Activity and offer
OLZ primarily offers mandated asset management services (which can be supplemented by the additional service of "execution only" service). Using OLZ funds as building blocks, i.e. generally using proprietary OLZ financial instruments, an efficiently diversified portfolio of equities and bonds is implemented.
Eidgenössische Finanzmarktaufsicht FINMA
OLZ AG is licensed by FINMA as a manager of collective assets.
In the event of a dispute that cannot be resolved directly, OLZ customers may request mediation from the ombudsman's office. OLZ AG is affiliated with the following ombudsman's office:
Finanzombudsstelle Schweiz (FINOS)
Risks associated with financial instruments
Familiarize yourself with "Risks Involved in Trading Financial Instruments" with the following brochure from Swissbanking.