HOW DOES IT WORK? COMPLIANCE IN 5 STEPS.

 

STEP 1:

Register you/your company here.

STEP 2:

Classify and subscribe as:

  • External Asset Manager/Independent Asset Manager/Family Office
  • Asset manager of collective investments schemes
  • Asset manager for Swiss pension funds
  • Trustee
  • Investment Advisor

STEP 3:

Implement/update your FIDLEG/FINIG compliance toolkit.

STEP 4:

Check your potential outsourcing requirements (legal, compliance, risk management and others)

STEP 5:

Stay up to date via newsletters.

 

Interested? Please register here.


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