ACOLIN developed an online solution accessible to everybody. Based on a very simple and short questionnaire (multiple choice questions), we give you a clear and quick answer on what you need to be compliant with FinIA/FinSA (ombudsman, register of advisors, representative…).
As usual, besides of this tool, our team of specialists is available to answer any questions you may have.
Due to the COVID-19 environment, the initial implementation of the market requirements for the new Swiss laws have been delayed. FINMA may approve the client advisor registers mid of this year, same schedule for the Federal Department of Finance and the approval of the ombudsman offices.
Since the beginning of 2020, the new financial market regulations, FinSA and FinIA, have been in force in Switzerland. This affects investment and asset advisors, asset managers and collective asset managers, as well as all...
Investment funds exist for one reason and one reason only. To exploit perceived price inefficiencies in any market and generate alpha for investors. Occasionally, exceptionally good performance is rewarded with attention from...
The asset management sector is a very crowded market. One could even argue it takes a village to keep the fund distribution machine going, with many participants working to support the asset manager in an increasingly complex...
The CSSF Circular 18/698 is significantly impacting how IFMs (Investment Fund Managers) based out of Luxembourg are operating. ACOLIN has put together 10 important facts to help you get to grips with what is expected. 1. IFMs...
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