Placement of Financial Products – Switzerland

This e-Learning course on placement of financial products in Switzerland provides a comprehensive overview of the key concepts and regulations surrounding the distribution of financial products. Participants will explore fundamental definitions of financial services and instruments, gaining clarity on when the distribution of such products constitutes an offering.

The training covers essential topics such as the rules and principles of the Key Information Document (KID) and concludes with an analysis of Collective Investment Schemes (CIS) and the issuer’s perspective on the relevant Prospectus document.