Kursagendadetailansicht

Suitability and appropriateness

ACADEMY & FINANCE SA
13.11.2020 - 13.11.2020
Hotel Kameha Grand
Dufaux-Strasse 1
8152 Glattpark/Zürich
Schweiz
Friday 13 November 2020, 9.00-12.50
Präsenzunterricht
  • Englisch
Understand how to implement the new obligations under FinSA at the stages of client onboarding, execution of service and monitoring of service.
  • Compliance
  • Risk- und Portfolio Management
  • Wealth Management
3.00
620.00
410.00
André-Valéry BORDES
+41228490111
info@academyfinance.ch
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