Disclaimer / Important Notice
The information on this website is provided by Portfolio Atlas AG solely for general information, educational and publication purposes. The content is expressly intended only for persons residing in Switzerland. It is not intended for persons in countries where access to such information or its distribution is prohibited by local laws or regulations (this applies in particular to US persons).
No Financial Services & No Contractual Relationship
Portfolio Atlas AG does not provide financial services within the meaning of the Swiss Financial Services Act (FinSA). In particular, we do not offer investment advice, asset management, financial analysis or any other individual recommendations for the purchase, sale or holding of financial instruments. The mere use of this website, the retrieval of information or the use of content provided does not create any mandate, commission or other contractual relationship between the user and Portfolio Atlas AG.
No Offers, Financial Analyses or Advertising
None of the content constitutes a personal recommendation, solicitation, offer or recommendation to acquire, sell or hold securities, financial instruments, crypto assets or other assets. Where specific financial instruments (e.g. ETFs, funds, structured products or equities) are presented, compared or mentioned on this website, this constitutes pure information and, where applicable, advertising within the meaning of Art. 68 FinSA, but does not constitute financial analysis within the meaning of the guidelines of the Swiss Bankers Association (SBA) or an offer of collective investment schemes pursuant to CISA.
Exclusion of Tax and Legal Advice
Portfolio Atlas AG does not provide tax or legal advice. Any tax or legal discussions on this website are for general illustrative purposes only and do not replace individual advice from a qualified tax adviser or solicitor.
Use of Calculators and Interactive Tools
Where calculation tools, simulations, portfolio configurators or other interactive aids are made available on this website, these serve exclusively for non-binding illustration and further education. The mathematical models are based on assumptions. The results do not constitute specific investment recommendations, forecasts or guarantees. Any investment decision is made solely at the user's own risk.
Risk Notice & Liability Disclaimer
Past performance is not a reliable indicator of future results. Investments may be subject to significant fluctuations in value and may result in the total loss of capital invested. Portfolio Atlas AG does not accept client funds, does not hold third-party assets and does not carry out financial transactions. It is not subject to any authorisation requirement from FINMA in respect of its publishing activities.
No guarantee is given for the accuracy, completeness or timeliness of the information provided. This also applies to the content of third-party websites referenced directly or indirectly via hyperlinks. Liability for direct or indirect damages and consequential damages (including loss of profit) arising from the use of the published information, tools or access to linked third-party websites is excluded to the extent permitted by law.
Data Protection
Information on the processing of personal data and the use of cookies can be found in our Privacy Policy.
