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Suitability Assessment: Definition and Requirements Under Swiss Law
Definition
A suitability assessment is the process by which a financial service provider evaluates whether a specific financial service or investment …
Regulation
Swiss Financial Services Act (FinSA): Conduct Rules and Client Protection
The Swiss Financial Services Act (FinSA / FIDLEG), which entered into force on 1 January 2020, represents the most comprehensive overhaul of Swiss financial …