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EFG Fund Services disclaimer

EFG Fund Services believe that the information on this website is accurate. However, it is unavoidably general in content and should not be relied upon in making a specific decision. EFG Fund Services strongly recommend that before making a decision to create a structure, clients should take professional legal and tax advice in their country of residence.

EFG Fund Services is a division of EFG Wealth Solutions, which is part of EFG International and includes the following: EFG Wealth Solutions (Jersey) Limited and its Jersey subsidiaries regulated by the Jersey Financial Services Commission; EFG Wealth Solutions (Singapore) Limited regulated by the Monetary Authority of Singapore; EFG Bank & Trust (Bahamas) Ltd regulated by the Central Bank of The Bahamas; EFG Bank (Luxembourg) S.A. regulated by the Commission de Surveillance du Secteur Financier and EFG Private Bank (Channel Islands) Limited regulated by the Guernsey Financial Services Commission.


Document Download
Best Execution Disclosure Document
Cut-Off times for Processing Payment Orders (EN)
Indicative Guidelines for Fund Subscription and Redemption Cut-off Times (EN)
Notice of Right to Cancel
LIBOR Transition Information


Document Download
EFG International - Articles of Association
EFG International - Organizational and Management Regulations
EFG Bank - Articles of Association
EFG Bank - Organizational and Management Regulations

Legal information

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SMS Email Notification T&C
Product Specific Terms
Privacy Statement
Personal Data Notice
eBanking Terms and conditions (Singapore)
General Conditions
Scale of Charges (Singapore)


Important legal disclaimer

No Offer or Advice

The information contained in the web site is provided for information purposes only and should in no event be construed as a solicitation or offer, as advice or as a recommendation to buy, sell or engage in any transaction whatsoever.

The information included on the web site does not constitute a prospectus within the meaning of Art. 652a and/or Art. 1156 of the Swiss Code of Obligations or Art. 32 ff. of the Swiss Listing Rules.

The information on the web site constitutes in no event a solicitation or offer, an advice or a recommendation to buy, sell or engage in any jurisdiction where such offer or sale would be prohibited. None of the services, investments or mutual funds referred to in the site is available, and prospectuses in respect of them will not be distributed, to persons resident in any state or territory where such distribution would be contradictory to local law or regulation.


Prior to making any investment decision, the investor should fully understand the economic risks and merits, as well as the legal, tax and accounting characteristics and consequences of the transaction, and make his own determination that the investment is consistent with his objectives and that he is able to assume the risk.

Prior to entering into any transaction, investors are advised to engage their own legal, tax and accounting professionals where they deem necessary. Any decisions taken with regard to investments are based exclusively on the assessment of the investor.


Potential investors should note that investments can involve significant risks and the value of an investment may go down as well as up.

No assurance can be given that the investment objective of any product will be achieved or that substantial losses will not be suffered.

There is no guarantee of trading performance and past or projected performance is not necessarily a guide to future results.


The information and data contained in this web site have been obtained from sources believed to be reliable, but they are not guaranteed. All expressions of opinion are subject to change without notice and are not intended to be a guarantee of future events. Neither accuracy nor completeness is warranted and any liability, including incidental or consequential damages, arising from errors or omissions in this web site are expressly disclaimed.

Complaints Procedures

While we endeavor to always give excellent service, we appreciate that there may be instances of client dissatisfaction and we want to ensure that you are completely happy with the service we give you.

If you are not satisfied with a service provided by the Bank you may wish to complain to your Client Relationship Officer (CRO). Your CRO will escalate your complaint with the internal Compliance Department who will deal with your complaint impartially from thereon.

Alternatively, you can raise your dissatisfaction with the Bank’s internal Compliance Department directly via
email: [email protected]

When we receive your complaint, we will write to you to acknowledge your complaint and will investigate your concerns. We will respond to you with our findings as soon as possible.

If you have additional information or documents regarding your complaint, please provide them to us to assist in our investigation.

Once our investigation into your complaint is complete we will write to you with a formal response. If you remain unhappy with the outcome of our investigation you may be able to refer your complaint to the Financial Industry Disputes Resolution Centre Ltd (FIDReC).

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  • EFG Capital International Corp
    701 Brickell Avenue, Ninth Floor,
    Suite 1350, Miami - FL 33131
  • +1 305 482 8000