Publication of Asset Management Association Switzerland self-regulation materials revised in line with FinSA/FinIA – new minimum standard as of 1 January 2022 and revised model documents

  • September 28, 2021
    Publication of Asset Management Association Switzerland self-regulation materials revised in line with FinSA/FinIA – new minimum standard as of 1 January 2022 and revised model documents

    The entry into force of the Financial Services Act (FinSA), the Financial Institutions Act (FinIA), and the revised Collective Investment Schemes Act (CISA) made it necessary to update the self-regulation materials published by the Asset Management Association Switzerland.

    We have therefore been working over the past few months with a special group of experts and individual specialist committees to make the necessary changes to the following documents:
    - Guidelines
    - Model documents
    - Model distribution agreement

    The revised documents were published on the Asset Management Association Switzerland’s website today. The model documents for limited partnerships for collective investment as well as the English and Italian versions of certain documents will be published at a later date. The Association’s remaining publications, including specialist recommendations and further model agreements, will now be reviewed and updated as necessary.

    Self-regulation