Document background
The Private Equity Offering Memorandum is a critical document used in Switzerland when raising capital for private equity funds from qualified investors. The document serves as both a marketing tool and a legal disclosure document, providing potential investors with comprehensive information about the investment opportunity, risks, and terms. Under Swiss law, particularly the Financial Services Act (FinSA) and Collective Investment Schemes Act (CISA), the Offering Memorandum must meet specific regulatory requirements regarding content and disclosure. The document is typically used during fundraising phases and contains detailed information about the fund's investment strategy, management team, track record, risk factors, and subscription process. Given Switzerland's role as a major financial center, these documents often need to consider both domestic and international investor requirements while maintaining compliance with Swiss regulatory framework.
