FinSA Art. 12 - Assessment of suitability

Einleitung zur Rechtsnorm FinSA:



Art. 12 FinSA from 2024

Art. 12 Financial Services Act (FinSA) drucken

Art. 12 Assessment of suitability

A financial service provider that provides investment advice taking account of the client portfolio or portfolio management must enquire about its clients'" financial situation and investment objectives as well as their knowledge and experience. This knowledge and experience relates to the financial service and not to the individual transactions.


Es besteht kein Anspruch auf Aktualität und Vollständigkeit/Richtigkeit.

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