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D-01-19

Portfolio Management Guidelines

  • FR DE EN IT
  • Swiss Bankers Association (SBA)
  • Wealth management
  • Status as of 1 January 2022
  • Original date : 11 November 2020
  • History
  • These revised Guidelines are no longer recognized by FINMA as a minimum standard and therefore have no general binding effect. They were approved by the Board of Directors of the SBA on 11.11.2020.
  • FR DE EN IT
  • Swiss Bankers Association (SBA)
  • Wealth management
  • Status as of 1 January 2022
  • Original date : 11 November 2020
  • History
  • These revised Guidelines are no longer recognized by FINMA as a minimum standard and therefore have no general binding effect. They were approved by the Board of Directors of the SBA on 11.11.2020.
Comments? Corrections?