Bonds / Actively Managed Certificates (AMCs)

Bonds / Actively Managed Certificates (AMCs)

Our Bonds / Actively Managed Certificates (AMCs) Advisory Service provides comprehensive support that spans the entire instrument lifecycle, from the initial strategic concept through to successful public trading. We empower issuers and investment managers to bring their capital raising and investment ideas to market with confidence, efficiency, and full compliance.

This service is offered in partnership with FINMA-licensed service providers in Switzerland, ensuring all activities are conducted under the rigor and stability of Swiss law.

End-to-End Instrument Issuance and Management

We streamline the complex processes involved in launching and listing structured financial products.

1. Bond Issuance Advisory

For clients seeking to issue corporate or structured Bonds, we provide expert guidance to facilitate capital raising:

• Documentation Preparation: We offer expert guidance in preparing all necessary legal and financial documentation, including drafting comprehensive prospectuses, term sheets, and legal agreements.

• Regulatory Compliance: Our service ensures strict compliance with all relevant regulatory requirements, effectively streamlining the complex issuance process for effective capital deployment.

2. Actively Managed Certificate (AMC) Structuring

For investment managers interested in packaging their strategy into a transferable security, we provide end-to-end assistance:

• Strategy Alignment: We help structure the AMC to precisely align with your specific investment strategy and risk profile.

• Underlying Documentation: We prepare the certificate’s underlying documentation and adeptly navigate the required legal and compliance landscape, ensuring your actively managed strategy is wrapped into a robust, transferable security.

3. Stock Exchange Listing and Liquidity

We provide specialized services to facilitate the public listing of your Bond or AMC Certificate, which is crucial for market access:

• Enhanced Liquidity: Listing on a recognized Stock Exchange is a crucial step that enhances liquidity and visibility, making your instrument accessible to a broader range of institutional and retail investors.

• Listing Management: We manage the entire listing application process, including liaising with exchanges and regulators, to ensure a smooth and efficient transition to public trading.

The Swiss Advantage

This specialized advisory service is provided by partner FINMA-licensed service providers in Switzerland, guaranteeing that all structuring and compliance activities benefit from the stability, credibility, and strict regulatory oversight inherent to the Swiss financial jurisdiction.

Commitment to Absolute Confidentiality

The launch of financial instruments, particularly those involving bespoke strategies (AMCs) or capital structure changes (Bonds), is highly sensitive. MergersCorp maintains the strictest confidentiality regarding your investment concept, issuer identity, and capital deployment strategy throughout the entire structuring and listing process.

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