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Fit for FinSA

Fintelligence AG
Online
E-Learning
  • Englisch
The e-learning suite ‘Fit for FinSA’ provides a comprehensive insight into the new Financial Services Act (FinSA) as well as the newly introduced legal requirements for asset managers. It includes client protection, specific client segmentation and profiling, assessment of appropriateness and suitability, as well as principles of code of conduct and documentation obligations. Furthermore, it discusses pre-contractual information obligations, requirements for the Basic information document, and prospectus duty. It also highlights the similarities and differences between FinSA and MiFID II; plus, it illustrates how and when MiFID II applies in Switzerland.
  • Compliance
8.50
455.00
390.00
Peter Stapfer
+41 (0)44 524 33 36
peter.stapfer@fintelligence.ch
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