You are here:

Toolkit for Asset managers and Trustees

You are an asset manager or a trustee and you want to make your business ready for FIDLEG / FINIG? Make use of our Loyens & Loeff FIDLEG / FINIG Toolkits: Our regulatory experts support you with the implementation of FIDLEG / FINIG with a specific view to your business model at a fixed rate.

View all FIDLEG / FINIG toolkits

Our package for asset managers and trustees includes

  • Initial meeting with our experts
  • Review and analysis of compliance with licensing requirements
  • Review and amendment of articles of association (if necessary)
  • Draft of organizational regulations
  • Draft or update internal directives
  • Checklist on new investor protection rules
  • Use of our templates regarding client onboarding
  • Draft and file license application with FINMA


If you need any additional service or advice, please contact us in person. We are committed to provide tailored services at highest standards while ensuring full transparency and predictability of fees.

Also interesting

Base Erosion Profit Shifting (BEPS)

FIDLEG / FINIG: What’s new?

Are you affected by FIDLEG / FINIG? And if so, what can you do to be compliant? Read about the latest changes and the impact for your organization. read more
The new EU prospectus regulation

The prospectus obligation under the FinSA

FinSA is part of CH new financial market architecture. If enacted as drafted today, the FinSA will introduce new rules for the prospectus obligation. read more
How Switzerland implements BEPS and how it impacts Swiss private equity funds

New Fintech regulation – Banking license “light”

Swiss FinTech license for innovative companies under facilitated conditions: what can be expected? read more