FIDLEG – Refresher Training (accredited for the Advisor Register)

This Refresher training provides a practical and clear introduction to the Financial Services Act (FIDLEG).
It is designed for financial service providers and advisors who require recognized training for their  registration in the Advisor Register.

The training is accredited by BX Swiss AG and therefore meets the regulatory requirements for registration.

Training contents:

• Introduction to FIDLEG and its objectives

• Rights and obligations of financial service providers

• Conduct and information duties towards clients

• Requirements for documentation and transparency

• Overview of organizational duties

Format:
The training is provided digitally. After completing your order, you will immediately receive your access data by email.

Target group:
Financial advisors, asset managers, and other financial service providers who aim to register in the Advisor Register or wish to refresh their FIDLEG knowledge in a compliant way.

Issuer:
Peak Compliance AG, Zurich www.peakcompliance.ch