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Searching Content indexed under Fund Management/ REITs by Baer & Karrer ordered by Published Date Descending.
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Title
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Date
1
Swiss Regulator Further Restricts Mortgage Loan Requirements
The Swiss Financial Market Supervisory Authority announced on 28 August 2019 that it had recognised as minimum standard the amended Guideline of the Swiss Bankers' Association.
Switzerland
12 Sep 2019
2
Alternative Investment Funds 2019
The establishment and operation of Alternative Investment Funds ("AIFs") (and their managers) is governed by the Federal Act on Collective Investment Schemes of 23 June 2006
Switzerland
15 Aug 2019
3
IFLR EMEA Fintech Special Focus 2019 Switzerland: A Licence For The Future?
The beginning of 2019 saw the introduction of a new regulatory licence category into Swiss law with the aim of facilitating ...
Switzerland
12 Mar 2019
4
Inbound Cross-Border Financial Services Under FinSA And FinIA
On 15 June 2018, the Swiss parliament adopted the Swiss Financial Services Act (FinSA) and the Swiss Financial Institutions Act (FinIA).
Switzerland
9 Nov 2018
5
New Rules On Prospectus And Key Information Document
On 15 June 2018, the Swiss parliament adopted the Swiss Financial Services Act (FinSA) and the Swiss Financial Institutions Act (FinIA). On 24 October 2018
Switzerland
9 Nov 2018
6
Portfolio Managers, Trustees, And Managers Of Collective Assets Under FinIA – The Dawn Of A New Age
In this briefing, we examine the new regulatory regime for portfolio managers, trustees, and managers of collective assets under the FinIA.
Switzerland
9 Nov 2018
7
FinSA: Scope, Client Segmentation And Rules Of Conduct
On 15 June 2018, the Swiss parliament adopted the Swiss Financial Services Act (FinSA) and the Swiss Financial Institutions Act (FinIA).
Switzerland
9 Nov 2018
8
FinSA/FinIA: Impact On Offering Foreign Collective Investment Schemes Into Switzerland
On 15 June 2018, the Swiss parliament adopted the Swiss Financial Services Act
Switzerland
9 Nov 2018
9
Fund Management 2017
The primary legal basis for the investment fund business in Switzerland is the Federal Act on Collective Investment Schemes of 23 June 2006, which came into force on 1 January 2007...
Switzerland
10 May 2017
10
Real Estate Acquisition Restrictions
On March 10 2017, the Federal Council of Switzerland opened a hearing procedure for the amendment of the Lex Koller, the law restricting the acquisition of real estate by persons abroad.
Switzerland
8 May 2017
11
Acquisition Of Real Estate By Foreigners: Additional Restrictions Proposed
On 10 March 2017, the Federal Council of Switzerland has opened a hearing procedure for an amendment of the Lex Koller, the law restricting the acquisition of real estate by persons abroad.
Switzerland
23 Mar 2017
12
Swiss Pension Fund Entitled To Reclaim Swiss Withholding Tax On Dividends Received Indi-Rectly Via Irish Investment Fund
In a recent decision, the SFSC ruled that a Swiss regulated and tax-exempt pension fund is entitled to reclaim Swiss federal withholding tax deducted from dividends of publicly traded shares of Swiss companies.
Switzerland
11 Nov 2016
13
What U.S. And Other Non-Swiss Portfolio Managers Need To Know About Managing Assets Of Swiss Occupational Benefit Plans
Swiss occupational benefit plans – a pillar of the Swiss social security system – are increasingly outsourcing portfolio management responsibilities to investment professionals, including "foreign" managers.
Switzerland
7 Nov 2016
14
Vers Une Concrétisation Du Devoir D'information De La Banque?
Dans un arrêt 4A_369/2015 du 25 avril 2016, le Tribunal fédéral (TF) examine la portée du devoir d'information de la banque dans le cadre d'une relation de conseil en placement.
Switzerland
30 Jun 2016
15
Something Old, Something New: The Supervision Of Financial Intermediaries Under The Draft Federal Act On Financial Institutions
On 4 November 2015, the Federal Council published a Bill to parliament for a Financial Services Act (FinSA) and a Financial Institutions Act (FinIA).
Switzerland
30 Mar 2016
16
FIA's Wide-Reaching Reforms
A major reform of the overall Swiss financial markets regulation is underway. As part of the changes, the draft bill of the new Financial Institutions Act will affect licensing of institutions active in investment management.
Switzerland
11 Sep 2015
17
Recent And Future Developments Impacting Investment Management In Switzerland
Driven by the AIFMD (Directive 2011/61/ EU on Alternative Investment Fund Managers), the Swiss collective investment schemes legislation underwent a major (partial) revision which entered into force on 1 March 2013.
Switzerland
10 Aug 2015
18
Le Spectre Du Droit Pénal Plane-T-Il Sur Le Wealth Management Suisse?
La décennie écoulée a été marquée par une succession de jurisprudences de principe qui ont bouleversé la pratique des rétrocessions.
Switzerland
7 Aug 2015
19
Revision Swiss Collective Investment Scheme Act 3 – November 2012
The final version of the revised Swiss Collective Investment Scheme Act was adopted by both chambers of parliament on September 28, 2012.
Switzerland
25 Feb 2013
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