Prospectus, KID & PPM under Swiss law

For fast and legally compliant distribution of securities and financial instruments in Switzerland

When selling and publicly offering shares, bonds, security tokens, structured products, fund units, and other financial instruments in Switzerland, the prospectus obligation and prospectus liability under the Financial Services Act (FinSA/FIDLEG) must be taken into account from a legal perspective. The LEXR financial market experts guide you from the question of whether a prospectus is necessary at all to the preparation of a prospectus, a Key Information Document (KID/BIB), or a Private Placement Memorandum (PPM) to the approval of the prospectus with an official prospectus review office. Furthermore, through our experts in the Berlin office, we can also assist with distribution in the EU. 

What is the typical process to an approved Swiss Prospectus?  

With LEXR you get fast and professional support for the public offering and distribution of securities and financial instruments in compliance with the Swiss prospectus regulations. For an approved prospectus, at least six weeks must be expected, a Key Information Document but also a PPM can be prepared much faster.   

  1. 1

    In a kick-off workshop, we discuss the offering strategy together and clarify if there is a prospectus obligation and, if not, whether a Key Information Document or a PPM should be prepared.  

  2. 2
    Gather facts

    The biggest effort is to gather the facts. We provide you with a simple checklist of the necessary information and help you to collect the facts.  

  3. 3
    Preparation / Review

    We prepare the prospectus, the KID or the PPM according to FinSA or revise already existing documents. 

  4. 4
    Prospectus review

    If necessary, we have the prospectus reviewed by the prospectus review office ( and, if necessary, answer queries. The prospectus is checked for completeness, coherence and comprehensibility. 

  5. 5
    Public offering

    As soon as the prospectus is approved, the public offering in Switzerland can begin. Material changes must be reported by means of a supplement.

Pricing and flat-fees

Book a free initial consultation now to discuss your project. Whenever possible, we will provide you with a flat-fee quote for the creation or review of your documents. 


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About us

We’re a growing team of 30+ legal professionals. Some of our experts include:

  • 1

    Christian is an entrepreneur and lawyer with a focus on the intersection between technology and law. He regularly speaks, publishes, and advises on blockchain-related topics and is specialized in financial market regulation. 

    Christian Meisser, CEO & Legal Expert 

  • 2

    Florian advises clients in the fields of Blockchain, DLT, Digital Assets, and FinTech, predominantly focusing his practice on financial market regulation and corporate law matters. He also lectures on legal and compliance issues related to Digital Assets, DLT, and DeFi. 

    Florian Prantl, Senior Legal Counsel 

  • 3

    Silvan is our tax counsel. He specialises in corporate taxation of fintech, asset management and crypto and has substantial experience in the setup of investment funds, management companies, banks and structured ICOs, stable coins as well as more traditional financial instruments. 

    Silvan Amberg, Tax Counsel 

  • 4

    As a Junior Legal Counsel in the FinReg team, Andrin focuses on advising companies on matters regarding blockchain, DLT, digital assets and FinTech. 

    Andrin Hold, Junior Legal Counsel  

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