Back to Insights Page

FinSA Training hosted by ARIF on March 5, 2021

By Stephan Mayer

The Association Romande des Intermédiaires Financiers (ARIF) will be organizing a FinSA Online Training course for Financial Service Providers and Client Advisers on March 5, 2021.

During the webinar, the following topics will be covered:

  • Scope of FinSA and registration of client advisers
  • Classification and rules of conduct

Emilie Tränkner, Head Representative Services Switzerland at ACOLIN, will share her expertise on "Offering of financial instruments" with the audience.

The course is held in English. Additional dates in French and German will be held on May 6 and September 28, respectively.

Interested in joining? Please find the program here and register at arif.ch. A participation fee of CHF 420 is due.

Please note: This training course is meant for Financial Service Providers and Client Advisers bound by the art. 6 FinSA and listed among accepted training in the field of FinSA rules of conduct.

Insights

CISA, FinSA, FinIA: Assessment on the new legal landscape in Switzerland

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...

Read More

Can investors capture a hedge fund's “Golden Hour”?

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...

Read More

Going against the grain. Why charging clients to access their data is wrong

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...

Read More

10 important facts Investment Fund Managers should know about CSSF Circular 18/698

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...

Read More

Send Us a Message

For any inquiries, please fill in the following contact form.