Conferences

2 février 2021 – Offering of financial products and legal implications for the portfolio manager


2 février 2021
Frédérique Bensahel


Rappel de l’ancien régime de distribution et de l’ancien statut de distributeur, nouveaux concepts d’offre et de publicité portant sur les produits financiers sous l’égide de la LSFin et de la LPCC, discussion sur les types de produits pouvant désormais être offerts et proposés par le gestionnaire de fortune à son client, restrictions et limitations, statut d’investisseur qualifié, perspectives cross border et cas pratiques.

Helder Carvalho

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Helder Carvalho
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