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AZEK Campus VERMÖGENSVERWALTUNG, -BERATUNG UND ANLAGEFONDS AUS RECHTLICHER SICHT

  • When 26.09.2019 from 13:00 to 17:00 (Europe/Zurich / UTC200)
  • Where Bildungszentrum Sihlpost, KV Business School, Sihl-postgasse 2, Zürich
  • Contact Name
  • Contact Phone +41 44 872 35 35
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The seminar intends to provide an overview of the recent changes (of the last 3 years) and the upcoming evolution for the contractual relationships and the duties of finan-cial advisors providing discretionary portfolio manage-ment and investment advisory services to private clients. It is based to a large extent on practical cases deriving from the court decisions in Switzerland and requires a good initial academic and/or practical knowledge and experience on these topics.