Our Foundation

Built on the Authority
of Supreme Court Rulings.

We do not speculate. We operate on established legal precedents that secure your assets.

Legal Intelligence

The Retrocession Imperative: A 2025 Legal Analysis

An in-depth examination of the evolving regulatory landscape and its implications for institutional investors and family offices.

Retrocession
Recovery

Legal Framework 2025

LegaFund Intelligence

The Legal Framework

The Swiss Federal Supreme Court has consistently strengthened investor protection over the last two decades. These key rulings form the basis of our recovery mandates.

2006

BGE 132 III 460

The landmark decision. The Federal Supreme Court ruled that retrocessions (kickbacks) belong to the client, not the bank, unless a valid waiver was signed.

2012

BGE 138 III 755

Expansion of scope. The court clarified that this applies not only to external asset managers but also to internal bank products and group companies.

2017

BGE 143 III 348

Clarification on limitation periods. The court confirmed a 10-year statute of limitations for reclaiming retrocessions, opening a significant window for recovery.

Recovered Assets

Confidential Settlement Ledger

Case IDInstitution TypeStatusRecovered
ZH-2023-92Major Swiss Bank
Settled
CHF 1.2M
GE-2024-14Cantonal Bank
Paid Out
CHF 850k
TI-2023-05Private Bank
Settled
CHF 2.4M
ZH-2024-01Asset Manager
Audit Complete
CHF 450k

Disclaimer: Case data is anonymized to protect client confidentiality and comply with settlement agreements. Past performance does not guarantee future results.

Expertise | LegaFund