General Information
Bergos AG is established under the laws of Switzerland and registered in the Commercial Register of the Canton of Zurich under registration no. CHE-106.250.725 with its registered office at Kreuzstrasse 5, 8008 Zurich, Switzerland.
Bergos AG is authorised and regulated as a bank and securities dealer by the Swiss Financial Market Supervisory Authority (FINMA) and fulfils all capital requirements in Switzerland (https://www.finma.ch/en/finma-public/authorised-institutions-individuals-and-products/).
If you have a complaint please let us know by either contacting your relationship-manager or Clientservices (E-Mail: clientservices@old.bergos.ch). We will endeavour to resolve your concerns and put matters right. If your complaint is not settled to your satisfaction you may be able to refer it to the Swiss Banking Ombudsman. For further information please visit http://www.bankingombudsman.ch/en/.
Information on the FinSA client categorisation
According to the Swiss Financial Services Act (FinSA), financial service providers have to assign their clients to a client segment (retail client, professional client or institutional client). If there are several clients who are beneficiaries of the assets, the client segment that provides the highest client protection has to be assigned.
Bergos AG assigns its clients either to the retail client segment or the professional client segment and does not maintain a separate client segment for institutional clients. This means that institutional clients receive the same protection as professional clients.
Without further notification from us you will be automatically assigned to the retail client segment.
The following table shows you the consequences of the assignment with regard to investor protection:
Risks involved in trading in financial instruments
Bergos AG provides its clients with the brochure “Risks involved in trading in financial instruments” to inform them about risks involved in trading in financial instruments. Please read the information carefully and contact your relationship manager if you have any questions.
Please find the brochure here.
* independent Board Member
Information on issuing & executing payments & stock exchange orders
Order Placement
- Telephone orders may be placed during the Bank’s business hours between 8:30 am and 6 pm
- Orders can be entered at any time via e-banking
Order Execution & Forwarding to the Trading Place
- Orders are generally processed and executed during the Bank’s business hours
- Please note that there is no continuous (24/7) data and order processing (orders received after 18:00 are usually processed on the next business day of the bank)
- Please also note the opening hours of the respective trading centres
Business & Processing Hours: Monday – Friday 8:30 am – 6 pm
Please also note any public holidays in Switzerland and the Canton of Zurich