Auteur/autrice : ideeclic

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Baseline Wealth Management Ltd

Rue du Rhône 67, 1207 Geneva, Switzerland
Lindenstrasse 22, 8008 Zürich, Switzerland

Switzerland

Baseline Wealth Management SA is licensed by the Swiss Financial Market Supervisory Authority (FINMA) as Portfolio Manager and is monitored by the supervisory organization Organisme de Surveillance des Instituts Financiers (OSIF).
Public information is available at:

https://www.finma.ch/en/authorisation/portfolio-managers-and-trustees/

Auditor

BDO SA (Switzerland) - under state supervision by the Federal Audit Oversight Authority (FAOA).

Legal disclaimer

Terms and conditions and GDPR Privacy Policy

+41 (0)58 105 76 20

info@baselinewealth.com

United States SEC Registration

Baseline Wealth Management SA has been registered with the US Securities and Exchange Commission (SEC) as an Investment Adviser since January 2011.

Public information is available at: https://adviserinfo.sec.gov/firm/summary/155526

Form ADV Part 3 Client Relationship Summary (Form CRS)

Canada CSA Registration

Baseline Wealth Management SA avails on the International Adviser
Exemption in the following Provinces of Canada:
• Ontario
• Québec

Public information is available at: www.securities-administrators.ca

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