Our Services

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EXCELLENT SERVICE PLATFORM. WITHOUT EXTRA COSTS.

CAT Financial Products considers itself to be an extremely flexible partner. Our structure and business model allows us to offer a unique service – comprehensive, transparent and quick. Client service and long-term satisfaction are our top priorities. We are familiar with the critical points of structured products and have developed flexible solutions.

 CUSTOMISED PRODUCT AND INVESTMENT PROPOSALS
We use the specifications and wishes of the client to jointly find an intelligent investment concept which is perfectly tailored to the risk profile and market expectations of the investors. The asset manager is involved in the entire process and makes independent decisions. We will remain by your side as an independent partner with know-how and experience.

PRODUCT LAUNCHING AND EXECUTION
We handle the complete launch process for customised products starting at notionals of 50'000 (depending on product and issuer). Everything from one source and one contact point – from the documentation to the execution of the banks and the establishment of the required systems: easy, fast and efficient.

ONLINE PRICING AND TRADING PLATFORMS
In the past few years, a number of different issuers have developed on-line pricing and trading tools. These allow the investor to acquire tailored standard structures starting at as little as CHF 50,000 nominal via on-line pricing platforms which are fully automated and in real time. CAT Financial Products provides access to these platforms for its clients via the telephone.

SUPPORT FROM A – Z
We support the asset managers from the product idea to the launching process during the important secondary market to the redemption and repayment. The continuous monitoring of products and risks is one of our central roles.

DOCUMENTATION
We review the documentation of the issuer and prepare marketing documents in accordance with the specifications and wishes of our client such as presentations and product sheets in all languages and monitor the documentation of the issuer.

REPORTING PLATFORM
We use fully automated performance reports to record the development of the certificates, the base values, the factors affecting prices, and the product events. This allows us to continuously monitor and analyse the products and their risks. Our clients can thus track the price behaviour and development of the certificates at all times and reacts quickly and knowledgeably to changes.

STRUCTO MANAGER 2.0
We have been developing and continuously expanding our own innovative database for structured products since 2008. This allows us to continuously monitor and track all products. We provide this database to asset managers, even for third-party products.

PRODUCT ANALYSIS AND ASSESSMENT
We will analyse your existing products for you. Are you dissatisfied with the pricing or development? Do you have unanswered questions? We will be at your side to evaluate your items independently.

TRAINING AND KNOW-HOW
Structured products demand specialised knowledge. We see it as a basic requirement that our clients understand what they are investing in. This is the only way that they can use the full potential of the derivative instruments for their own portfolio management. CAT Financial Products routinely provides guest lecturer training at the University of Zurich.

E-MAIL SERVICE
Our distribution service will send you regular e-mails with updates, new issues, trade ideas, innovations and events from the structured products sector. Additional services such as morning news, stock and bond recommendations, credit spread lists and much more serve to support the asset manager in his/her daily investment dealings.

© 2019

CAT Financial Products AG

Zürich: Limmatquai 4, CH-8001 Zürich
Bern: Kirchstrasse 52, CH-3097 Liebefeld bei Bern


+41 43 311 27 40 | info@catfp.ch

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