As part of SwissBorg's migration to the EU's Markets in Crypto-Assets Regulation (MiCA), your Crypto Bundles and Managed Portfolios now operate under this framework through our French entity BlockNodes SAS.
Your products, holdings, and strategy do not change. To keep them fully active, you need to complete two quick steps in the app.
What is changing
Nothing about the products themselves. Your Crypto Bundles and Managed Portfolios keep the same holdings, the same strategy, and the same rebalancing logic.
To comply with MiCA, we need you to:
- Accept the new Wealth Management Terms & Conditions and the investment mandate for each product you hold.
- Complete a suitability assessment.
The two steps to complete
Step 1: Sign the new Wealth Management T&C's and accept your investment mandates
A dedicated screen presents the new Wealth Management Terms & Conditions, together with one investment mandate for each Crypto Bundle or Managed Portfolio you hold. You need to accept all of them.
Step 2: Pass the suitability assessment
A short questionnaire that confirms these products are suitable for you. Everyone needs to complete it, including users who took a similar test in the past, because the assessment has been reset for the migration. You can retake it if needed.
Where to find each step
The Terms & Conditions and investment mandates screen appears automatically each time you open the app, until you have accepted them.
The suitability assessment appears when you open any Crypto Bundle or Managed Portfolio. To reach it manually, go to the Invest tab, then tap Managed Portfolio or Crypto Bundles.
What happens if you don't complete them
Your funds remain safe and your positions stay exactly as they are. However, until both steps are complete:
- Your Crypto Bundles and Managed Portfolios will no longer be rebalanced.
- You will only be able to sell. You will not be able to invest more or have your products rebalanced.
Full functionality is restored automatically once both steps are complete.
About the suitability assessment
The suitability assessment is a regulatory requirement under MiCA. It helps us confirm that Crypto Bundles and Managed Portfolios match your knowledge, experience, and investment profile.
Because the assessment has been updated and reset for all users, completing it once before was not enough.
Deadline
Please complete both steps before the next rebalancing, which runs at the start of the month (1 July 2026). If your steps are not complete by then, your products will move to sell-only until you finish them.
Still have questions
If you have questions about your Crypto Bundles or Managed Portfolios, please contact our Support team via the Profile section of the app or at support@swissborg.com.