Compliance and Regulations in Wealth Services and Family Office Practice
Whether you are employed, starting a your practice, or currently running your business to offer wealth and family office services; this program will allow you to discover the regulators and data protection principles in this sector.
For the professionals who want to discover the regulators and data protection principles in the wealth services and family office sector.
What You'll Learn
✔️ Identifying the regulators in the relevant financial services market.
✔️ Define the professional duties, ethics and responsibilities surrounding key wealth services and family office disciplines.
✔️ Analysing bookkeeping and cash flow forecasting software.
✔️Exploring the GDPR principles and the relevance of being compliant.
✔️Defining the processes to comply with GDPR principles.
✔️Drafting the business terms of service.
The Program Framework
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The Program Introduction/ Framework
Everything You Need to Discover the Regulators and Define your Data Protection Principles in the Wealth Services and Family Office Practice
The Swiss Association supporting professionals joining and navigating the blue ocean that is Private Wealth & Family Office services.
