FINSA Training

FINSA Refresher Investor Protection
November 8, 2024 - December 2, 2024
Tour Maîtresse (T) - A7

Invitation

Several training sessions have been organized to reiterate the FINSA key requirements adopted by the bank and to explain how these requirements translate into our processes and tools.

Please note that this training is mandatory for all RMs, assistants and investment advisors. For those of you who might be absent during the proposed dates for your market, 2 additional sessions will be organised early December.

This will be an invaluable opportunity to refresh your knowledge, ask questions, and gain clarity on how these regulatory requirements impact your daily responsibilities and interactions with clients.

To ensure an interactive and personalized experience, various sessions of up to 20 participants have been organized for each region throughout the coming weeks.

Registration

Schedule

November 8
November 11
November 19
10:00
FINSA refresher
14:00
FINSA refresher

Contact

Sonja MUSSLER

PROJECT MANAGER

Matthieu NICOD

BUSINESS MANAGER