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Disclaimer
To continue, please select your country of domicile and investor type. Depending on your domicile and the investor type that you select, you will have full or restricted access to the information due to legal reasons.

Retail clients: according to Art. 4 Abs. 2 FinSA

Professional/Institutional investors: according to Art. 4 paragraph 3-5 and Art. 5 paragraph 1 and 3-4 FinSA and Art. 10 paragraph 3 and 3ter CISA in conjunction with Art. 6a CISO

Important

Principles 

By using the website www.bellevuehealthcaretrust.com, you confirm that you have read, understood and accepted the general information provided by the Bellevue Group AG as well as these legal provisions. These may be subject to change and the use of the site may be restricted or terminated at any time without prior notice.

The information, products, data, services, tools and documents contained or described on this site ("website content") are for information purposes only and constitute neither an advertisement or recommendation nor an offer or solicitation (to buy) or redemption (sell) investment instruments, to effect any transaction or to enter into any legal relations.

The financial products mentioned on this site are not suitable for all investors. The information contained on this site does not constitute a financial, legal, fiscal or any other recommendation. Investment or other decisions should not be made solely on the basis of this document. In particular, you should not enter into any investment before you have read the corresponding fund agreement or legal prospectus, the annual and semi-annual reports, the articles of association (as far as they are applicable), as well as all other documents, as required in accordance with local legislation or the regulations applied in the legal jurisdictions or countries in which the corresponding investment fund has been licensed or approved for public offer or sale to the public.

In order to determine whether the investment in shares of a certain investment fund meets your specific requirements and matches your envisaged risks, we recommend that you contact an independent financial adviser. Furthermore, we recommend that you consult an independent tax adviser in order to obtain information on the tax regulations relating to a specific investment in your legal jurisdiction and with regard to your personal circumstances. In particular tax treatment depends on individual circumstances and may be subject to change.

PERFORMANCE

Past performance is not an indication or guarantee of the future performance of the investment. The value of investments may be subject to fluctuations and, under certain circumstances, investors may not get back the full amount invested. Changes in foreign-exchange rates may also cause the value of investments to go up or down.

For a full explanation of risks and the overall risk profile of financial products mentioned on this site, please refer to the relevant Key Investor Information Documents (KIDs) and Prospectuses.

DATA PROTECTION

By accessing this website you state that you agree with the data protection statement. If you do not agree with this statement you should refrain from accessing any further pages of this website. This statement may be updated at any time. We therefore recommend that you check this statement regularly.

CONFIRMATION

By clicking on "Accept", you confirm that you agree to the legal provisions. Alternatively, you can select "I don't accept" if you wish to leave the website

This website uses cookies, which are necessary for the technical operation of the website and which are always set. Other cookies to personalize content and analyze access to our website are only set with your consent. We also share information about your use of our website with our social media, advertising and analytics partners.

Consumer Duty

Consumer Duty is a very significant piece of UK regulation introduced by the Financial Conduct Authority (FCA), which came into force on 31 July 2023. It sets high expectations for firms across the financial services industry on the standard of care to give consumers in retail financial markets.

Consumer Duty is a regulatory framework introduced by the Financial Conduct Authority (FCA) to prioritise consumer protection in financial markets. Consumer Duty aims to ensure fair treatment, transparency, and accountability in the financial services sector, promoting trust and confidence among consumers.

Consumer Duty comprises of four Consumer Outcomes which define the basis of the firm to consumer relationship.

Four consumer outcomes: 

  • Products & Services

Firms should offer products and services that are suitable for their clients, taking into account their individual circumstances and risk tolerance.

  • Price & value

 As part of providing suitable products and services that meet clients' needs and objectives, Firms should provide clear information about the features, risks and costs associated with these offerings.

  • Consumer understanding

Firms should communicate in a clear, fair and transparent manner with their clients, ensuring that information is easily understandable and avoiding misleading or confusing language.

  • Consumer support

 Firms must prioritise their clients interests and act in a way that delivers positive outcomes for them. Special attention must be given to vulnerable clients who may have specific needs or require additional support. Firms should have appropriate policies and procedures in place to identify and address the needs of vulnerable clients, ensuring they are not disadvantaged.