We are absolutely thrilled! After almost two years of hard work, we’ve done it: The Swiss Financial Market Supervisory Authority (FINMA) has granted us the licence as an account-holding securities firm.

This means we are no longer just an asset manager, but can now manage our clients’ accounts and custody accounts ourselves.

Since the end of February, all our new clients have already benefited from this. Now we are taking the next big step: All of our over 25’000 existing clients can now move their account and custody account to findependent and benefit as well.

To make your switch go smoothly, we’re offering a webinar where you’ll learn:

• Why the switch is worthwhile for you
• What will stay the same
• How the migration works

Join in and ask your questions live during the FAQ session directly to our founder Matthias and co-founder Kay!

Contents

Part 1: Presentation (approx. 30 min)

• Why the switch is worthwhile for you
• What will stay the same
• How the migration works

Part 2: Q&A session
We are glad to take the time to answer all of your questions!