Compliance Package for Financial Advisors

17.04.2020 14:55 to 31.12.2020 14:55

Registration closed since 31.12.2020

Third Party Offer

Compliance Package for Financial Advisors

Foreign financial institutions which intend to actively target and serve clients based in Switzerland will be subject to the Financial Services Act FinSA that entered into force on 1 January 2020.

BRP Bizzozero & Partners SA has elaborated a special offering accompanying client advisers with foreign financial intermediaries who intend to service clients in Switzerland. The package encompasses the various legal and regulatory aspects on the entire client contact process.

The Compliance Package for Client Advisors is offered with a 10% discount for AFBS Members. 

Further information on the compliance package and pricing is available in the attached document: EN

And from:
Zurich office
Annette Hafner or Benjamin Kurmann
Phone: +41 43 305 09 30
Geneva office
Aurélie Anciaux
Phone: +41 22 819 10 30

And from:


From 17.04.2020 14:55
To 31.12.2020 14:55