Notification of acquisition of bearer shares (article 697i CO)
This template provides a notification of acquisition of bearer shares (Meldung des Erwerbs von Inhaberaktien; notification d’acquisition d’actions au porteur) pursuant to article 697i of the Swiss Code of Obligations (CO).
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Acquirers of bearer shares (Inhaberaktien; actions au porteur) of Swiss corporations (Aktiengesellschaften; société anonyme) that are not listed on a stock exchange are required to disclose such acquisition and their identity to the company. This template can be used to create such notification (Meldung des Erwerbs von Inhaberaktien; notification d’acquisition d’actions au porteur) and allows to include a notification of the beneficial owner (Meldung der wirtschaftlich berechtigten Person; notification de l’ayant droit économique) according to article 697j CO.
Please note that since the entry into force of the new Federal Act on the Implementation of the Recommendations of the Global Forum on Transparency and Exchange of Information for Tax Purposes, the issuance of new bearer shares is generally prohibited. In addition, please note that basically all bearer shares must be converted into registered shares by 30 April 2021 at the latest. From this date, bearer shares will only be permissible if a company has at least a part of its equity securities listed on a stock exchange or has structured its shares as intermediated securities. Companies that wish to maintain bearer shares on this basis must register this circumstance with the commercial register office until 30 April 2021.
The following items may be individually configured:
- Details of the company.
- Details of the notifying person.
- Details of the shares.
- Details of the beneficial owner.
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