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    Third-party Portfolio Management Services Disclosures

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    Julius Baer Wealth Advisors

    Disclosure pertaining to distribution of third-party Portfolio Management Services

    Julius Baer Wealth Advisors (India) is a distributor of various third-party Portfolio Management Services (PMS).

    Before considering third-party Portfolio Management Services for investment, we recommend that you go through the latest information, risk factors and other disclosures pertaining to the strategies. This information would be available in the PMS disclosure documents uploaded on the websites of the respective Portfolio Managers. For information on commission fees that would be earned by Julius Baer Wealth Advisors upon distributing various PMS services, please refer to the link below.

    Certain products and services of the Julius Baer Group are not accessible to residents and/or nationals of certain countries. Website users are therefore asked to consult the Terms of use applicable to this website and to contact their nearest Julius Baer entity (“Locations”) for information on products and services available in their country. Furthermore, users may consult their legal/tax advisors should they require any clarifications on the interpretation of the Terms of use.

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