Legal information

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No guarantee or liability

While the IST Investment Foundation does everything in its power to provide correct and current information, we can give no warranty or guarantee, either explicitly or tacitly, for the accuracy and completeness of the information on this website and accept no liability for the use of this website or of websites connected to it via a link. The IST Investment Foundation reserves the right to change the present website at any time without prior notice and accepts no responsibility for updating it. In your capacity as user, you agree that all access to and use of this website, as well as to websites and their content which are connected to the present website via a link, is at your own responsibility. Neither the IST Investment Foundation nor any other party involved in the concept design, production or release of this website, or of any website connected to it via a link, accepts any liability for direct, accidental, indirect or willful damage arising from their access to and the successful or unsuccessful use of this website or any website connected to it via a link or arising from any errors or omissions in their content.

Investment performance

Losses in the value of investments and declines in revenues cannot be ruled out. Results achieved in the past are no guarantee of future results. The IST Investment Foundation offers neither you nor third parties investment or other advice on this website. You cannot rely on information or material on the website as a basis for making investments, brokering, or taking or passing on other decisions.

Forward-looking statements

This website may contain forward-looking statements. Such statements involve a considerable degree of uncertainty with regard to scientific, social, economic and financial factors, which can lead to actual results deviating substantially from the forecast.

Copyright

The IST website and the data contained and referenced on it are for information purposes only. It is not permitted to duplicate, disseminate or otherwise utilize this content. Requests for permission to duplicate information from this website must be submitted to us by e-mail.

Eligible investors

The following are permitted to invest in IST:

  • All tax-exempt pension schemes based in Switzerland that are exempt from withholding tax on dividends from the shares of US companies in accordance with the Competent Authority Agreement (hereinafter referred to as the “CAA”) of November 25 / December 3, 2004 between the tax authorities of the USA and Switzerland in connection with the Switzerland-US double taxation treaty of October 2, 1996.
  • Persons who manage collective investments for schemes in accordance with a) above, are supervised by the Swiss Financial Market Supervisory Authority (FINMA) and limit their investments in the Investment Foundation exclusively to assets for these schemes.

The following are eligible to invest in IST2:

  • Pension schemes and other tax-exempt schemes based in Switzerland whose purpose is the pursuit of occupational pension provision.
  • Persons who manage collective investments for schemes in accordance with a) above, are supervised by the Swiss Financial Market Supervisory Authority (FINMA) and limit their investments in the Investment Foundation exclusively to assets for these schemes.

The following are eligible to invest in IST3: 

  • All tax-exempt pension schemes based in Switzerland that are exempt from withholding tax on dividends from the shares of US companies in accordance with the Competent Authority Agreement (hereinafter referred to as the “CAA”) of November 25 / December 3, 2004 between the tax authorities of the USA and Switzerland in connection with the Switzerland-US double taxation treaty of October 2, 1996.
  • Persons who manage collective investments for schemes in accordance with a) above, are supervised by the Swiss Financial Market Supervisory Authority (FINMA) and limit their investments in the Investment Foundation exclusively to assets for these schemes.

No offer or solicitation

The information contained on this website constitutes neither an offer nor a solicitation to purchase, sell, trade, or engage in any transactions. Investors may not base their investment decisions on this information.

Brand names

All brand names cited are the property of the IST Investment Foundation or are licensed by it.