Legal notice

Simplewealth AG

Address:
Stockerstrasse 45
8002 Zurich
Switzerland
Tel.: +41 44 51 52 59 3
E-mail: contact@simplewealth.ch


President of the Board of Directors
Marcus Altenburg
marcus@simplewealth.ch


Simplewealth is a member of the Self-Regulated Organisation VQF and affiliated with Ombudsman in Switzerland.

SRO VQF contacts:
General-Guisan-Strasse 6
CH-6300 Zug
Telefon +41 41 763 28 20
Email: info@vqf.ch
https://www.vqf.ch

Ombudsman contacts:
Finanzombudsstelle Schweiz (FINOS)
Talstrasse 20 (1st floor)
CH-8001 Zürich
Switzerland: 044 552 08 00
Abroad: +41-44 552 08 00
Email: info@finos.ch
https://www.finos.ch
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© SIMPLEWEALTH AG 2015 — 2022.
MADE WITH ❤️ IN BEAUTIFUL
Investing implies your capital is at risk. The value of your account depends on market movements and you may get back less than you invest.
Past performance is not an indicator of future performance. Unless otherwise specified, all return figures shown above are for illustrative purposes only and are not actual customer or model returns. Actual returns will vary greatly and depend on personal and market conditions.
Simplewealth AG is a Swiss-based advisory service, designed to assist clients in achieving discrete financial goals. We are not intended to provide comprehensive tax advice or financial planning with respect to every aspect of a client's financial situation and do not incorporate specific investments that clients hold elsewhere.
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and Simplewealth AG charges and expenses.
Client securities accounts at Interactive Brokers LLC are protected by the Securities Investor Protection Corporation ("SIPC") for a maximum coverage of $500,000 (with a cash sublimit of $250,000) and under Interactive Brokers LLC's excess SIPC policy with certain underwriters at Lloyd's of London 1 for up to an additional $30 million (with a cash sublimit of $900,000) subject to an aggregate limit of $150 million. Futures and options on futures are not covered. As with all securities firms, this coverage provides protection against failure of a broker-dealer, not against loss of market value of securities. For the purpose of determining an Interactive Brokers LLC client account, accounts with like names and titles (e.g. John and Jane Smith and Jane and John Smith) are combined, but accounts with different titles are not (e.g. Individual/John Smith and IRA/John Smith). SIPC is a non-profit, membership corporation funded by broker-dealers that are members of SIPC.
All your investments are insured. Up to USD 500k
2
Investing in securities involves risks, and there is always the potential of losing money when you invest in securities. Before investing, consider your investment objectives and Simplewealth AG charge sand expenses.
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