The impact of the Berne Financial Services Agreement - Access for Asset Management, Banking and Investment Services

The Berne Agreement confirms the existing mutual access arrangements for fund marketing and portfolio management delegation, while cementing the ability for banks to provide cross-border banking services (in contrast to the EU’s upcoming third country branch requirements). Explore the extended flexibility for Swiss firms in offering portfolio management and investment advice to professional clients and high net worth individuals. Learn about the Agreement's impact on cross-border activities and the additional flexibility for UK client advisers.