ZURICH, June 28, 2022 /PRNewswire/ -- Today, PartnerVine
launched access to UBS' regulatory know-how on the Swiss Financial
Services Act ("FinSA"), Financial Institutions Act ("FinIA") and
revised Collective Investment Schemes Act ("revCISA"). The products
have been prepared by UBS to provide access to the elements of UBS'
regulatory knowledge.
The UBS knowledge collection consists of 630+ questions and
answers which have been developed for Swiss financial service
providers. With the Q&As as its core element, the know-how
collection includes decision trees, glossary, tables, graphics and
cross-references to related topics. With access to this
know-how, financial service providers in Switzerland can tap into UBS's knowledge on
Swiss regulations. This information is made available in English in
an intuitive and seamless way on the platform of PartnerVine.
Sample operational documents and client-facing forms are made
available in four languages (English, German, French and
Italian).
"UBS is offering access to practical Q&As on FinSA, FinIA
and revCISA that they have developed for Swiss financial service
providers," says Jordan Urstadt, CEO
of PartnerVine. "It is much easier and cost-effective especially
for smaller Swiss financial service providers to plug in to UBS's
knowledge than develop it themselves. Because it is the first time
that a large company has provided comprehensive access to their
legal know-how, it is a major milestone for legal operations
globally."
"PartnerVine's platform allows us to share our legal know-how on
regulatory matters with other Swiss financial service providers
helping them to navigate the complex regulatory environment," says
Barbara Koch-Lehmann, Group General
Counsel COO at UBS.
PartnerVine's platform offers either full access to the complete
package or topic-specific access to separate smaller bundles
focused on specific issues like Scope, Client Classification,
Information Duties & Communication and Documentation &
Delivery of Documents as well as selected subtopics such as e.g.
material or personal Scope. The types of forms in the packages
include, among others, client classification forms and the client
communications that UBS' Group General Counsel has developed to
comply with the requirements of the Swiss regulations. The guidance
and forms are delivered as pdfs "as is", i.e. as static
documents.
UBS Business Solutions AG is a subsidiary of the UBS group, the
largest Swiss bank.
About PartnerVine: PartnerVine is the marketplace
for legal products. PartnerVine's solutions help buyers do more
with software, and large companies and law firms scale their
software. PartnerVine has offices in Zurich and New
York.
For more information, go
to www.partnervine.com.
Jordan Urstadt
PartnerVine
+41 79 953 4196
jurstadt@partnervine.com
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