Léonie Luterbacher Mlaw


Transaktionsbezogene vs. portfoliobezogene Anlageberatung unter FIDLEG: keine einfache Abgrenzung

With the entry into force of the Financial Services Act (FinSA) on 1 January 2020 the transaction-related ­investment advice will be introduced as a new category of investment advice to be distinguished from the portfolio-related investment advice. The correct differentiation between the two types of investment recommendations is crucial to determine the scope of application of the suitability…
PD Dr. iur. Sandro Abegglen LL.M., Léonie Luterbacher Mlaw
SZW-RSDA 5/2018 | S. 462