ZURICH, FRIDAY 13 NOVEMBER 2020, HOTEL KAMEHA GRAND, 9.00-13.00

Discretionary Portfolio Management (DPM), Advisory, Execution only: what does Suitability and Appropriateness mean for the different types of services?

Client onboarding, product onboarding, execution, monitoring of service: how to adapt your procedures and documentation depending on the client classification and risk profile?

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