Information and Events

SAM supports members in the implementation and monitoring of regulatory provisions and legislation. It provides information and organizes events/trainings.

General

Webinars (Visible for Members only)

07.05.2025: Art and Wealth: Key Insights for Managing an Art Portfolio

02.02.2021: FBT Avocats - Offering of financial products

FinSA-FinIA

Webinars (Visible for Members only)

06.12.2022: BDO - Implementation of the regulations and policies submitted during the authorization process

04.11.2022: SAM and Lenz Staehelin - FINMA Portfolio Manager License, What's next ?

10.02.2022: PwC - Own funds and Guidelines - Presentation of the Model Business Plan and Own funds calculator

10.02.2022: VSV - Own funds and Guidelines - Selbstregulierung in der Vermögensverwaltung

12.11.2021: BDO - FINMA licence: authorisation requirements

11.05.2021: PwC - Procedure of authorization with the FINMA

25.06.2024: Progetto Circolare FINMA sugli Obblighi di comportamento ai sensi della LSerFi

Breakfast Meetings (Visible for Members only)

29.10.2019: FBT Avocats - Fund Investment Managers, Application for FINMA’s licence under the FinIA and other key topics

26.09.2019: Schellenberg Wittmer - Ancillary Services of Asset Managers

Events

01.04.2021: Finma - Erste Erfahrungen (EN) 01.01.2021: Finma - Bewilligungsprüfung, Schwerpunkte (EN)

Documents Overview SAM (Visible for Members only)

Communication (Visible for Members only)

10.06.2025: FINMA Press Release - Resumption of US registered investment advisers' requests by the SEC.

AMLA

Communications

08.12.2022: Newsletter goAML - Special information bulletin goAML - Entry into force of the revised AMLA on 1.1.2023

Dokumente

Webinars (Visible for Active Members only)

Webinare zu Anbietern von Compliance-Tools (Visible for Active Members only)

Risks

Webinars (Visible for Active Members only)

Dokumente

labour law

Webinars (Visible for Active Members only)

Cross-Border

Webinars Links (Visible for Active Members only)

Management of collective assets

Summary documents (Visible for Active Members only)

Breakfast Meetings (Visible for Members only)

29.10.2019: FBT Avocats - Fund Investment Managers, Application for FINMA’s licence under the FinIA and other key topics

Taxation and FATCA

Nützliche ESTV-Weblinks (Visible for Active Members only)

08.08.2023: Erster Bericht zu kantonalen Massnahmen im Zusammenhang mit der Umsetzung der OECD-Mindeststeuer

Dossier - Ausgewählte Parlamentsgeschäfte im Steuerbreich auf Bundesebene

Dossier - Steuerinformationen

MWST (Visible for Active Members only)

16.06.2023: Mitteilung ESTV - Erhöhung der Steuersätze bei der MWST per 1. Januar 2024 und Deklarationsanleitung

Stempelabgaben und Verrechnungssteuer (Visible for Members only)

17.06.2024: Webinar VSV-Bär & Karrer: Update zur Umsatzabgabe

26.02.2024: Abrechnen der Verrechnungssteuer und der Stempelabgabe einfach gemacht

Funktionsweise - Stempelabgaben und Verrechnungssteuer - Schematische Tabellen (ESTV-Auszüge)

FATCA - Documents (Visible for Members only)

06.06.2024: FATCA Technical Documentation - Update

09.12.2019: FATCA Technical Documentation

04.12.2018: FATCA Technical Documentation

28.08.2018: FATCA Technical Documentation

Form W-8BEN-E

FATCA - Communication (Visible for Members only)

11.12.2020: FATCA: Responsible Officer Certification

AIA (Visible for Members only)

15.11.2017: Schreiben der Eidgenössischen Steuerverwaltung ESTV Registrierung Automatischer Informationsaustausch (AIA)

Webinars (Visible for Members only)

22.10.2025: SAM - Lenz&Staehelin - Swiss Advisers with U.S. Clients

04.04.2023: Webinar FBT Avocats - Tax advice given by the asset manager to his clients

20.12.2022: EFG - FATCA: CRS - Common Reporting Standard

23.11.2021: WTAX - foreign withholding tax recovery

23.11.2021: Offer WTAX - foreign withholding tax recovery

07.03.2018: altenburger legal + tax - NRA's Estate Taxation of U.S. Situs Assets

Data protection

Communications

Webinars (Visible for Active Members only)

27.04.2023: L&S - New Swiss data protection Act : Key insights

Artificial Intelligence

Übersichtsdokument | VSV: Künstliche Intelligenz – Mit Dokumentenzugang (Visible for Active Members only)

Übersichtsdokument | VSV: Künstliche Intelligenz – Jährliche Aktualisierung

Communications (Visible for Active Members only)

FAQ zur Künstlichen Intelligenz KI

Webinars (Visible for Active Members only)

Angebote (Visible for Active Members only)

wir verweisen Sie auf unsere Angebote unter Solutions

Agreement UK - CH

Webinare (Visible for Active Members only)

08.01.2026: Wegleitung FINMA (update)

16.12.2025: Berne Financial Services Agreement - Zugang zum britischen Markt für Schweizer Vermögensverwalter

Information and Events

Webinars (Visible for Members only)

Webinars (Visible for Members only)

Breakfast Meetings (Visible for Members only)

Events

Documents Overview SAM (Visible for Members only)

Communication (Visible for Members only)

Communications

Dokumente

Webinars (Visible for Active Members only)

Webinare zu Anbietern von Compliance-Tools (Visible for Active Members only)

Webinars (Visible for Active Members only)

Dokumente

Webinars (Visible for Active Members only)

Webinars Links (Visible for Active Members only)

Summary documents (Visible for Active Members only)

Breakfast Meetings (Visible for Members only)

Nützliche ESTV-Weblinks (Visible for Active Members only)

MWST (Visible for Active Members only)

Stempelabgaben und Verrechnungssteuer (Visible for Members only)

FATCA - Documents (Visible for Members only)

FATCA - Communication (Visible for Members only)

AIA (Visible for Members only)

Webinars (Visible for Members only)

Communications

Webinars (Visible for Active Members only)

Übersichts­dokument | VSV: Künstliche Intelligenz – Mit Dokumentenzugang (Visible for Active Members only)

Communications (Visible for Active Members only)

Webinars (Visible for Active Members only)

Angebote (Visible for Active Members only)

Webinare (Visible for Active Members only)

Übersichtsdokument | VSV: Künstliche Intelligenz – Mit Dokumentenzugang (Visible for Active Members only)