Answers for institutional investors

allswiss places transactions exclusively with qualified investors as defined under Art. 10 CISA. This includes pension funds, insurance companies, regulated asset managers, banks, securities dealers, and high net worth individuals who have made an explicit opt-in declaration and hold financial assets of at least CHF 500,000.

Submit a request via the contact form or by email to contact@allswiss.com. We will verify qualified investor status, execute a mutual NDA, and complete KYC. The full onboarding process typically takes 3–10 business days depending on document availability.

Minimum participation varies by transaction. For Schuldscheindarlehen and structured debt instruments, minimum ticket sizes typically range from EUR/CHF 500,000 to CHF 2 million. Specific minimums are stated in each transaction term sheet.

Yes, subject to applicable regulations in their home jurisdiction. allswiss does not conduct public offerings in any jurisdiction. Foreign investors must confirm that their participation is permitted under local law. We recommend seeking independent legal advice in your home jurisdiction before investing.

No. All allswiss transactions are placed bilaterally with qualified investors. No prospectus is issued, no public marketing is conducted, and transactions are not listed on any exchange or trading platform. This bilateral approach is deliberate — it preserves execution certainty and pricing rationality.

The primary instruments are Schuldscheindarlehen (SSD), secured loan participations, asset-backed notes, and structured co-investments. Instrument selection is driven by the underlying asset type, required tenor, and investor mandate — not by a one-size-fits-all product.

Schuldscheindarlehen are transferable to other qualified investors by bilateral assignment without court involvement or complex documentation. Other instruments have transfer restrictions depending on the legal structure. Full details are contained in each transaction's legal documentation.

Yes. allswiss maintains a co-investment position in every transaction it arranges. The co-investment amount varies by transaction but is disclosed to all participating investors in the term sheet. We do not structure transactions in which we do not have skin in the game.

Qualified investors receive a transaction memorandum, independent valuation report(s), legal due diligence summary, financial model with sensitivity analysis, and draft legal documentation. Direct access to the allswiss management team is available for questions during the due diligence period.

Independent valuations are commissioned by allswiss from RICS-certified (real estate), VDI-compliant (German real estate), AVAC/mba-Aviation (aviation), or VesselsValue/Braemar (maritime) appraisers. The valuer is selected and instructed by allswiss — not the borrower — to ensure independence.

For SSD transactions: standard German-law Schuldscheindarlehen agreement. For secured loans: English-law facility agreement with Swiss or German law security documents. All documentation is reviewed by independent legal counsel and legal opinions are provided at closing.

Investors receive quarterly asset-level reports covering: updated independent valuation, LTV and interest coverage ratios, income and capital account statements, tenant or lessee profile updates, and management commentary. Reports are prepared directly by allswiss — not delegated to a fund administrator or third-party servicer.

Covenant testing occurs quarterly. In the event of a breach or anticipated breach, investors are notified within 48 hours of the trigger event. allswiss prepares a remediation proposal and presents it to investors within 10 business days. Investors retain all voting rights under the legal documentation.

Yes. Investors have direct access to the allswiss management team throughout the life of a transaction. There is no intermediary, no investor relations hotline, and no ticket queue — senior contact at allswiss is a condition of every mandate.

Interest income on Schuldscheindarlehen and loan participations is generally not subject to Swiss federal withholding tax (Verrechnungssteuer) as these are bilateral loan instruments rather than bonds. However, tax treatment depends on the investor's residency and the specific instrument. Investors must seek independent tax advice.

allswiss AG is not a FINMA-regulated entity. As an unregulated capital markets adviser, allswiss conducts business exclusively with qualified investors under Art. 10 CISA. No financial services under FinSA are provided to retail clients. This structure is disclosed to all counterparties.

Personal data of investors and counterparties is processed in accordance with the Swiss Federal Act on Data Protection (nDSG) and, where applicable, the EU General Data Protection Regulation (GDPR). A data processing agreement is available on request. Data is not transferred to third parties without legal basis or explicit consent.