Country Manual Independent Portfolio Manager/Advisor (EAM)
Switzerland
BRP has updated its Country Manual Independent Portfolio Manager/Advisor (EAM) for
Switzerland out of company’s country of establishment (Def, RS & BT).
| SOURCE OF CHANGES | ANSWERS |
| Law/Regulation | No |
| New Position of the Authorities | No |
| Evolution of Expert’s interpretation | Yes |
Regulatory Summary and Behaviour Template
Material changes
The Country Manual has been reviewed to ensure that the content of all documents remains accurate and up to date. We can confirm that there have been no major material changes or modifications of the relevant Swiss cross-border legislation since the last publication of this Country Manual.
Non Material changes
The documents have been reformatted onto the latest template. Some comments have been reworded to reflect the regulatory situation/current interpretation of the regulatory framework more accurately and/or more in detail, and content has been streamlined.
BT Short Comparison
BRP has created a comparison document allowing users to quickly identify the modifications made compared to the previous version of the EAM Manual (BT Short Comparison). The BT Short Comparison can be found on BRP’s platform (mybrponline) in the Search tab by entering in the Document Field “CM EAM BT SHORT COMP” and “SWITZERLAND” in the Target Country Field.
The BT Short Comparison should be read as follows:
The first column contains a short description of the activity in question. The second column contains the answers of the previous version of the Country Manual (online until the day of the alert). The third column contains the new answers of the most recent version of the Country Manual. Only the modified answers are displayed (in color). If the answers in the new version are unchanged compared to the previous version, they are shaded in grey.
For more information, please contact us: info@brpsa.com
Best regards,
Geneva, February 4th, 2025