Search filters
The Duties of Conduct under the Financial Services Act (FinSA)

The Duties of Conduct under the Financial Services Act (FinSA)

FinSA / FinIA – Our blog series with the most important findings for the business world (post 6)

The new Financial Services Act (FinSA) has been in force since 1 January. The new law lays down various conduct obligations for...

The Clock is ticking: Asset managers will soon need a licence

The Clock is ticking: Asset managers will soon need a licence

FinSA / FinIA – Our blog series providing essential insights (Post 5)

Client Segmentation under FinSA

Client Segmentation under FinSA

FinSA/ FinIA - Our blog series providing essential insights (Post 4)

What financial service providers need to know

The new Financial Services Act (FinSA), which comes into force on 1 January 2020, introduces various obligations...

The demise of the bearer share is now a reality

The demise of the bearer share is now a reality

Bearer shares will be abolished on 1 November 2019

On 21 June 2019, Parliament adopted the new Federal Act on the Implementation of Recommendations of the Global Forum on Transparency and Exchange of Information for Tax Purposes...

The Prospectus Requirement under the Financial Services Act

The Prospectus Requirement under the Financial Services Act

FinSA / FinIA – Our blog series with the most important findings for the business world (post 3)

When the Financial Services Act (FinSA) and the Financial Institutions Act (FinIA) enter into force on 1 January 2020, this overhaul...

Limited Qualified Investor Fund ("L-QIF")

Limited Qualified Investor Fund ("L-QIF")

Good News for Swiss Private Equity and Venture Capital Structures At the end of June this year, the Federal Council opened the consultation process on the amendment of the Collective Investment Schemes Act ("CISA") to introduce...

Client advisors must now be registered

Client advisors must now be registered

FinSA / FinIA – Our blog series with the most important findings for the business world (post 2)

Certain client advisors of Swiss and non-Swiss financial service providers with clients in Switzerland must be registered in the new advisor register created by the Swiss Financial Services Act (FinSA - German only).

FinSA / FinIA are just around the corner

FinSA / FinIA are just around the corner

FinSA / FinIA – Our blog series with the most important findings for the business world

According to the Federal Council's timetable, the Financial Services Act and the Financial Institutions Act are to enter into force on 1 January 2020. The results of the consultation on the corresponding Federal Council ordinances are available. We expect the Federal Council to publish the definitive texts of the ordinances in October 2019.

The End of Bearer Shares - An Update

The End of Bearer Shares - An Update

On 21 June 2019, Parliament passed the new Federal Act on the Implementation of Recommendations of the Global Forum on Transparency and Exchange of Information for Tax Purposes. The referendum period runs until 10 October 2019. The new law is expected to enter into force at the end of this year or the beginning of 2020.

Reform of withholding tax - Paying agent tax on interest

Reform of withholding tax - Paying agent tax on interest

Swiss Government approves the objectives and key figures for a paying agent tax

Following the National Council's Commission for Economic Affairs and Taxes (WAK-N), the Swiss Government has also published its key figures for a reform of the Swiss withholding tax ( available only in German). The key figures are largely identical, but there are differences in detail. The Swiss Government also plans to combine an exemption of foreign investors with an improvement of the safeguarding purpose for domestic taxpayers.

You are currently offline. Some pages or content may fail to load.