AIMA Webinar: The New Swiss Financial Services Act (FinSA)

Switzerland

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The new Swiss Financial Services Act (FinSA) entered into force on January 1, 2020, complemented by the implementing Ordinance of FinSA (FinSO) introduces new rules to distribute financial products in Switzerland. 

The new rules introduce new concepts such as a definition of “financial services” and of “client advisors” and introduce the requirement to join an ombudsman office. 

This webinar will focus on an operational summary for non-Swiss members who are distributing, or planning to distribute, their funds in Switzerland. We will be providing high level pointers and considerations fund managers distributing its products in Switzerland should have in mind.

Speaker: Stephanie Comtesse, Meyerlustenberger Lachenal Ltd 

The presentation is available for download here.