Regulatory Disclaimer

This page sets out important legal information relating to the use of this website, www.latzman.ch. Please read it carefully before accessing or relying on any information contained on this website.

1. Website Operator

This website is operated by:
Latzman Advisors AG
Toblerstrasse 50
8044 Zurich
Switzerland

Phone: +41 44 324 99 60
Email: office@latzman.ch

2. Regulatory Status

Latzman Advisors AG is an independent Swiss advisory company incorporated under the laws of Switzerland and registered in Zurich.

Latzman Advisors AG is not a licensed financial institution and does not provide financial services requiring authorisation under Swiss financial market legislation.

The company provides independent advisory, compliance preparation, client onboarding support and coordination services in connection with engagements involving Swiss financial institutions and other professional service providers.

Latzman Advisors AG does not provide investment advice, portfolio management, asset management, brokerage, banking, legal advice or tax advice.

Any financial products or regulated financial services referred to on this website are provided exclusively by appropriately licensed and regulated third-party financial institutions and professional service providers.

3. General Information Only

The information contained on this website is provided for general informational purposes only.

Nothing contained on this website constitutes financial, investment, legal, tax or other professional advice. The information is not intended to address the specific circumstances, objectives or needs of any individual or organisation.

Any person considering financial, legal, tax or business decisions should obtain independent professional advice before acting.

4. No Offer or Solicitation

Nothing contained on this website constitutes an offer, invitation, recommendation or solicitation to purchase, sell or subscribe for any financial instrument, investment product or regulated financial service.

Accessing this website does not create a client relationship, advisory relationship or contractual relationship with Latzman Advisors AG.

Any engagement with Latzman Advisors AG is subject to separate written agreements and, where applicable, compliance with all relevant legal and regulatory requirements.

5. No Reliance

Although Latzman Advisors AG takes reasonable care to ensure that the information published on this website is accurate and up to date, no representation or warranty, whether express or implied, is made regarding its accuracy, completeness or suitability for any particular purpose.

Users should not rely solely on the information contained on this website when making financial, legal, tax or business decisions.

Latzman Advisors AG reserves the right to amend, update or remove website content at any time without prior notice.

6. Website Content

This website is intended solely to provide general information about Latzman Advisors AG and its advisory services.

References to Swiss financial institutions, onboarding processes, compliance preparation or financing structures are provided solely for general informational purposes and do not constitute recommendations, endorsements or guarantees.

7. Intellectual Property

Unless otherwise stated, all content on this website, including text, graphics, logos, photographs, design elements and layout, is the property of Latzman Advisors AG or its licensors and is protected by applicable intellectual property laws.

No content may be reproduced, copied, distributed, modified or otherwise used without the prior written consent of Latzman Advisors AG, except where permitted by applicable law.

8. External Links

This website may contain links to third-party websites for convenience and informational purposes.

Latzman Advisors AG has no control over the content of such websites and accepts no responsibility or liability for their content, accuracy or availability. The inclusion of a link does not constitute an endorsement of any third-party products or services.

9. Limitation of Liability

To the fullest extent permitted by applicable law, Latzman Advisors AG excludes all liability for any direct, indirect, incidental, consequential or other loss or damage arising from or in connection with access to, use of, inability to use, or reliance upon this website or its content.

Nothing in this disclaimer excludes liability where such exclusion is prohibited by mandatory law.

10. Governing Law

This website and this Regulatory Disclaimer shall be governed by the substantive laws of Switzerland, excluding its conflict of law provisions.

The courts of Zurich, Switzerland shall have exclusive jurisdiction over any disputes arising out of or in connection with this website or its use, to the extent permitted by applicable law.

11. Updates

Latzman Advisors AG reserves the right to amend this Regulatory Disclaimer at any time without prior notice.

The version published on this website shall be the current and applicable version.

Historic architecture overlooking Lake Lucerne and the Swiss Alps

Zürich · Switzerland