Terms and Conditions

1. Scope

These Terms and Conditions apply to all advisory and service agreements between UniExe – Switzerland (sole proprietorship, owner Vlad Lysow, hereinafter "UniExe – Switzerland ") and its clients (natural or legal persons, hereinafter "Client").

Deviating terms of the Client are only recognised if UniExe has expressly agreed to them in writing.

2. Service Offering

UniExe provides services across six core areas:

Company Lifecycle

• Company Formation: Advisory and execution for GmbH, AG, holding and foundation formations, including notary coordination, commercial register filing, and authority registrations (social security, AHV, VAT)
• Growth & Restructuring: Structural optimisation of existing entities, holding setups, change of registered office, articles amendments, tax optimisation advisory
• SME Succession: Guidance on company acquisitions and divestitures, business valuation, due diligence coordination, deal structuring through to closing

Financing & Capital

• Real Estate Financing: Affordability analysis, file preparation and coordination with Swiss banks for residential and investment property, including Lex Koller advisory for non-resident buyers
• Business Financing: Advisory on growth financing, bank loans, public funding (Innosuisse, SECO) and alternative financing structures
• Fiduciary & Accounting: Coordination of ongoing bookkeeping, year-end preparation, VAT returns and payroll via fiduciary partners (software-agnostic, including Abacus, Bexio, Klara, Run my Accounts)

Cross-cutting services

• Operational setup (domicile address, authority coordination, bank introductions)
• AI integration and process digitalisation advisory (particularly in back-office and accounting workflows)
• Coordination of specialist partners (notaries, fiduciaries, tax advisors, lawyers, banks)

3. Contract Formation

A contract is concluded through:

• Signing of a written order confirmation, or
• Written confirmation (incl. email) of an offer by the Client

The free initial consultation does not constitute a contractual relationship.

4. Prices and Packages

4.1 One-time services (packages)

4.2 Time-based advisory

For services not defined as a package, an hourly rate from CHF 150.– / hour applies, depending on effort and complexity. Effort is invoiced by agreement.

4.3 Ongoing engagement

Ongoing engagements and retainer mandates are agreed individually based on effort and scope. The hourly rate stated above (from CHF 150.– / hour) applies.

All prices are in Swiss Francs (CHF). UniExe is not VAT-liable (Art. 10 Swiss VAT Act).

5. Payment Terms

• One-time services: payment within 7 days of invoice date
• Retainer packages: monthly advance payment, due on the 1st of the month
• Large projects (over CHF 2,000): 50% on order, 50% on completion

In case of payment default, default interest of 5% p.a. according to Art. 104 Swiss Code of Obligations (OR) is charged. UniExe reserves the right to suspend outstanding services until full payment is received.

6. Contract Term and Termination

One-time services

The contract ends with full delivery of the agreed service.

Ongoing engagement mandates

Ongoing engagement mandates are agreed individually. Minimum term, notice periods and conditions are specified in the respective order confirmation. As standard, a notice period of 30 days to month-end applies.

Extraordinary termination

Both parties may terminate the contract without notice for good cause. Good cause includes in particular: payment default of more than 30 days, breach of material contractual obligations or insolvency.

7. Client Obligations

The Client undertakes to:

• Provide all required documents and information completely and correctly
• Make decisions in a timely manner so as not to endanger the project timeline
• Designate a point of contact and remain reachable
• Meet agreed payment deadlines

Delays attributable to the Client's failure to cooperate do not release UniExe from the agreed services, but entitle UniExe to adjust the timeline.

8. Liability

UniExe is liable for damages caused by demonstrably faulty advice up to the value of the engagement agreed in the individual case.

Liability is excluded for:

• Lost profits or indirect damages
• Damages based on incomplete or incorrect information from the Client
• Decisions of authorities, notaries or other third parties
• Damages due to force majeure

9. Confidentiality

UniExe treats all information received in the context of the engagement confidentially and does not disclose it to third parties without the Client's express consent — with the exception of specialist partners (notary, accounting partner) as necessary for the performance of the engagement.

This confidentiality obligation applies indefinitely beyond the end of the contractual relationship.

10. Applicable Law and Jurisdiction

These Terms and all contracts between UniExe and the Client are subject exclusively to Swiss law.

Exclusive place of jurisdiction for all disputes is Zurich, provided the Client is based in Switzerland. For clients based abroad, Zurich also serves as the place of jurisdiction.

11. Final Provisions

Should individual provisions of these Terms be invalid, the validity of the remaining provisions remains unaffected.

UniExe reserves the right to amend these Terms at any time. For existing contracts, the Terms in force at the time of contract conclusion apply.

As of: January 2026