construed as any contractual relationship between the users of the JSS SAM Website and the Bank or other providers of such information.
Due care in compiling the contents on this Website has been taken. However, neither the Bank nor any of their affiliates or contracting parties provides any guarantee (including, but not limited to, liability in respect of content provided by third parties) concerning correctness, up-to-datedness, reliableness and completeness of contents on this Website. In particular, there is no obligation on the part of the Bank or any other party to update or to remove contents on this Website. All information is provided on an "as is" and "as available" basis without any representations or guarantees.
Furthermore, the Bank accepts no responsibility and gives no guarantee that the functions of the Website will not be interrupted or that they are free from errors, that errors will be rectified or that the site or the relevant server is free from harmful elements and programs as for example but not limited to computer viruses, worms, Trojan horses.
Past performance is no guarantee for future performance. Investments in foreign currencies are subject to direct and indirect exchange-rate fluctuations. Investments in emerging markets are subject to certain special risks, including but not limited to, a certain level of political instability, relatively non-predictable financial market trends and economic growth patterns, a financial market that is still developing as well as a weak economy. For some financial instruments there is no recognized market and it may therefore be difficult to deal in such instruments or obtain information about their value or the level of risk to which they are exposed. The value of the capital invested and the income from it (e.g. payments in connection with investment funds) are subject to fluctuations for various reasons and they may cease altogether. Therefore, the Bank can provide no guarantee for the performance of financial instruments, products or services and investors must be prepared and be in a position to accept substantial losses or even total loss of the capital invested.
Links provided on the JSS SAM Website are being provided as a convenience and for information purpose only. Using a link may cause you to leave the JSS SAM Website. The Bank has no control over and has not checked the websites of third parties linked to this Website and does not accept any responsibility for their legality or their content.
Use of electronic communication
The use of electronic communication (e.g. e-mail) is voluntarily. The sending of electronic communication via public networks is unprotected and such communication can be lost, intercepted, read and altered by third parties. Even if the sender and recipient are located in Switzerland, electronic communications are frequently sent uncontrolled across borders. In addition to the content, the sender and recipient of the electronic communication can be visible to third parties. Consequently, a conclusion about a relationship with the Bank is possible. This also applies for electronic communications which are used in communication with the Bank (e.g. use of the Website, other websites, e-services or social media).
The Bank is entitled to reply by electronic communication to electronic communications sent by the user to the Bank and/or via JSS SAM Website. However, subject to separate agreements, messages and orders (including payment orders) by electronic communication are not binding for the Bank for security reasons. The Bank accepts no liability for losses incurred from the use of electronic communication or due to orders placed by electronic communication not being executed or not being executed on time.
For technical reasons delivery of electronic communications cannot be guaranteed by the Bank e.g. via JSS SAM Website. The Bank accepts no liability for losses due to late delivery or non-delivery of electronic communications.
The Bank respects the private and personal sphere of the user and processes the user's personal data, insofar as personal data is to be recorded at the time of a visit on our website, in accordance with the prevailing provisions of law.
When the user visits the JSS SAM Website, no personal data (e.g. name, address, telephone number etc.) is recorded without the user's consent. Only personal data provided to the Bank, e.g. via JSS SAM Website, by the user may be recorded. The user will only be asked to enter personal data if he wishes to use the interactive services on the Website. However, the Bank points out that personal data or personality profiles (e.g. client profile, investment profile) requiring special protection ("Personal Data") may be collected and processed using applications, forms or questionnaires completed by a user or on the basis of agreements that a user concludes with the Bank, or when user substantiate or maintain a client relationship with the Bank. In particular, the Bank collects and processes Personal Data for the following purposes: (i) Complying with statutory obligations, (ii) maintaining the client relationship, especially in respect of providing and marketing services and investments in products and assets by clients, and (iii) improving the quality of products and services. Personal Data will be passed on to J. Safra Sarasin Group companies, to third-party service providers in case services are outsourced or to authorities and courts in Switzerland and abroad subject to users' consent, or without users' consent insofar as the Bank is authorized or obliged to do so on account of statutory or regulatory provisions.
Personal data will only be used by the Bank or J. Safra Sarasin Group for the purpose specified at the time of entering the data and for marketing purposes. Personal data will only be forwarded to third parties insofar as the Bank is required to do so by legal or regulatory provisions or if such personal data is required by third parties for the provision of services for which the personal data has been entered. Suitable security precautions are applied when personal data is stored.
The Bank may gather and analyse anonymous data relating to use of their website, e.g. the number of visits to the site, pages visited, duration of sessions, IP addresses etc. in order to assess the benefit provided by the site. However, data recorded in this way is used exclusively for statistical purposes and it is not forwarded to third parties outside the J. Safra Sarasin Group except in case for compliance with legal and regulatory requirements.
Attention is also drawn to the fact that when a user accesses this Website, cookies (strings of information sent by a website and stored on the user's computer) can be stored or accessed temporarily on the user's computer. This allows the Bank to identify the computer accessing the website and thus to provide navigation shortcuts for the user's benefit. Only a minimum of information is recorded in the cookies used by the Bank/JSS SAM Website. By modifying Internet browser settings the user can prevent cookies from being placed on his computer. Depending on the browser settings selected, blocked cookies may reduce the functionality of the website or prevent access to it. The Bank accepts no liability for such a restriction of the Website.
Possible conflicts of interest
The J. Safra Sarasin Group and/or their board members, managers or staff may have invested in financial products in the past or they may be currently investing in financial products or invest in financial products in the future about which the Bank contains information. Furthermore, it is possible that J. Safra Sarasin Group and/or their board members, managers or staff have rendered, are rendering or will render in the future services for the issuers of financial products about which the Bank contains information, for example in investment banking, corporate finance or market-making services or as board members or as managers they may have participated in their managements, be doing so now or may do so in the future.
Certain sites or areas of the JSS SAM Website or other websites of the Bank or the J. Safra Sarasin Group may contain additional terms, conditions, and important legal information (hereinafter "Additional Terms"). In case of conflict between this Important Legal Information and the Additional Terms, the Additional Terms will govern the respective sites or areas of the Website or other websites of the Bank or the J. Safra Sarasin Group.
Reference sources for investment funds
The legal bases of an investment fund named in the following financial products section can be obtained free of charge by investors domiciled in Switzerland from the following addresses:
Bank J. Safra Sarasin Ltd
(as representative, payment office or sales agent for investment funds with fund domicile outside Switzerland and custodian bank or sales agent for investment funds with fund domicile in Switzerland)
J. Safra Sarasin Investmentfonds AG
(as fund manager for investment funds with fund domicile in Switzerland)
Applicable law/place of jurisdiction
Access to and use of the JSS SAM Website as well as this Important Legal Information is subject to Swiss law. The place of jurisdiction is Basel.
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