Audit reports

Helfenstein Asset Management AG is subject to the Swiss Code of Obligations. The current statutory auditor (Revisionsstelle), or a valid opting-out resolution, is the appointment filed at the Handelsregisteramt des Kantons Luzern.

How to verify

Audited by: Statutory auditor (Revisionsstelle) recorded at the Handelsregisteramt des Kantons Luzern.

Latest audit report: 2026 filings information | Download PDF (/documents/audit-and-filings-information.pdf).

Audit partner: Named on the current commercial-register extract.

Next scheduled audit: After the close of financial year 2026.

Confirm the live filing on Zefix (https://www.zefix.ch/en/search/entity/list?name=Helfenstein%20Asset%20Management%20AG) together with UID CHE-111.708.730 and LEI 894500URZFTDV5G7F357.

Annual audit documentation

Audited by
Statutory auditor (Revisionsstelle) recorded at the Handelsregisteramt des Kantons Luzern
Audit partner
Named on the current commercial-register extract
Next scheduled audit
After the close of financial year 2026

Swiss company law requires the statutory auditor — or a valid opting-out resolution — to be filed at the commercial register. We publish an information note here and the live appointment on Zefix, rather than a third-party opinion that is not ours to host.