2% Fixed Monthly Return | PCC Structure | Swiss AMC | ISIN Listed | Qualified Investors Only
FINMA-Regulated Income Strategy
Overview
This investment solution is structured as a Swiss Actively Managed Certificate (AMC) issued within a Protected Cell Company (PCC) framework, providing enhanced segregation of assets, legal ring-fencing, and institutional-level governance.
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The product is fully regulated under the Swiss FINMA framework and is listed on the Swiss Stock Exchange, identifiable through its unique ISIN number, allowing for transparency, price validation, and professional onboarding.
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The strategy is designed exclusively for Qualified, Professional, Sophisticated, and High-Net-Worth investors, offering a contractually defined 2% fixed monthly return.
Key Structural Advantages
Protected Cell Company (PCC) Structure
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The product is issued through a PCC, providing:
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Segregated assets and liabilities
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Legal isolation of each investment cell
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Enhanced investor protection
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Institutional governance standards
This ensures that each strategy operates independently from other cells within the PCC, adding a significant layer of structural security.
Swiss Actively Managed Certificate (AMC)
This investment is delivered via a Swiss AMC, offering:
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A regulated issuance platform
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Full transparency
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Daily valuation
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Third-party administration
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Efficient execution and reporting
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Professional-grade custody arrangements
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AMCs are widely used by private banks, UHNW advisers, and institutions for accessing sophisticated strategies with regulatory clarity.
Swiss Stock Exchange Listing (ISIN)
The AMC is listed on the Swiss Stock Exchange, enabling:
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Visibility
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Authentication
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Institutional onboarding
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ISIN-based tracking
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Professional-grade transparency
This provides investors with a secure, fully regulated instrument normally reserved for sophisticated allocation strategies.
Key Features
✔ 2% Fixed Monthly Return
Delivered through a structured, risk-managed approach designed for consistency and capital preservation.
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✔ FINMA-Regulated Framework
Regulatory oversight from one of the most respected authorities in global finance.
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✔ PCC Legal Ring-Fencing
Investor-friendly structure protecting assets and insulating against cross-cell exposure.
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✔ Swiss AMC (Institutional Standard)
A familiar and highly trusted vehicle for private banks, family offices, and wealth managers.
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✔ Swiss Stock Exchange Listing (ISIN)
Professional-grade legitimacy, transparency, and audit trail.
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✔ Independent Oversight
Third-party administration, audit, reporting, and strategy monitoring.
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✔ Low-Correlation Income Solution
Designed to sit alongside traditional portfolios as a stabilising, predictable yield sleeve.
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✔ Qualified Investors Only
Strict investor categorisation ensures suitability and regulatory compliance.
Portfolio Role
Professional investors typically utilise this AMC as:
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A defensive yield allocation
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A stable monthly income component
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A cash-parking alternative with higher efficiency
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A low-volatility diversification tool
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A hedge against equity/bond market cycles
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A return-stabilising sleeve within multi-asset portfolios
Governance, Reporting & Due Diligence
Investors receive:
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Monthly performance reporting
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Independent third-party administration
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Full transparency on NAV and valuation
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Annual audited statements
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Regulatory documentation
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Cell-level legal protection under PCC rules
This ensures a high degree of visibility, oversight, and institutional compliance.