+44 20 3885 6670Bonds / 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.
MergersCorp provides strategic advisory throughout the instrument lifecycle—from conceptual term sheet design to exchange listing. In strict coordination with FINMA-licensed financial institutions in Switzerland, all issuance, paying agent, and securitization activities operate under the stability, creditor protection, and governance of Swiss financial market regulations.
End-to-End Instrument Issuance and Management
We streamline the complex processes involved in launching and listing structured financial products.
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.
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.
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. The Service is not offered to USA, UK, Russia, and any other jurisdictions banned by Swiss Law.
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.
Get your Case Valuation
By filling out the following form, you initiate the process to execute your next strategic move with confidence. MergersCorp offers specialized, confidential advisory across the full spectrum of corporate and financial transactions. Contact us today by phone or email to begin your strategic review or fill out the form below.
General Informational Purpose:
This webpage and its contents are published strictly for informational and educational purposes for institutional, professional, and qualified investors only. Nothing contained herein constitutes an offer to buy or sell, a solicitation of an offer, or a formal underwriting recommendation or financial promotion regarding any bond, actively managed certificate (AMC), structured product, note, or security under the Swiss Financial Services Act (FinSA), the U.S. Securities Act of 1933, the UK Financial Services and Markets Act 2000 (FSMA), or the regulations of any other jurisdiction.
Regulated Execution:
MergersCorp acts solely as an independent corporate strategy advisor. All regulated structuring, issuing, paying agent, custody, securitization, and exchange-listing services are executed strictly through and by authorized, independent, FINMA-licensed banks, securities firms, and institutional partners in Switzerland.
Explicit Jurisdictional Exclusions (Not for U.S., UK, or Sanctioned Persons):
United States
The financial instruments referenced herein have not been, and will not be, registered under the U.S. Securities Act of 1933, as amended, or the securities laws of any state of the United States. Consequently, these instruments may not be offered, sold, transferred, or delivered, directly or indirectly, within the United States or to, or for the account or benefit of, U.S. Persons (as defined in Regulation S under the Securities Act), except pursuant to an applicable statutory exemption from registration requirements.
United Kingdom
This information is not directed at, and must not be acted upon by, persons in the United Kingdom, except where an exemption applies under the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005 (such as investment professionals and high-net-worth entities). It is not intended for retail distribution in the UK.
Prohibited & Sanctioned Jurisdictions
Services and instruments described on this page are strictly unavailable to citizens, residents, entities, or beneficial owners located in the Russian Federation, or any other country, territory, or regime subject to comprehensive Swiss, European Union, OFAC, or international sanctions.
