Guidelines
This is where you can download framework agreements and forms.
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Umgang mit Insolvenzrisiken - Beilage 3 Vereinbarung betreffend die treuhänderische Verwaltung von Sicherheiten (2020)
Guideline for the integration of ESG considerations into the advisory process for private clients
Legal Opinion: Permissibility of disclosure by Swiss banks of bank client information to agents in foreign countries un-der article 47 of the Banking Act (BA) (Walder Wyss AG)
Legal Opinion: Use of Cloud Offerings by Banks: Admissibility under Art. 47 Banking Act (Laux Lawyers AG)
Commentary on the Agreement on the Swiss banks’ code of conduct with regard to the exercise of due diligence (CDB 20)
Agreement on the Swiss banks’ code of conduct with regard to the exercise of due diligence (CDB 20)
5.00
Guidelines on the treatment of assets without contact and dormant assets held at Swiss banks (Guidelines on Dormant Assets)
Empfehlungen der SBVg und der KOKES zur Vermögensverwaltung gemäss Kindes- und Erwachsenenschutzrecht (Juli 2013)
Guidelines on the duty to keep documentary records according to section 24(3) CISA (Collective Investment Schemes Act)
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Risks Involved in Trading Financial Instruments*
From an order quantity of 10'000 ex. unit price and delivery date on request