22 February 2022

Article published by Mr Jean-Marc Reymond in BSL Banking in Switzerland and Luxembourg 2021-2022: “Wealth management, investment advice or a simple deposit account: what are the bank’s obligations to provide information?”

This question arises in particular when a stock exchange transaction, far from generating the expected capital gain, results in a loss. The aim is to determine whether the bank has respected its duties to inform, advise and warn and, if not, whether it can be held liable.

Mr Jean-Marc Reymond answers it and recalls the applicable legal principles.

BSL 2021 2022 EN Wealth management, investment advice or a simple deposit account what are the bank’s obligations to provide information

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