Publication
Name of the co-directors of the publication: Christopher Debano, cdebano@keplerunigestion.com and Vincent Martin-Delahaye , vmartin-delahaye@keplercheuvreux.com. Before continuing, please read the LEGAL INFORMATION below relating to the terms of use of the Kepler Unigestion website (the âSiteâ). Kepler Unigestion is a brand of Kepler Cheuvreux (Suisse) SA.
Access to the Site
Access to the Site is not allowed to persons coming under a jurisdiction (through their domicile, nationality or any other manner) in which its publication or availability would constitute a violation of the existing laws and regulations. If you come under such a jurisdiction, you are not authorised to continue and must leave the Site immediately. If you do not come under such a jurisdiction, you can access the Site after having read and accepted the following conditions and terms.
No recommendation
The information disseminated on the Site does in no way constitute an invitation to purchase, sell or otherwise transact on any asset and/or investment, and in no way constitutes active solicitation from Kepler Cheuvreux Any investment decision shall be solely based on your independent analysis of the merits, risks (including any legal, regulatory, tax or other consequence) and/or any related implications referred to the any relevant asset and/or investment as well as on the relevant and specific advice of an independent professional. Access to the Site shall in no way be deemed or otherwise considered advice and/or recommendations to purchase and/or sell any asset or investment in accordance with the applicable laws and regulations.
The information provided on this website constitute an advertisement pursuant to the Swiss Financial Services Act (âFinSAâ) and its implementing ordinance. The information provided on this website does not constitute an offer of any financial instrument. No financial services are provided through this website, such as an offer or a solicitation of an offer to purchase or sell financial instruments, or investment advice. All information is of a generic nature. Financial services, in the meaning of FinSA, may only be provided to you after you have established contact with us and we have identified you and classified you according to your investor status.
No guarantee
The information and opinions disseminated on the Site are provided by Kepler Cheuvreux (Suisse) SA based on public information, data developed internally as well as other reputedly reliable sources. Although Kepler Cheuvreux (Suisse) SA has made all reasonable efforts to ensure that this information is as accurate and comprehensive as possible at the time of its publication, no express or tacit guarantee is given in this respect. The content of the Site may be subject to modification at any time and without notice to you. Only the latest versions of the prospectuses, key investor information documents (KIID) as well as the annual and semi-annual reports of investment funds, and/or of any other relevant asset class can be considered as an official fund publication on the basis of which investment decisions are taken.
Performances and risks
Past performance of any relevant asset and/or investment is in no manner or form guarantee or indicator of future results and /or performance. The value of investments may fluctuate and any investment undertaken with Kepler Cheuvreux is subject to risks, notably the risk of losing the amount invested. For such a purpose, you shall address the merits, risks and implications of any relevant investment in accordance with the particular terms and conditions pertaining to such an investment. This Site and these terms are in no manner part of the specific and/or particular terms and conditions of your relevant investment and shall not be interpreted to replace, supersede or otherwise cancel the aforementioned terms and conditions of the particular investment.
The risk factors of the financial instruments presented on this Site are described in the fund prospectuses and, as the case may be, in the relevant contractual documentation pertaining to the relevant investment.
Local legal restrictions and specific information
The Site is not intended for persons residing in a country in which the distribution of the financial products presented therein would contravene local laws and/or regulations. Such persons must not access this Site. It is your sole and exclusive liability to ensure that you bear all due authorizations and, as the case may be, licenses, to access it. This Site contains information relating to a large number of financial instruments registered and managed in different jurisdictions. Therefore, you will have to indicate your place of domicile before being able to access the information relating to the said products. Please take note of the fact that private investorsâ access to the said information shall be limited to the financial instruments authorised for sale to the public in their country of domicile. Kepler Cheuvreux cannot and does not guarantee your accessibility to the relevant financial products; nor the availability of the latter in accordance with your particular situation.
- United States of America
None of the financial products mentioned on this Site are or shall be registered according to the âUnited States Securities Actâ of 1933, as amended. Similarly, the investment funds mentioned on this Site are not registered according to the âUnited States Investment Company Actâ of 1940, as amended, and are not destined to be registered. Consequently, the above-mentioned investment funds must under no circumstances be offered or distributed: (i) on the territory of the United States of America, in one of the States or in another political sub-division of the United States, or (ii) to, for the benefit or in favour of US nationals (as defined in Regulation S of the âUnited States Securities Actâ of 1933).
- Switzerland
The fund Contract, the Prospectus, the Key Investor Information Document(s) as well as the latest annual and semi-annual reports of Unigestion Swiss Equities, a Swiss collective investment scheme organized as a contractual fund under Swiss law, can be obtained free of charge and upon request from the fundâs management company, Unigestion SA, 8c Avenue de Champel, 1206 Geneva, and from the distributors of the fund.
The Prospectus, the Key Investor Information Document(s) as well as the latest annual and semi-annual reports of Uni-Global, a collective investment scheme organized under the laws of Luxembourg can be obtained free of charge and upon request from the fundâs management, the distributors or from the representative of the fund in Switzerland being Unigestion SA, 8c Avenue de Champel, 1206 Geneva. HSBC Private Bank (Suisse) SA, Quai des Bergues 9-17, 1201 Geneva acts as the paying agent in Switzerland of the fund.
- Austria
The Prospectus, the Key Investor Information Documents, the Articles of Association as well as the latest annual and six-monthly reports of the Uni-Global mutual fund can be obtained free of charge and upon request from the management company, distributors or the local representative: Erste Bank der österreichischen Sparkassen AG, BrandstÀtte 7-9/1. Stock A-1010 Vienna.
Taxation
Tax treatment depends on the personal situation of each investor and can be subject to changes. Before taking any investment decision, investors are recommended to resort to the specific advice of a tax professional. Kepler Cheuvreux will, under no circumstances, provide you any advice or assessment related to tax matters, the latter which shall be assessed under your own risk and merit.
Terms and conditions
Users are informed that the personal data they share with Kepler Cheuvreux (Suisse) SA or its affiliates is used for the purpose of providing the services to which they have enrolled or subscribed, and we do not use this data for any other purpose. The category of data that will be processed for such basis are: full name, address, country of origin, company name and telephone number; none of the latter being a special and/or sensitive data categories. Kepler Cheuvreux may access such information via the IP address you utilize to access the Site. Kepler Cheuvreux will not process any other kind of your personal data without retrieving your prior consent. To provide users with these services, we may share this data with third parties, including affiliated companies and third-party service providers, providing data processing, data storage, marketing, statistics or administrative services within Switzerland, European Union member states, and other foreign jurisdictions, including in jurisdictions whose legislation may not provide the same level of data protection as in Switzerland or in the European Union, such as the United States, Canada and Singapore, who will aid Kepler Cheuvreux in the processing of data. Kepler Cheuvreux (Suisse) SA, however, as the case may be, Kepler Cheuvreux has implemented high-standard internal data protection rules so as to ensure compliance with applicable data protection laws and provide an adequate level of protection in relation thereto. Kepler Cheuvreux will retain your personal data for the necessary amount of time in order to procure you with the relevant services upon which termination your personal data will be deleted in accordance with the applicable laws and regulations.
You may withdraw their consent for the processing of your personal data at any time by using the UNSUBSCRIBE feature of the service, or by sending an email.
Declaration to âCNILâ (The French Data Protection Authority)
In accordance with article 16 of law n° 78-17 of January 6, 1978, referred to as the data protection act on information technology, data files and civil liberties, we inform you that, upon creation, this website was declared for automated processing of personal data with CNIL, under number n°1809971.
Collection of personal data
By personal data, we mean any information that would permit identifying you directly or indirectly for statistical processing purposes.
Intellectual property
All information published on the site is authorized by the company. The company owns the rights to the iconography used. The company authorizes the use, copying or printing of all the contents of its web pages for the purpose of informing the user about the company. Commercial use of this information is subject to the prior written consent of the company. The presentation and layout of these documents and the information contained therein are protected by copyright, including where third-party documents are used or copied on these pages to obtain the information.
Data processing
By accessing the Site and clicking âACCEPTâ to this Siteâs policy, you as a visitor accept that Kepler Cheuvreux (may process your navigation data of visitors to its website exclusively for analytical and marketing purposes. These data processing may involve the data transfer to certain service providers or within other group entities of Kepler Cheuvreux located outside the European Union, but subject to the relevant data protection standards in accordance with the applicable regulations
Global Data Protection Regulation (English / French)
Code of Conduct (Data Protection act, FADP) â Switzerland (English / French)
Nature of the information requested on this website.
The information the visitor of this website may be asked to fill in is indicated to be either mandatory or optional. The failure to provide optional information will not affect the navigation of the user. However, the failure to provide mandatory information may prevent the user from continuing his browsing.
Disclosure of data
Kepler Cheuvreux complies with all relevant laws and regulations in respect of the privacy of the internet users who visit the Site, as well as the confidentiality of personal data transmitted to it. Such information may be copied, used and/or archived according to local laws in force on personal data, but never disclosed to third parties except as required by law or any judicial authority. Contact point for personal data protection issues:Â dpo@keplercheuvreux.com or dpo-ch@keplercheuvreux.com for Switzerland.
Rights of access, modification, deletion of data
Pursuant to law n° 78-17 of January 6, 1978 (data protection act) and article 15,16,17 and 18 of UE regulation 2016/679 (GDPR regulation) and Articles 25 and 32 of the Swiss Federal Act on Data Protection of September 25, 2020 (FADP), you have the right to access, modify, correct, limit and delete data that may concern you. To exercise this right, please send your request to the following email address : dpo@keplercheuvreux.com or dpo-ch@keplercheuvreux.com for Switzerland.
Responsibility
The user uses the website at his own risk. Under no circumstances can the company be held liable for direct or indirect damage (material loss, loss of data, financial loss, etc.) resulting from access to or use of the site or any site linked to it. The company assumes no responsibility for any damage or virus that could affect your computer or your computer equipment following in particular access to or use of the site, downloading of elements from the site or illicit interventions in computer systems. Kepler Cheuvreux cannot guarantee that the Site is free of bugs, viruses or otherwise other form of malware not attributable to Kepler Cheuvreux and therefore cannot ensure the proper functionality of the Site.
Scope of application
This charter applies only to data collected on the website, which contains links to other sites. Please note that Kepler Cheuvreux (Suisse) SA has neither any control nor any influence over the protection policies of other sites. We incite users to be attentive when they disconnect from the Web Site and to read the personal data protection charter of each of the sites they visit.
Links to other websites
The company declines all responsibility for the content available on other websites to which it has created links or which could have been created without its knowledge. Access to all other websites linked to this site is at the userâs own risk. The company also declines all responsibility for any information contained on third party sites to which links to the site are provided.
Update
As the content of the site is evolving, the company reserves the right to modify and update all or part of the information included on the site at any time.
This version was revised in June 2025. We reserve the right to periodically modify this page. Consequently, we invite you to regularly read this legal notice.