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This is where you can download framework agreements and forms.
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Leitlinien zum bankinternen Umgang mit Covid-19 Krediten.
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Overview Open Banking
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Guideline for the integration of ESG considerations into the advisory process for private clients
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Merkblatt «Auskunft nach Art. 448 ZGB»
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Risks Involved in Trading Financial Instruments*
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3.50
Richtlinien betreffend Mindestanforderungen bei Hypothekarfinanzierungen
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Richtlinien für die Prüfung, Bewertung und Abwicklung grundpfandgesicherter Kredite
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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)
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Legal Opinion: Use of Cloud Offerings by Banks: Admissibility under Art. 47 Banking Act (Laux Lawyers AG)
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Commentary on the Agreement on the Swiss banks’ code of conduct with regard to the exercise of due diligence (CDB 20)
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Cloud Guidelines: A guide to secure cloud banking
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SBA guidelines on opening corporate accounts for DLT companies
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Agreement on the Swiss banks’ code of conduct with regard to the exercise of due diligence (CDB 20)
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5.00
Directives on the Independence of Financial Research (updated january 2018)
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Portfolio Management Guidelines (2017)
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Directives on fiduciary investments (2016)
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Merkblatt Finanzierungsgeschäfte für verbeiständete Personen
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Guidelines on informing investors about structured products
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Guidelines on the treatment of assets without contact and dormant assets held at Swiss banks (Guidelines on Dormant Assets)
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Recommendations for Business Continuity Management (BCM)
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Empfehlungen der SBVg und der KOKES zur Vermögensverwaltung gemäss Kindes- und Erwachsenenschutzrecht (Juli 2013)
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Guidelines on the duty to keep documentary records according to section 24(3) CISA (Collective Investment Schemes Act)
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Behandlung von Falschgeld und falschen Edelmetall-Münzen und -Barren
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Code of Conduct for Securities Dealers
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Allocation Directives for the New Issues Market
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Richtlinie zu Notes ausländischer Schuldner (2001)
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Guidelines for the Management of Country Risk
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Konvention XIII (1984)
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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