Contact details
OLZ AG
Marktgasse 24
CH-3011 Bern
www.olz.ch
Phone: +41 31 326 80 00
E-Mail: info@olz.ch
Activity and offer
OLZ primarily offers mandated asset management services (which can be supplemented by the additional service of "execution only" service). Using OLZ funds as building blocks, i.e. generally using proprietary OLZ financial instruments, an efficiently diversified portfolio of equities and bonds is implemented.
Regulatory Body
Eidgenössische Finanzmarktaufsicht FINMA
Laupenstrasse 27
CH-3003 Bern
www.finma.ch
Authorization
OLZ AG is licensed by FINMA as a manager of collective assets.
Ombudsman’s Office
In the event of a dispute that cannot be resolved directly, OLZ customers may request mediation from the ombudsman's office. OLZ AG is affiliated with the following ombudsman's office:
Finanzombudsstelle Schweiz (FINOS)
Talstrasse 20
CH-8001 Zürich
www.finos.ch
Risks associated with financial instruments
Familiarize yourself with "Risks Involved in Trading Financial Instruments" with the following brochure from Swissbanking.