Project Financing and
Fund-Raising

Our Unique Proposition

Introducing Our New Offering

Swiss Financial & Trust Companies are the world’s most sought after and versatile business vehicles, offering their owners privacy, security, prestige, flexibility and many other operational merits that other vehicles can only dream of possessing. That is why many private as well as institutional investors, institutions, clients and managers have decided and opted for employment of our services through acquisition of the their own private business vehicle in form of a Swiss Financial or a Vintage Trust Company.

Swiss Financial & Trust Companies are the world’s most sought after and versatile business vehicles, offering their owners privacy, security, prestige, flexibility and many other operational merits that other vehicles can only dream of possessing. That is why many private as well as institutional investors, institutions, clients and managers have decided and opted for employment of our services through acquisition of the their own private business vehicle in form of a Swiss Financial or a Vintage Trust Company.

Today the world has changed and continues to evolve, perceptions in the financial sector are divided as to the future of business and investment opportunities. As banks grow more and more conceited, complex and savvy in their processes & demands, project financing and securing of investors has become a true art and skill that only a few have mastered and many failed to acquire.

In this turbulent world of today, where tomorrow is uncertain and good opportunities are scarce to come by, First Fidelity Trust AG has yet again used its experience and expertise in the field of finance and project financing and is proud to offer to its existing and future clients a funding possibility that a Swiss Trust Company is able to bestow upon its lucky owners.

Any project irrelevant how frivolous, if well structured, and presented in a coherent and transparent manner with a compelling opportunity for return on investment & profit can be financed employing the services of a Swiss Financial & Vintage Trust Company.

What is SIX?

SIX is one of the leading European Exchanges, which offers a very attractive, internationally recognized listing opportunity, and location at the heart of Continental Europe, with state of the art pre and post listing services.

SIX is one of the largest exchanges in Europe in terms of the (free float) market capitalization of its listed companies. The selection of the listed companies which reach close to 300 individual entities, includes internationally recognized brands such as: Neste, Novartis, Roche (3 of the 6 most highly capitalized European stocks) as well as giants such as Credit Suisse, UBS, etc.

SIX further offers a wide range of listed instruments that can be listed on traded on the exchange, and divided into asset classes, such as: Equities, Bonds, MTN’s, Exchange Traded Funds, as well as structured Products & Warrants.

Our clients can further benefit from the Swiss Exchange’s bond market, which is huge and can be described as truly international. Issuers include sovereigns, supranational organizations, agencies, corporates and financial institutions. More than 50% of the total of 1600 listed bonds & MTN’s have been issued by foreign issuers from close to 40 different jurisdictions, which include all 5 continents.

The SIX’s bond segment comprises a wide range of instruments, which include: straight bonds, floating-rate notes, convertible bonds, asset backed securities, loan participation notes & MTN’s. Listing of instruments can be accomplished in all major, internationally recognized currencies.

SIX further offers a number of vital advantages that are unique to the Swiss market and difficult to come by anywhere else. Clients will benefit from a high level of interest in the Swiss financial market as perceived by investors and analysts, as well as prolific and cash-rich investor base, not to mention the exchange’s flawless reputation.

Key Benefits of SIX

  • Political, economic and social stability of the Swiss market - a shining example of organization and security for generations.

  • Access to a large group of capital-rich individual, private and qualified investors – including banks, pension funds, etc. Switzerland further holds some 36% of global assets under management, guaranteeing many opportunities of attracting potential investors.

  • Efficient way of raising capital – FFT AG, together with its partners handles and supervises the entire listing process.

  • Enhanced visibility – financial instruments can be viewed internationally on the SIX’s website as well as the internal screens of foreign banks and assets managers worldwide.

  • Discerning international standards – rigorous yet market/client oriented, which helping attract international investors.

Swiss Stock Exchange Listing

Listing of shares in from of equity has never been easier. First Fidelity Trust AG, offers the opportunity to list the shares of Swiss Trust Companies and float them directly onto the Swiss Stock Exchange. Respecting the international listing standards we provide an almost fully automated service to our clients, which allows for a smooth and essentially stresses listing process of equity and floating shares onto the Swiss Stock Exchange. There are no astronomical fees or capital requirements, funding can be approved for small medium as well as large projects.

 All that the potential client is requested to provide after acquisition of the selected Vintage Trust Company is a business plan in form of an executive summary, to include cash-flow estimates and financials on the underlying project that the bond issuance will finance. We at FFT AG will handle preparation of the prospectus, due diligence, application with SIX, Listing & Quotation of the instrument.

We further secure the services of:

  • Paying agent

  • Transfer agent

  • Fiscal agent

  • Calculation agent

When employing our services the process becomes virtually remote and is very easy to follow. After listing the proceeds from sale of the bonds will flow directly into the issuer’s bank accts. where they can be employed to finance the underlying project, according to the stipulations of previously provided executive summary.

Issuance of Bonds and MTNs

First Fidelity Trust AG offers this unique opportunity to all individuals and corporate structures that are looking for financing of their selected investment projects and ventures. Through employment of the merits a Swiss Trust Company has to offer, and in close collaboration with the client. Fundamentally based on the supplied Executive Summary of Business objectives & envisaged activities that lead to establishment of an exact financing budgeting needs we are able to assist with preparation of the Offering Memorandum and Prospectus of the Bond & MTN issue and have this instrument listed on the Swiss Stock Exchange within 4-6 weeks’ time. We provide you with a personal support and personalized service, combined with our expert assistance and expertise in the field, through many years of professional experience and collaboration with some of the highest-ranked professionals in Switzerland as well as the rest of Europe and Worldwide. Our clients will further benefit from first class services as well as a proactive partnership with our firm. Clients will further benefit from our professional network, created and built over the years, which we are now proud to share with our clients, allowing to further raise the profile of your venture with investors and analysts. Using our many years of experience as industry leaders in the Swiss Financial & Trust Company business, we can further reduce your workload to minimum and enable you to fund your projects and businesses more efficiently and with greater ease that you could even imagine.

All that the potential client is requested to provide after acquisition of the selected Vintage Trust Company is a business plan in form of an executive summary, to include cash-flow estimates and financials on the underlying project that the bond issuance will finance. We at FFT AG will handle preparation of the prospectus, due diligence, application with SIX, Listing & Quotation of the instrument.

We further secure the services of:

  • Paying agent

  • Transfer agent

  • Fiscal agent

  • Calculation agent

When employing our services the process becomes virtually remote and is very easy to follow. After listing the proceeds from sale of the bonds will flow directly into the issuer’s bank accts. where they can be employed to finance the underlying project, according to the stipulations of previously provided executive summary.

Financing Process Overview

The preparatory and issuance scenario consists of a 4 step simple to follow process, where the client is not only assisted every step of the way, but in fact and more importantly led thoroughly throughout this experience through experimented and fully professional personnel of FFT and its associated business partners. All of the processes are clear, transparent and fully explainable. We are proud to have developed in collaboration with our business partners and collaborators, this financing model which can now be taken full advantage of by our clients.

 1. Swiss Trust Company Acquisition

Acquisition of the Trust Company and identification of the client’s financing needs relative to the projects in his business-pipeline. After completion of the acquisition process and the client being in possession of 100% shares of the selected Trust Company, we will further assist him in setting up of operational bank accts. as well as prepare the Trust Company for issuance of the MTN’s, Bonds, etc. to be listed on Six, which may also include augmentation of the corporate capital of the Trust Company if necessary.

2. Preparation of the Prospectus and Offering Memorandum

At this point the client will be requested to present to us his projects as well as the planned financing strategy in form of an executive summary of their business plan, to include Pro forma cash flow statement for the next 3 fiscal periods, income statement & balance sheet for the next 5 fiscal periods. We will be conducting our feasibility study based on the provided information and preparing a Prospectus and Offering Memorandum under a close collaboration with the client.

3. Application with the Swiss Stock Exchange

Once all the documents have been prepared, reviewed and approved by both the client as well as our listing experts and associated collaborators, the application forms will be completed and submitted together with the necessary supporting documentation (referenced above) to SIX (Swiss Stock Exchange). After submission of the file the application and approval process, closely monitored by FFT begins.

4. Flotation on the Swiss Stock Exchange

As soon as the application has been reviewed, verified and approved by SIX the listing will be completed and the instrument will commence to float on the exchange. At this point FFT will further assist the client with quotation of the listed instrument which can happen twofold:

  • Through a 1 value scheme; where the price is established/fixed once for the entire duration of the listing

  • Periodic quotation, where FFT engages an associate agent to maintain a periodic quotation push (daily, weekly, monthly) so that the price of the instrument is floating on the market based on the bid & ask prevailing conditions

We welcome your interest in this unique opportunity.

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