Briefing for Financial Services Institutions
Welcome to the first edition of our Briefing for Financial Services Institutions.
This briefing is aimed at institutions, large and small, providing financial services and products to clients in the UK and wider EEA market. We have designed the briefing to include articles of equal interest to client relationship professionals as well as senior management, legal and compliance staff.
The focus will be on changes impacting on investment and credit products, wealth management, advisory and planning services.
The first edition includes:
- Disclosure reform for Packages Retail and Insurance Based Investment Products
- Reporting Funds vs Non-Reporting Funds
- The implementation of the EU Mortgage Credit Directive
- Co-ownership structures for families investing together
- Tax Corner - Budget 2015
News & Insights
Charles Russell Speechlys’ Family Team walks 25 miles for charity
Charles Russell Speechlys lawyers walk 25 miles for charity
Collecting Evidence in Switzerland – Dos and Don’ts
A number of States, including Switzerland, have enacted blocking statutes which may hinder or prevent the taking of evidence
GDPR and the revised Swiss Data Protection Act: the impact on sports organisations and businesses in Switzerland
We focus on compliance and the responsibilities of the data controller under the incoming GDPR and the (revised) DPA.