{"id":34423,"date":"2022-08-27T08:23:10","date_gmt":"2022-08-27T06:23:10","guid":{"rendered":"https:\/\/www.investglass.com\/?p=34423"},"modified":"2025-02-24T09:42:44","modified_gmt":"2025-02-24T08:42:44","slug":"%e0%a4%ab%e0%a4%bf%e0%a4%a8%e0%a5%8d%e0%a4%b8%e0%a4%be-%e0%a4%95%e0%a5%8b-%e0%a4%95%e0%a5%88%e0%a4%b8%e0%a5%87-%e0%a4%b2%e0%a4%be%e0%a4%97%e0%a5%82-%e0%a4%95%e0%a4%b0%e0%a5%87%e0%a4%82","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/hi\/how-to-implement-finsa\/","title":{"rendered":"FINSA \u0915\u094b \u0915\u0948\u0938\u0947 \u0932\u093e\u0917\u0942 \u0915\u0930\u0947\u0902?"},"content":{"rendered":"<p class=\"wp-block-paragraph\"><strong><em><span style=\"text-decoration: underline;\">\u092f\u0939 \u0915\u093e\u0928\u0942\u0928\u0940 \u0938\u0932\u093e\u0939 \u0928\u0939\u0940\u0902 \u0939\u0948: \u0915\u0943\u092a\u092f\u093e \u0905\u092a\u0928\u0947 \u0915\u093e\u0928\u0942\u0928\u0940 \u0938\u0932\u093e\u0939\u0915\u093e\u0930 \u0938\u0947 \u092a\u0930\u093e\u092e\u0930\u094d\u0936 \u0932\u0947\u0902\u0964.<\/span><\/em><\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">1 \u091c\u0928\u0935\u0930\u0940, 2018 \u0938\u0947 \u0938\u094d\u0935\u093f\u091f\u094d\u091c\u0930\u0932\u0948\u0902\u0921 \u092e\u0947\u0902 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0947\u0935\u093e \u0905\u0927\u093f\u0928\u093f\u092f\u092e (FinSA) \u0932\u093e\u0917\u0942 \u0939\u094b \u0917\u092f\u093e (\u0938\u0902\u0918\u0940\u092f \u092a\u0930\u093f\u0937\u0926 \u0928\u090f \u0935\u093f\u0935\u0930\u0923\u094b\u0902 \u0915\u094b \u0935\u093f\u0928\u093f\u092f\u092e\u093f\u0924 \u0915\u0930\u0947\u0917\u0940)\u0964 \u092f\u0939 \u0928\u092f\u093e \u0905\u0927\u093f\u0928\u093f\u092f\u092e \u092a\u0941\u0930\u093e\u0928\u0947 \u092c\u0948\u0902\u0915\u093f\u0902\u0917 \u0905\u0927\u093f\u0928\u093f\u092f\u092e \u0915\u093e \u0938\u094d\u0925\u093e\u0928 \u0932\u0947\u0924\u093e \u0939\u0948 \u0914\u0930 \u0938\u094d\u0935\u093f\u091f\u094d\u091c\u0930\u0932\u0948\u0902\u0921 \u092e\u0947\u0902 \u0938\u092d\u0940 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0947\u0935\u093e \u092a\u094d\u0930\u0926\u093e\u0924\u093e\u0913\u0902 \u0915\u094b \u0935\u093f\u0928\u093f\u092f\u092e\u093f\u0924 \u0915\u0930\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">FinSA \u0915\u093e \u092e\u0941\u0916\u094d\u092f \u0909\u0926\u094d\u0926\u0947\u0936\u094d\u092f \u092f\u0939 \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0915\u0930\u0915\u0947 \u0909\u092a\u092d\u094b\u0915\u094d\u0924\u093e\u0913\u0902 \u0915\u0940 \u0938\u0941\u0930\u0915\u094d\u0937\u093e \u0915\u0930\u0928\u093e \u0939\u0948 \u0915\u093f \u0938\u094d\u0935\u093f\u091f\u094d\u091c\u0930\u0932\u0948\u0902\u0921 \u092e\u0947\u0902 \u0915\u0947\u0935\u0932 \u092f\u094b\u0917\u094d\u092f \u0914\u0930 \u092a\u094d\u0930\u0924\u093f\u0937\u094d\u0920\u093f\u0924 \u092a\u094d\u0930\u0926\u093e\u0924\u093e \u0939\u0940 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0947\u0935\u093e\u090f\u0902 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0947\u0902\u0964 \u0938\u094d\u0935\u093f\u091f\u094d\u091c\u0930\u0932\u0948\u0902\u0921 \u092e\u0947\u0902 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0947\u0935\u093e \u092a\u094d\u0930\u0926\u093e\u0924\u093e \u0915\u0947 \u0930\u0942\u092a \u092e\u0947\u0902 \u0915\u093e\u092e \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f, \u0905\u092c \u0906\u092a\u0915\u094b \u0938\u094d\u0935\u093f\u0938 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0928\u093f\u092f\u093e\u092e\u0915 FINMA \u0938\u0947 \u0932\u093e\u0907\u0938\u0947\u0902\u0938 \u092a\u094d\u0930\u093e\u092a\u094d\u0924 \u0915\u0930\u0928\u093e \u0939\u094b\u0917\u093e\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0915\u0947 \u0905\u0928\u0941\u0938\u093e\u0930\u00a0<a href=\"https:\/\/www.finma.ch\/en\/documentation\/legal-basis\/laws-and-ordinances\/finanzdienstleistungen\/?utm_source=chatgpt.com\">\u092b\u093f\u0928\u092e\u093e<\/a>, \u0932\u0917\u092d\u0917\u00a0<strong>2,000: 2,500<\/strong>\u00a0\u0938\u094d\u0935\u093f\u091f\u094d\u091c\u0930\u0932\u0948\u0902\u0921 \u092e\u0947\u0902 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0915\u0902\u092a\u0928\u093f\u092f\u093e\u0902 2020 \u092e\u0947\u0902 \u0932\u093e\u0917\u0942 \u0939\u0941\u090f FinSA \u0928\u093f\u092f\u092e\u094b\u0902 \u0938\u0947 \u092a\u094d\u0930\u092d\u093e\u0935\u093f\u0924 \u0939\u0941\u0908 \u0939\u0948\u0902\u0964 2022 \u0924\u0915, 1000 \u0938\u0947 \u0905\u0927\u093f\u0915 \u0915\u0902\u092a\u0928\u093f\u092f\u093e\u0902 \u0907\u0938\u0938\u0947 \u092a\u094d\u0930\u092d\u093e\u0935\u093f\u0924 \u0939\u0941\u0908 \u0939\u0948\u0902\u0964\u00a0<strong>1,500 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0932\u093e\u0939\u0915\u093e\u0930<\/strong>\u00a0\u0909\u0928\u094d\u0939\u094b\u0902\u0928\u0947 \u092a\u0902\u091c\u0940\u0915\u0930\u0923 \u0915\u0930\u093e \u0932\u093f\u092f\u093e \u0939\u0948\u00a0<strong>\u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0932\u093e\u0939\u0915\u093e\u0930 \u0930\u091c\u093f\u0938\u094d\u091f\u0930 (\u092c\u0947\u0930\u093e\u091f\u0930\u0930\u091c\u093f\u0938\u094d\u091f\u0930)<\/strong>\u00a0\u0928\u0908 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e\u0913\u0902 \u0915\u093e \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f\u0964 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0947\u0935\u093e \u092a\u094d\u0930\u0926\u093e\u0924\u093e \u091c\u094b \u0907\u0938\u0938\u0947 \u0905\u0927\u093f\u0915 \u092a\u0930\u093f\u0938\u0902\u092a\u0924\u094d\u0924\u093f\u092f\u094b\u0902 \u0915\u093e \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902\u0964\u00a0<strong>CHF 10 \u092e\u093f\u0932\u093f\u092f\u0928<\/strong>\u00a0(\u0932\u0917\u092d\u0917 11.2 \u092e\u093f\u0932\u093f\u092f\u0928 \u0905\u092e\u0947\u0930\u093f\u0915\u0940 \u0921\u0949\u0932\u0930) \u0915\u0947 \u0915\u093e\u0930\u094b\u092c\u093e\u0930 \u0915\u0947 \u0932\u093f\u090f FINMA \u0938\u0947 \u0932\u093e\u0907\u0938\u0947\u0902\u0938 \u092a\u094d\u0930\u093e\u092a\u094d\u0924 \u0915\u0930\u0928\u093e \u0905\u0928\u093f\u0935\u093e\u0930\u094d\u092f \u0939\u0948\u0964 FinSA \u0915\u0947 \u0928\u093f\u092f\u092e\u094b\u0902 \u0915\u093e \u092a\u093e\u0932\u0928 \u0928 \u0915\u0930\u0928\u0947 \u092a\u0930 \u0905\u0927\u093f\u0915\u0924\u092e \u091c\u0941\u0930\u094d\u092e\u093e\u0928\u093e \u0932\u0917 \u0938\u0915\u0924\u093e \u0939\u0948\u0964\u00a0<strong>CHF 500,000<\/strong>\u00a0(\u0932\u0917\u092d\u0917 560,000 \u0905\u092e\u0947\u0930\u093f\u0915\u0940 \u0921\u0949\u0932\u0930)\u0964 \u0907\u0938\u0915\u0947 \u0905\u0932\u093e\u0935\u093e, \u092f\u0939 \u0935\u093f\u0928\u093f\u092f\u092e\u0928 \u0928\u093f\u0935\u0947\u0936\u0915\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0938\u0941\u0930\u0915\u094d\u0937\u093e \u0915\u094b \u092c\u0922\u093c\u093e\u0924\u093e \u0939\u0948\u0964\u00a0<strong>45 \u0932\u093e\u0916 \u0916\u0941\u0926\u0930\u093e \u0928\u093f\u0935\u0947\u0936\u0915<\/strong>\u00a0\u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0909\u0924\u094d\u092a\u093e\u0926\u094b\u0902 \u0914\u0930 \u0938\u0947\u0935\u093e\u0913\u0902 \u092e\u0947\u0902 \u0905\u0927\u093f\u0915 \u092a\u093e\u0930\u0926\u0930\u094d\u0936\u093f\u0924\u093e \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0915\u0930\u0915\u0947 \u0938\u094d\u0935\u093f\u091f\u094d\u091c\u0930\u0932\u0948\u0902\u0921 \u092e\u0947\u0902\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0915\u0947\u0935\u0932 \u0935\u0939\u0940 \u092a\u094d\u0930\u0926\u093e\u0924\u093e \u091c\u094b \u0915\u0920\u094b\u0930 \u092f\u094b\u0917\u094d\u092f\u0924\u093e \u092e\u093e\u0928\u0926\u0902\u0921\u094b\u0902 \u0915\u094b \u092a\u0942\u0930\u093e \u0915\u0930\u0924\u0947 \u0939\u0948\u0902 \u0914\u0930 \u0938\u0916\u094d\u0924 \u0928\u093f\u092f\u092e\u094b\u0902 \u0914\u0930 \u0935\u093f\u0928\u093f\u092f\u092e\u094b\u0902 \u0915\u093e \u092a\u093e\u0932\u0928 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902, \u0909\u0928\u094d\u0939\u0947\u0902 FINMA \u0926\u094d\u0935\u093e\u0930\u093e \u0932\u093e\u0907\u0938\u0947\u0902\u0938 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u093f\u092f\u093e \u091c\u093e\u090f\u0917\u093e\u0964 \u0924\u094b \u0907\u0938\u0915\u093e \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0915\u094d\u092f\u093e \u0905\u0930\u094d\u0925 \u0939\u0948 \u0914\u0930 InvestGlass \u0915\u0948\u0938\u0947 \u0915\u093e\u092e \u0915\u0930\u0924\u093e \u0939\u0948? <a href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%ac%e0%a5%88%e0%a4%82%e0%a4%95-%e0%a4%9a%e0%a5%88%e0%a4%9f%e0%a4%9c%e0%a5%80%e0%a4%aa%e0%a5%80%e0%a4%9f%e0%a5%80-%e0%a4%94%e0%a4%b0-%e0%a4%b0%e0%a5%8b%e0%a4%ac%e0%a5%8b%e0%a4%9f%e0%a4%bf\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"1099\">\u0907\u0938 \u092c\u0948\u0902\u0915 \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e \u0915\u094b \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0915\u0930\u0947\u0902<\/a>?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/pe_gzj5uvz0-1024x576.jpg\" alt=\"\" class=\"wp-image-34427\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/pe_gzj5uvz0-1024x576.jpg 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/pe_gzj5uvz0-300x169.jpg 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/pe_gzj5uvz0-768x432.jpg 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/pe_gzj5uvz0-1536x864.jpg 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/pe_gzj5uvz0.jpg 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\u092b\u0930\u094d\u0938\u094d\u091f \u092b\u093f\u0928\u094d\u0938\u093e \u0915\u093e \u0909\u0926\u094d\u0926\u0947\u0936\u094d\u092f \u0935\u093f\u0936\u094d\u0935\u093e\u0938 \u092c\u0922\u093c\u093e\u0928\u093e \u0939\u0948\u2026 \u0917\u094d\u0930\u093e\u0939\u0915 \u0928\u093f\u0936\u094d\u091a\u093f\u0902\u0924 \u0930\u0939 \u0938\u0915\u0924\u0947 \u0939\u0948\u0902 \u0915\u093f \u0938\u094d\u0935\u093f\u091f\u094d\u091c\u0930\u0932\u0948\u0902\u0921 \u092e\u0947\u0902 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0947\u0935\u093e\u090f\u0902 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0915\u0947\u0935\u0932 \u0932\u093e\u0907\u0938\u0947\u0902\u0938 \u092a\u094d\u0930\u093e\u092a\u094d\u0924 \u092a\u094d\u0930\u0926\u093e\u0924\u093e \u0939\u0940 \u0905\u0927\u093f\u0915\u0943\u0924 \u0939\u0948\u0902\u0964 \u092b\u093f\u0928\u094d\u0938\u093e \u0938\u0947 \u0932\u093e\u0907\u0938\u0947\u0902\u0938 \u092a\u094d\u0930\u093e\u092a\u094d\u0924 \u0938\u092d\u0940 \u092a\u094d\u0930\u0926\u093e\u0924\u093e\u0913\u0902 \u0915\u0940 \u0928\u093f\u092f\u092e\u093f\u0924 \u0930\u0942\u092a \u0938\u0947 \u091c\u093e\u0902\u091a \u0915\u0940 \u091c\u093e\u0924\u0940 \u0939\u0948 \u0924\u093e\u0915\u093f \u092b\u093f\u0928\u094d\u0938\u093e \u0915\u0947 \u0928\u093f\u092f\u092e\u094b\u0902 \u0915\u093e \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0939\u094b \u0938\u0915\u0947\u0964 \u0932\u093e\u0907\u0938\u0947\u0902\u0938 \u092a\u094d\u0930\u093e\u092a\u094d\u0924 \u092a\u094d\u0930\u0926\u093e\u0924\u093e \u0915\u0947 \u0938\u093e\u0925 \u0932\u0947\u0928-\u0926\u0947\u0928 \u0915\u0930\u0924\u0947 \u0938\u092e\u092f \u0917\u094d\u0930\u093e\u0939\u0915 \u0906\u0936\u094d\u0935\u0938\u094d\u0924 \u0939\u094b \u0938\u0915\u0924\u0947 \u0939\u0948\u0902 \u0915\u093f \u0935\u0947 \u090f\u0915 \u092a\u094d\u0930\u0924\u093f\u0937\u094d\u0920\u093f\u0924 \u092a\u094d\u0930\u0926\u093e\u0924\u093e \u0915\u0947 \u0938\u093e\u0925 \u0915\u093e\u092e \u0915\u0930 \u0930\u0939\u0947 \u0939\u0948\u0902\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0947\u0935\u093e \u0905\u0927\u093f\u0928\u093f\u092f\u092e (FinSA) \u0938\u094d\u0935\u093f\u091f\u094d\u091c\u0930\u0932\u0948\u0902\u0921 \u092e\u0947\u0902 \u0938\u092d\u0940 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0947\u0935\u093e \u092a\u094d\u0930\u0926\u093e\u0924\u093e\u0913\u0902 \u092a\u0930 \u0932\u093e\u0917\u0942 \u0939\u094b\u0924\u093e \u0939\u0948\u0964 \u0907\u0938\u092e\u0947\u0902 \u092c\u0948\u0902\u0915, \u092c\u0940\u092e\u093e \u0915\u0902\u092a\u0928\u093f\u092f\u093e\u0902, \u092a\u0930\u093f\u0938\u0902\u092a\u0924\u094d\u0924\u093f \u092a\u094d\u0930\u092c\u0902\u0927\u0915 \u0914\u0930 \u0909\u092a\u092d\u094b\u0915\u094d\u0924\u093e\u0913\u0902 \u0915\u094b \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0947\u0935\u093e\u090f\u0902 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0928\u0947 \u0935\u093e\u0932\u0940 \u0915\u094b\u0908 \u092d\u0940 \u0905\u0928\u094d\u092f \u0915\u0902\u092a\u0928\u0940 \u0936\u093e\u092e\u093f\u0932 \u0939\u0948\u0964. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u092c\u0948\u0902\u0915 \u0905\u092a\u0928\u0940 FinSA \u0935\u0947\u092c\u0938\u093e\u0907\u091f \u092a\u0930 \u0938\u094d\u0935\u093f\u0938 \u0938\u0902\u0918\u0940\u092f \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0947\u0935\u093e \u0905\u0927\u093f\u0928\u093f\u092f\u092e (FinSA) \u0938\u0947 \u0909\u0924\u094d\u092a\u0928\u094d\u0928 \u0928\u0935\u0940\u0928\u0924\u092e \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e\u0913\u0902 \u0914\u0930 1 \u091c\u0928\u0935\u0930\u0940 2022 \u0938\u0947 \u0909\u0928\u094d\u0939\u0947\u0902 \u0935\u094d\u092f\u0935\u0939\u093e\u0930 \u092e\u0947\u0902 \u0932\u093e\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u092c\u0948\u0902\u0915\u094b\u0902 \u0926\u094d\u0935\u093e\u0930\u093e \u0909\u0920\u093e\u090f \u0917\u090f \u0909\u092a\u093e\u092f\u094b\u0902 \u0915\u0947 \u092c\u093e\u0930\u0947 \u092e\u0947\u0902 \u091c\u093e\u0928\u0915\u093e\u0930\u0940 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0907\u0938 \u0932\u0947\u0916 \u092e\u0947\u0902, \u0939\u092e FinSa \u0915\u0947 \u092a\u094d\u0930\u092e\u0941\u0916 \u092a\u0939\u0932\u0941\u0913\u0902 \u0915\u094b \u092a\u094d\u0930\u0938\u094d\u0924\u0941\u0924 \u0915\u0930\u0947\u0902\u0917\u0947 \u0914\u0930 \u092f\u0939 \u092c\u0924\u093e\u090f\u0902\u0917\u0947 \u0915\u093f InvestGlass CRM \u0914\u0930 PMS \u0909\u0928 \u091a\u0941\u0928\u094c\u0924\u093f\u092f\u094b\u0902 \u0915\u093e \u0938\u092e\u093e\u0927\u093e\u0928 \u0915\u0948\u0938\u0947 \u0915\u0930 \u0930\u0939\u0947 \u0939\u0948\u0902\u0964. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-financial-sercices-act-finsa-definitions\">\u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0947\u0935\u093e \u0905\u0927\u093f\u0928\u093f\u092f\u092e (FinSa): \u092a\u0930\u093f\u092d\u093e\u0937\u093e\u090f\u0901<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0947\u0935\u093e \u0905\u0927\u093f\u0928\u093f\u092f\u092e \u0915\u0947 \u0905\u0902\u0924\u0930\u094d\u0917\u0924, \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0947\u0935\u093e\u0913\u0902 \u0915\u093e \u0905\u0930\u094d\u0925 \u0928\u093f\u092e\u094d\u0928\u0932\u093f\u0916\u093f\u0924 \u0939\u0948:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u093e\u0927\u0928\u094b\u0902 \u0915\u093e \u0905\u0927\u093f\u0917\u094d\u0930\u0939\u0923 \u092f\u093e \u0928\u093f\u092a\u091f\u093e\u0928;<\/li>\n\n\n\n<li>\u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u093e\u0927\u0928\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0906\u0926\u0947\u0936\u094b\u0902 \u0915\u0940 \u092a\u094d\u0930\u093e\u092a\u094d\u0924\u093f \u0914\u0930 \u092a\u094d\u0930\u0947\u0937\u0923;<\/li>\n\n\n\n<li>\u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u093e\u0927\u0928\u094b\u0902 \u0914\u0930 \u0935\u093f\u0935\u0947\u0915\u093e\u0927\u0940\u0928 \u0938\u0947\u0935\u093e\u0913\u0902 \u0915\u093e \u092a\u094d\u0930\u0936\u093e\u0938\u0928 <a data-wpil-monitor-id=\"451\" href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%aa%e0%a5%8b%e0%a4%b0%e0%a5%8d%e0%a4%9f%e0%a4%ab%e0%a5%8b%e0%a4%b2%e0%a4%bf%e0%a4%af%e0%a5%8b-%e0%a4%aa%e0%a5%8d%e0%a4%b0%e0%a4%ac%e0%a4%82%e0%a4%a7%e0%a4%bf%e0%a4%a4-%e0%a4%95%e0%a4%b0%e0%a5%87\/\" target=\"_blank\" rel=\"noopener\">\u0936\u094d\u0930\u0947\u0923\u0940 \u092a\u094d\u0930\u092c\u0902\u0927\u0928<\/a> \u0907\u0938\u0947 \u0915\u0947\u0902\u0926\u094d\u0930\u0940\u0915\u0943\u0924 \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u092d\u0940 \u0915\u0939\u093e \u091c\u093e\u0924\u093e \u0939\u0948;<\/li>\n\n\n\n<li>\u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u093e\u0927\u0928\u094b\u0902 \u0915\u0947 \u0932\u0947\u0928\u0926\u0947\u0928 \u092a\u0930 \u0935\u094d\u092f\u0915\u094d\u0924\u093f\u0917\u0924 \u0938\u093f\u092b\u093e\u0930\u093f\u0936\u0947\u0902 \u091c\u093e\u0930\u0940 \u0915\u0930\u0928\u093e \u091c\u093f\u0938\u0947 \u0939\u092e \u0928\u093f\u0935\u0947\u0936 \u0938\u0932\u093e\u0939 \u0915\u0939\u0924\u0947 \u0939\u0948\u0902;<\/li>\n\n\n\n<li>\u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u093e\u0927\u0928 \u0932\u0947\u0928\u0926\u0947\u0928 \u0915\u0947 \u0935\u093f\u0924\u094d\u0924\u092a\u094b\u0937\u0923 \u0915\u0947 \u0932\u093f\u090f \u090b\u0923 \u0926\u0947\u0928\u093e \u092f\u093e \u0932\u094b\u092e\u094d\u092c\u093e\u0930\u094d\u0921 \u090b\u0923 \u0926\u0947\u0928\u093e\u0964.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u093e\u0927\u0928 \u090f\u0915 \u092a\u094d\u0930\u0924\u093f\u092d\u0942\u0924\u093f \u092f\u093e \u0905\u0928\u094d\u092f \u0938\u0902\u0935\u093f\u0926\u093e\u0924\u094d\u092e\u0915 \u0905\u0927\u093f\u0915\u093e\u0930 \u092f\u093e \u0926\u093e\u092f\u093f\u0924\u094d\u0935 \u0939\u0948 \u091c\u094b \u0927\u093e\u0930\u0915 \u0915\u094b \u090f\u0915 \u092f\u093e \u0905\u0927\u093f\u0915 \u0905\u0902\u0924\u0930\u094d\u0928\u093f\u0939\u093f\u0924 \u092a\u0930\u093f\u0938\u0902\u092a\u0924\u094d\u0924\u093f\u092f\u094b\u0902 \u092e\u0947\u0902 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0939\u093f\u0924 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u091f\u094d\u0930\u0947\u0921\u093f\u0902\u0917 \u0911\u0930\u094d\u0921\u0930 \u0915\u093e \u092a\u094d\u0930\u0947\u0937\u0923 \u0924\u092c \u0939\u094b\u0924\u093e \u0939\u0948 \u091c\u092c \u0906\u092a \u0915\u093f\u0938\u0940 \u0905\u0928\u094d\u092f \u0935\u094d\u092f\u0915\u094d\u0924\u093f \u0915\u0940 \u0913\u0930 \u0938\u0947 \u0915\u094b\u0908 \u092a\u094d\u0930\u0924\u093f\u092d\u0942\u0924\u093f \u0916\u0930\u0940\u0926\u0924\u0947 \u092f\u093e \u092c\u0947\u091a\u0924\u0947 \u0939\u0948\u0902\u0964 \u0907\u0938\u092e\u0947\u0902 \u0915\u093f\u0938\u0940 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0902\u0938\u094d\u0925\u093e\u0928 \u0915\u0947 \u092a\u093e\u0938 \u0915\u093f\u0938\u0940 \u0905\u0928\u094d\u092f \u0935\u094d\u092f\u0915\u094d\u0924\u093f \u0915\u0940 \u0913\u0930 \u0938\u0947 \u092a\u094d\u0930\u0924\u093f\u092d\u0942\u0924\u093f \u0916\u0930\u0940\u0926\u0928\u0947 \u092f\u093e \u092c\u0947\u091a\u0928\u0947 \u0915\u093e \u0911\u0930\u094d\u0921\u0930 \u0926\u0947\u0928\u093e \u0936\u093e\u092e\u093f\u0932 \u0939\u0948\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0935\u094d\u092f\u0915\u094d\u0924\u093f\u0917\u0924 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0932\u093e\u0939 \u090f\u0915 \u0928\u093f\u0935\u0947\u0936 \u0938\u0902\u092c\u0902\u0927\u0940 \u0938\u0932\u093e\u0939 \u0939\u0948 \u091c\u094b \u0915\u093f\u0938\u0940 \u0935\u094d\u092f\u0915\u094d\u0924\u093f \u0935\u093f\u0936\u0947\u0937 \u0915\u094b \u0926\u0940 \u091c\u093e\u0924\u0940 \u0939\u0948\u0964 \u092f\u0939 \u092f\u093e\u0926 \u0930\u0916\u0928\u093e \u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 \u0939\u0948 \u0915\u093f \u0935\u094d\u092f\u0915\u094d\u0924\u093f\u0917\u0924 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0932\u093e\u0939 \u0915\u0947\u0935\u0932 \u092f\u094b\u0917\u094d\u092f \u0914\u0930 \u092a\u0902\u091c\u0940\u0915\u0943\u0924 \u0928\u093f\u0935\u0947\u0936 \u0938\u0932\u093e\u0939\u0915\u093e\u0930\u094b\u0902 \u0926\u094d\u0935\u093e\u0930\u093e \u0939\u0940 \u0926\u0940 \u091c\u093e\u0928\u0940 \u091a\u093e\u0939\u093f\u090f\u0964 \u092c\u093f\u0928\u093e \u0932\u093e\u0907\u0938\u0947\u0902\u0938 \u0935\u093e\u0932\u0947 \u092a\u094d\u0930\u0926\u093e\u0924\u093e\u0913\u0902 \u0915\u094b \u0935\u094d\u092f\u0915\u094d\u0924\u093f\u0917\u0924 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0932\u093e\u0939 \u0926\u0947\u0928\u0947 \u0915\u0940 \u0905\u0928\u0941\u092e\u0924\u093f \u0928\u0939\u0940\u0902 \u0939\u0948\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0932\u0949\u092e\u094d\u092c\u093e\u0930\u094d\u0921 \u0932\u094b\u0928 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u093e\u0927\u0928\u094b\u0902 \u0915\u0947 \u0932\u0947\u0928-\u0926\u0947\u0928 \u0915\u0947 \u0935\u093f\u0924\u094d\u0924\u092a\u094b\u0937\u0923 \u0915\u0947 \u0932\u093f\u090f \u0926\u093f\u090f \u091c\u093e\u0928\u0947 \u0935\u093e\u0932\u0947 \u090b\u0923 \u0939\u094b\u0924\u0947 \u0939\u0948\u0902\u0964 \u092f\u0947 \u090b\u0923 \u0906\u092e\u0924\u094c\u0930 \u092a\u0930 \u0905\u091a\u094d\u091b\u0947 \u0915\u094d\u0930\u0947\u0921\u093f\u091f \u0907\u0924\u093f\u0939\u093e\u0938 \u0935\u093e\u0932\u0947 \u0935\u094d\u092f\u0915\u094d\u0924\u093f\u092f\u094b\u0902 \u092f\u093e \u0935\u094d\u092f\u0935\u0938\u093e\u092f\u094b\u0902 \u0915\u094b \u0926\u093f\u090f \u091c\u093e\u0924\u0947 \u0939\u0948\u0902\u0964 \u0932\u0949\u092e\u094d\u092c\u093e\u0930\u094d\u0921 \u0932\u094b\u0928 \u090f\u0915 \u092a\u094d\u0930\u0915\u093e\u0930 \u0915\u093e \u0905\u0932\u094d\u092a\u0915\u093e\u0932\u093f\u0915 \u090b\u0923 \u0939\u0948, \u0914\u0930 \u0907\u0938\u0915\u0940 \u092c\u094d\u092f\u093e\u091c \u0926\u0930 \u0906\u092e\u0924\u094c\u0930 \u092a\u0930 \u0905\u0928\u094d\u092f \u092a\u094d\u0930\u0915\u093e\u0930 \u0915\u0947 \u090b\u0923\u094b\u0902 \u0915\u0940 \u0924\u0941\u0932\u0928\u093e \u092e\u0947\u0902 \u0905\u0927\u093f\u0915 \u0939\u094b\u0924\u0940 \u0939\u0948\u0964.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/ohs6jmpuunm-1024x576.jpg\" alt=\"\u092d\u0942\u0930\u0947 \u0930\u0902\u0917 \u0915\u0940 \u0932\u0915\u0921\u093c\u0940 \u0915\u0940 \u0938\u0924\u0939 \u092a\u0930 \u0906\u0935\u093e\u0938 \u090b\u0923 \u092c\u094d\u0932\u0949\u0915\" class=\"wp-image-34428\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/ohs6jmpuunm-1024x576.jpg 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/ohs6jmpuunm-300x169.jpg 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/ohs6jmpuunm-768x432.jpg 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/ohs6jmpuunm-1536x864.jpg 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/ohs6jmpuunm.jpg 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-and-financial-instruments-financial-services-are-regulated-with-finsa\">\u0914\u0930 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0909\u092a\u0915\u0930\u0923, \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0947\u0935\u093e\u090f\u0902 FinSA \u0926\u094d\u0935\u093e\u0930\u093e \u0935\u093f\u0928\u093f\u092f\u092e\u093f\u0924 \u0939\u0948\u0902:<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u0907\u0915\u094d\u0935\u093f\u091f\u0940 \u092a\u094d\u0930\u0924\u093f\u092d\u0942\u0924\u093f\u092f\u093e\u0901 (\u0936\u0947\u092f\u0930, \u0936\u0947\u092f\u0930\u094b\u0902 \u0915\u0947 \u0938\u092e\u0924\u0941\u0932\u094d\u092f \u092a\u094d\u0930\u0924\u093f\u092d\u0942\u0924\u093f\u092f\u093e\u0901 \u091c\u0948\u0938\u0947 \u0915\u093f \u092d\u093e\u0917\u0940\u0926\u093e\u0930\u0940 \u092a\u094d\u0930\u092e\u093e\u0923 \u092a\u0924\u094d\u0930 \u091c\u094b \u0927\u093e\u0930\u0915 \u0915\u094b \u0932\u093e\u092d\u093e\u0902\u0936 \u0905\u0927\u093f\u0915\u093e\u0930 \u0914\u0930\/\u092f\u093e \u092e\u0924\u0926\u093e\u0928 \u0905\u0927\u093f\u0915\u093e\u0930 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902, \u092f\u093e \u0907\u0915\u094d\u0935\u093f\u091f\u0940 \u092a\u094d\u0930\u0924\u093f\u092d\u0942\u0924\u093f\u092f\u094b\u0902 \u092e\u0947\u0902 \u092a\u0930\u093f\u0935\u0930\u094d\u0924\u0928\u0940\u092f \u092a\u094d\u0930\u0924\u093f\u092d\u0942\u0924\u093f\u092f\u093e\u0901);<\/li>\n\n\n\n<li>\u090b\u0923 \u0938\u093e\u0927\u0928: \u0935\u0947 \u092a\u094d\u0930\u0924\u093f\u092d\u0942\u0924\u093f\u092f\u093e\u0902 \u091c\u093f\u0928\u094d\u0939\u0947\u0902 \u0907\u0915\u094d\u0935\u093f\u091f\u0940 \u092a\u094d\u0930\u0924\u093f\u092d\u0942\u0924\u093f\u092f\u094b\u0902 \u0915\u0947 \u0930\u0942\u092a \u092e\u0947\u0902 \u0935\u0930\u094d\u0917\u0940\u0915\u0943\u0924 \u0928\u0939\u0940\u0902 \u0915\u093f\u092f\u093e \u091c\u093e\u0924\u093e \u0939\u0948;<\/li>\n\n\n\n<li>\u0938\u093e\u092e\u0942\u0939\u093f\u0915 \u0928\u093f\u0935\u0947\u0936 \u092f\u094b\u091c\u0928\u093e\u0913\u0902 \u092e\u0947\u0902 \u0907\u0915\u093e\u0907\u092f\u093e\u0901;<\/li>\n\n\n\n<li>\u0938\u0902\u0930\u091a\u093f\u0924 \u0909\u0924\u094d\u092a\u093e\u0926;<\/li>\n\n\n\n<li>\u0935\u094d\u092f\u0941\u0924\u094d\u092a\u0928\u094d\u0928;<\/li>\n\n\n\n<li>\u0928\u093f\u091c\u0940 \u0928\u093f\u0935\u0947\u0936 \u0938\u0902\u0930\u091a\u0928\u093e\u090f\u0902;<\/li>\n\n\n\n<li>\u0935\u0947 \u091c\u092e\u093e \u0930\u093e\u0936\u093f\u092f\u093e\u0901 \u091c\u093f\u0928\u0915\u093e \u092e\u094b\u091a\u0928 \u092e\u0942\u0932\u094d\u092f \u092f\u093e \u092c\u094d\u092f\u093e\u091c \u0926\u0930 \u091c\u094b\u0916\u093f\u092e \u092f\u093e \u092e\u0942\u0932\u094d\u092f \u092a\u0930 \u0928\u093f\u0930\u094d\u092d\u0930 \u0915\u0930\u0924\u0940 \u0939\u0948, \u0909\u0928\u092e\u0947\u0902 \u092c\u094d\u092f\u093e\u091c \u0926\u0930 \u0938\u0942\u091a\u0915\u093e\u0902\u0915 \u0938\u0947 \u091c\u0941\u0921\u093c\u0940 \u092c\u094d\u092f\u093e\u091c \u0926\u0930 \u0935\u093e\u0932\u0940 \u091c\u092e\u093e \u0930\u093e\u0936\u093f\u092f\u093e\u0901 \u0936\u093e\u092e\u093f\u0932 \u0928\u0939\u0940\u0902 \u0939\u0948\u0902;<\/li>\n\n\n\n<li>\u092c\u093e\u0902\u0921: \u090f\u0915 \u0938\u092e\u0917\u094d\u0930 \u090b\u0923 \u092e\u0947\u0902 \u0907\u0915\u093e\u0907\u092f\u093e\u0901 \u091c\u094b \u0938\u092e\u093e\u0928 \u0936\u0930\u094d\u0924\u094b\u0902 \u0915\u0947 \u0905\u0927\u0940\u0928 \u0939\u094b\u0924\u0940 \u0939\u0948\u0902\u0964.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-the-financial-service-provider-will-inform-their-customers\">\u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0947\u0935\u093e \u092a\u094d\u0930\u0926\u093e\u0924\u093e \u0905\u092a\u0928\u0947 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u094b \u0915\u0948\u0938\u0947 \u0938\u0942\u091a\u093f\u0924 \u0915\u0930\u0947\u0902\u0917\u0947?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u0938\u094d\u0935\u093f\u0938 \u0938\u0902\u0918\u0940\u092f \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0947\u0935\u093e \u0905\u0927\u093f\u0928\u093f\u092f\u092e \u092e\u0947\u0902 \u0928\u093f\u0930\u094d\u0927\u093e\u0930\u093f\u0924 \u0905\u0927\u093f\u0915\u093e\u0902\u0936 \u0926\u093e\u092f\u093f\u0924\u094d\u0935 \u0938\u0902\u0938\u094d\u0925\u093e\u0917\u0924 \u0917\u094d\u0930\u093e\u0939\u0915 \u0935\u0930\u094d\u0917 \u092a\u0930 \u0932\u093e\u0917\u0942 \u0928\u0939\u0940\u0902 \u0939\u094b\u0924\u0947 \u0939\u0948\u0902\u0964 \u092a\u0947\u0936\u0947\u0935\u0930 \u0905\u0928\u0941\u092d\u0935 \u0914\u0930 \u092a\u0902\u091c\u0940\u0915\u0930\u0923 \u0928\u093f\u0915\u093e\u092f \u0915\u0947 \u0905\u0902\u0924\u0930\u094d\u0917\u0924 \u0935\u093f\u0928\u093f\u092f\u092e\u093f\u0924 \u0935\u094d\u092f\u0935\u0938\u093e\u092f \u092c\u0948\u0902\u0915 \u0915\u094b \u0938\u0941\u0930\u0915\u094d\u0937\u093e \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0916\u0941\u0926\u0930\u093e \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0941\u0930\u0915\u094d\u0937\u093e \u0938\u092c\u0938\u0947 \u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 \u0939\u0948\u0964 \u0935\u093f\u0935\u0947\u0915\u092a\u0942\u0930\u094d\u0923 \u0928\u093f\u0917\u0930\u093e\u0928\u0940 \u0915\u094b \u092c\u0948\u0902\u0915 \u0926\u094d\u0935\u093e\u0930\u093e \u092a\u094d\u0930\u0915\u093e\u0936\u093f\u0924 \u0914\u0930 \u0916\u0941\u0926\u0930\u093e \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u094b \u092d\u0947\u091c\u0947 \u0917\u090f \u0926\u0938\u094d\u0924\u093e\u0935\u0947\u091c\u094b\u0902 \u092e\u0947\u0902 \u0936\u093e\u092e\u093f\u0932 \u0915\u093f\u092f\u093e \u0917\u092f\u093e \u0939\u0948\u0964 \u0938\u0932\u093e\u0939\u0915\u093e\u0930, \u092c\u0948\u0902\u0915\u0930 \u0914\u0930 \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0905\u0927\u093f\u0915\u093e\u0930\u0940 \u092d\u0940 \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0941\u0930\u0915\u094d\u0937\u093e \u092e\u093e\u0928\u0915\u094b\u0902 \u0915\u0947 \u0905\u0928\u0941\u0930\u0942\u092a \u0928 \u0939\u094b\u0928\u0947 \u0935\u093e\u0932\u0947 \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u0915\u0940 \u0938\u092e\u0940\u0915\u094d\u0937\u093e \u0915\u0947 \u0932\u093f\u090f \u0938\u092d\u0940 \u092a\u094d\u0930\u093e\u0938\u0902\u0917\u093f\u0915 \u091c\u093e\u0928\u0915\u093e\u0930\u0940 \u0935\u093e\u0932\u0947 \u0921\u0948\u0936\u092c\u094b\u0930\u094d\u0921 \u0915\u093e \u0909\u092a\u092f\u094b\u0917 \u0915\u0930 \u0938\u0915\u0947\u0902\u0917\u0947\u0964 \u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938 \u0907\u0928 \u0926\u0938\u094d\u0924\u093e\u0935\u0947\u091c\u094b\u0902 \u0914\u0930 \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u091a\u0947\u0924\u093e\u0935\u0928\u093f\u092f\u094b\u0902 \u0915\u094b \u0924\u0948\u092f\u093e\u0930 \u0915\u0930\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"768\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/06\/investglass-riskindicator.jpeg\" alt=\"\" class=\"wp-image-32690\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/06\/investglass-riskindicator.jpeg 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/06\/investglass-riskindicator-300x225.jpeg 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/06\/investglass-riskindicator-768x576.jpeg 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938 \u091c\u094b\u0916\u093f\u092e \u092a\u0939\u091a\u093e\u0928<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-general-information-and-financial-institutions-acts-should-be-disclosed\">\u0938\u093e\u092e\u093e\u0928\u094d\u092f \u091c\u093e\u0928\u0915\u093e\u0930\u0940 \u0914\u0930 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0902\u0938\u094d\u0925\u093e\u0928\u094b\u0902 \u0915\u0947 \u0915\u093e\u0930\u094d\u092f\u094b\u0902 \u0915\u093e \u0916\u0941\u0932\u093e\u0938\u093e \u0915\u093f\u092f\u093e \u091c\u093e\u0928\u093e \u091a\u093e\u0939\u093f\u090f\u0964<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u092c\u0948\u0902\u0915\u094b\u0902 \u0914\u0930 \u092c\u094d\u0930\u094b\u0915\u0930\u094b\u0902 \u0915\u094b \u092f\u0939 \u0930\u093f\u0915\u0949\u0930\u094d\u0921 \u0915\u0930\u0928\u093e \u0914\u0930 \u0926\u093f\u0916\u093e\u0928\u093e \u0939\u094b\u0917\u093e \u0915\u093f \u0938\u094d\u0935\u093f\u0938 \u0938\u0930\u0915\u093e\u0930 \u0926\u094d\u0935\u093e\u0930\u093e \u0909\u0928\u0915\u0940 \u0928\u093f\u0917\u0930\u093e\u0928\u0940 \u0915\u093f\u0938 \u092a\u094d\u0930\u0915\u093e\u0930 \u0915\u0940 \u091c\u093e \u0930\u0939\u0940 \u0939\u0948\u0964 <a href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%b5%e0%a4%bf%e0%a4%a4%e0%a5%8d%e0%a4%a4%e0%a5%80%e0%a4%af-%e0%a4%b8%e0%a5%87%e0%a4%b5%e0%a4%be%e0%a4%93%e0%a4%82-%e0%a4%95%e0%a5%87-%e0%a4%b5%e0%a4%bf%e0%a4%aa%e0%a4%a3%e0%a4%a8-%e0%a4%95\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"452\">\u0935\u093f\u0924\u094d\u0924\u0940\u092f \u092c\u093e\u091c\u093e\u0930<\/a> \u092a\u0930\u094d\u092f\u0935\u0947\u0915\u094d\u0937\u0940 \u092a\u094d\u0930\u093e\u0927\u093f\u0915\u0930\u0923 \u201cFINMA\u201d\u0964 \u0905\u0927\u093f\u0915 \u091c\u093e\u0928\u0915\u093e\u0930\u0940 Laupenstrasse 27, CH-3003 Berne, Switzerland \u092a\u0930 \u092f\u093e \u0909\u0928\u0915\u0940 \u0935\u0947\u092c\u0938\u093e\u0907\u091f www.finma.ch \u092a\u0930 \u092a\u094d\u0930\u093e\u092a\u094d\u0924 \u0915\u0940 \u091c\u093e \u0938\u0915\u0924\u0940 \u0939\u0948\u0964.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-financial-services-under-the-swiss-financial-services-act-finsa\">\u0938\u094d\u0935\u093f\u0938 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0947\u0935\u093e \u0905\u0927\u093f\u0928\u093f\u092f\u092e (FinSA) \u0915\u0947 \u0905\u0902\u0924\u0930\u094d\u0917\u0924 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0947\u0935\u093e\u090f\u0902<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0902\u0938\u094d\u0925\u093e\u0928\u094b\u0902 \u0915\u094b \u0916\u0941\u0926\u0930\u093e \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902, \u0928\u093f\u091c\u0940 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902, \u0938\u0902\u0938\u094d\u0925\u093e\u0917\u0924 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902, \u092a\u0947\u0936\u0947\u0935\u0930 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0914\u0930 \u0935\u093f\u0926\u0947\u0936\u0940 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u094b \u0926\u0940 \u091c\u093e\u0928\u0947 \u0935\u093e\u0932\u0940 \u0938\u0947\u0935\u093e\u0913\u0902 \u0915\u094b \u0935\u093f\u0937\u092f\u0935\u0938\u094d\u0924\u0941 \u0915\u0947 \u0905\u0928\u0941\u0930\u0942\u092a \u092a\u094d\u0930\u0938\u094d\u0924\u0941\u0924 \u0915\u0930\u0928\u093e \u091a\u093e\u0939\u093f\u090f\u0964 \u0909\u0926\u093e\u0939\u0930\u0923 \u0915\u0947 \u0932\u093f\u090f:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u0935\u093f\u0935\u0947\u0915\u093e\u0927\u0940\u0928 \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u091c\u0928\u093e\u0926\u0947\u0936: \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u0940 \u0938\u0902\u092a\u0924\u094d\u0924\u093f\u092f\u094b\u0902 \u0915\u093e \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u090f\u0915 \u092e\u0949\u0921\u0932 \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u091f\u0942\u0932 \u0915\u0947 \u092e\u093e\u0927\u094d\u092f\u092e \u0938\u0947 \u0915\u093f\u092f\u093e \u091c\u093e\u090f\u0917\u093e\u0964 \u0928\u093f\u0935\u0947\u0936 \u0914\u0930 \u092a\u0941\u0928\u0930\u094d\u0938\u0902\u0924\u0941\u0932\u0928 \u0915\u093e \u0915\u093e\u0930\u094d\u092f\u0915\u094d\u0930\u092e \u092e\u093e\u0928\u0915\u0940\u0915\u0943\u0924 \u0939\u0948\u0964.<\/li>\n\n\n\n<li>\u0938\u0902\u092a\u0942\u0930\u094d\u0923 \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u0915\u0947 \u0932\u093f\u090f \u0938\u0932\u093e\u0939\u0915\u093e\u0930\u0940 \u0928\u093f\u0935\u0947\u0936 \u0906\u0926\u0947\u0936 \u0924\u092c \u0939\u094b\u0924\u0947 \u0939\u0948\u0902 \u091c\u092c \u0915\u094b\u0908 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0902\u0938\u094d\u0925\u093e\u0928 \u0915\u093f\u0938\u0940 \u0917\u094d\u0930\u093e\u0939\u0915 \u0915\u0947 \u0932\u093f\u090f \u0938\u092d\u0940 \u0928\u093f\u0935\u0947\u0936 \u0928\u093f\u0930\u094d\u0923\u092f \u0932\u0947\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0938\u0939\u092e\u0924 \u0939\u094b\u0924\u093e \u0939\u0948\u0964 \u0907\u0938\u092e\u0947\u0902 \u092f\u0939 \u0924\u092f \u0915\u0930\u0928\u093e \u0936\u093e\u092e\u093f\u0932 \u0939\u0948 \u0915\u093f \u0915\u094c\u0928 \u0938\u0940 \u092a\u094d\u0930\u0924\u093f\u092d\u0942\u0924\u093f\u092f\u093e\u0902 \u0916\u0930\u0940\u0926\u0928\u0940 \u092f\u093e \u092c\u0947\u091a\u0928\u0940 \u0939\u0948\u0902 \u0914\u0930 \u092f\u0947 \u0928\u093f\u0930\u094d\u0923\u092f \u0915\u092c \u0932\u0947\u0928\u0947 \u0939\u0948\u0902\u0964 \u0938\u0932\u093e\u0939\u0915\u093e\u0930\u0940 \u0932\u0947\u0928\u0926\u0947\u0928 \u0906\u0926\u0947\u0936 \u0924\u092c \u0939\u094b\u0924\u0947 \u0939\u0948\u0902 \u091c\u092c \u0915\u094b\u0908 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0902\u0938\u094d\u0925\u093e\u0928 \u0915\u093f\u0938\u0940 \u0917\u094d\u0930\u093e\u0939\u0915 \u0915\u0947 \u0932\u093f\u090f \u0935\u093f\u0936\u093f\u0937\u094d\u091f \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u093e\u0927\u0928 \u0932\u0947\u0928\u0926\u0947\u0928 \u092a\u0930 \u0938\u093f\u092b\u093e\u0930\u093f\u0936\u0947\u0902 \u0926\u0947\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0938\u0939\u092e\u0924 \u0939\u094b\u0924\u093e \u0939\u0948\u0964 \u092f\u0939\u093e\u0902 \u0938\u0932\u093e\u0939\u0915\u093e\u0930\u0940 \u0935\u093f\u092d\u093e\u0917 \u0909\u092a\u092f\u0941\u0915\u094d\u0924\u0924\u093e \u0914\u0930 \u0909\u091a\u093f\u0924 \u0905\u0938\u0902\u0917\u0924\u0924\u093e\u0913\u0902 \u0915\u093e \u092a\u0924\u093e \u0932\u0917\u093e\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f FINSA \u0935\u0930\u094d\u0917\u0940\u0915\u0930\u0923 \u0915\u0947 \u0938\u093e\u0925 CRM \u092b\u093c\u0940\u0932\u094d\u0921 \u0938\u0947 \u0938\u0940\u0927\u0947 \u091c\u093e\u0928\u0915\u093e\u0930\u0940 \u090f\u0915\u0924\u094d\u0930 \u0915\u0930 \u0938\u0915\u0924\u093e \u0939\u0948\u0964 \u092f\u0926\u093f \u0917\u094d\u0930\u093e\u0939\u0915 \u0907\u0938\u0947 \u0938\u094d\u0935\u0940\u0915\u093e\u0930 \u0915\u0930\u0924\u093e \u0939\u0948, \u0924\u094b \u0938\u0932\u093e\u0939\u0915\u093e\u0930 \u0915\u0941\u091b \u0905\u092a\u0935\u093e\u0926 \u0932\u093e\u0917\u0942 \u0915\u0930 \u0938\u0915\u0924\u093e \u0939\u0948 \u091c\u093f\u0938\u0947 \u0939\u092e \u0913\u0935\u0930\u0930\u093e\u0907\u0921 \u0915\u0939\u0924\u0947 \u0939\u0948\u0902\u0964 \u0907\u0928 \u0913\u0935\u0930\u0930\u093e\u0907\u0921 \u0915\u094b \u090f\u0915\u0924\u094d\u0930 \u0915\u093f\u092f\u093e \u091c\u093e\u0924\u093e \u0939\u0948 \u0914\u0930 \u0938\u0902\u092a\u0930\u094d\u0915 \u0930\u093f\u092a\u094b\u0930\u094d\u091f \u092e\u0947\u0902 \u0926\u0930\u094d\u091c \u0915\u093f\u092f\u093e \u091c\u093e\u0924\u093e \u0939\u0948\u0964.<\/li>\n\n\n\n<li>\u0935\u0947 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0902\u0938\u094d\u0925\u093e\u0928 \u091c\u094b \u0935\u094d\u092f\u0915\u094d\u0924\u093f\u0917\u0924 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0932\u093e\u0939 \u0915\u0947 \u0905\u0932\u093e\u0935\u093e \u0905\u0928\u094d\u092f \u0938\u0947\u0935\u093e\u090f\u0902 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u0947 \u0939\u0948\u0902, \u091c\u0948\u0938\u0947 \u0915\u093f \u092a\u094d\u0930\u0924\u093f\u092d\u0942\u0924\u093f\u092f\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0911\u0930\u094d\u0921\u0930 \u092a\u094d\u0930\u093e\u092a\u094d\u0924 \u0915\u0930\u0928\u093e \u0914\u0930 \u092d\u0947\u091c\u0928\u093e, \u0909\u0928\u094d\u0939\u0947\u0902 \u092f\u0939 \u091c\u093e\u0928\u0915\u093e\u0930\u0940 \u0905\u092a\u0928\u0947 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u094b \u0926\u0947\u0928\u0940 \u0905\u0928\u093f\u0935\u093e\u0930\u094d\u092f \u0939\u0948\u0964 \u092f\u0939 \u092c\u094d\u0930\u094b\u0936\u0930 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0947\u0935\u093e \u0905\u0927\u093f\u0928\u093f\u092f\u092e (FinSA) \u0915\u093e \u0938\u0902\u0915\u094d\u0937\u093f\u092a\u094d\u0924 \u0935\u093f\u0935\u0930\u0923 \u0914\u0930 \u092f\u0939 \u092c\u0924\u093e\u0924\u093e \u0939\u0948 \u0915\u093f \u092c\u0948\u0902\u0915 \u0928\u090f \u0928\u093f\u092f\u092e\u094b\u0902 \u0915\u093e \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0915\u0948\u0938\u0947 \u0915\u0930\u0947\u0917\u093e\u0964.<\/li>\n\n\n\n<li>\u0932\u0949\u092e\u094d\u092c\u093e\u0930\u094d\u0921 \u0932\u094b\u0928 \u090f\u0915 \u092a\u094d\u0930\u0915\u093e\u0930 \u0915\u093e \u0905\u0932\u094d\u092a\u0915\u093e\u0932\u093f\u0915 \u090b\u0923 \u0939\u0948, \u0914\u0930 \u0907\u0938\u0915\u0940 \u092c\u094d\u092f\u093e\u091c \u0926\u0930 \u0906\u092e\u0924\u094c\u0930 \u092a\u0930 \u0905\u0928\u094d\u092f \u092a\u094d\u0930\u0915\u093e\u0930 \u0915\u0947 \u090b\u0923\u094b\u0902 \u0915\u0940 \u0924\u0941\u0932\u0928\u093e \u092e\u0947\u0902 \u0905\u0927\u093f\u0915 \u0939\u094b\u0924\u0940 \u0939\u0948\u0964.<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"421\" height=\"207\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/appro_12ud7hs.png\" alt=\"\" class=\"wp-image-34431\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/appro_12ud7hs.png 421w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/appro_12ud7hs-300x148.png 300w\" sizes=\"(max-width: 421px) 100vw, 421px\" \/><figcaption class=\"wp-element-caption\">\u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938 \u0909\u092a\u092f\u0941\u0915\u094d\u0924\u0924\u093e \u092a\u0939\u091a\u093e\u0928<\/figcaption><\/figure>\n<\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"h-who-is-the-mediation-body-of-the-financial-services-act\">\u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0947\u0935\u093e \u0905\u0927\u093f\u0928\u093f\u092f\u092e \u0915\u0947 \u0905\u0902\u0924\u0930\u094d\u0917\u0924 \u092e\u0927\u094d\u092f\u0938\u094d\u0925\u0924\u093e \u0928\u093f\u0915\u093e\u092f \u0915\u094c\u0928 \u0939\u0948?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u0928\u093f\u0935\u0947\u0936\u0915 \u0938\u094d\u0935\u093f\u0938 \u092c\u0948\u0902\u0915\u093f\u0902\u0917 \u0932\u094b\u0915\u092a\u093e\u0932 \u0938\u0947 \u0938\u0902\u092a\u0930\u094d\u0915 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0938\u094d\u0935\u0924\u0902\u0924\u094d\u0930 \u0939\u0948\u0902\u0964 \u092f\u0939 \u092e\u0927\u094d\u092f\u0938\u094d\u0925\u0924\u093e \u0928\u093f\u0915\u093e\u092f, \u091c\u093f\u0938\u0938\u0947 \u092c\u0948\u0902\u0915 \u0938\u0902\u092c\u0926\u094d\u0927 \u0939\u0948\u0902, \u0915\u093e \u0915\u093e\u0930\u094d\u092f\u093e\u0932\u092f Bahnhofplatz 9, PO Box, CH-8021 Zurich \u092e\u0947\u0902 \u0938\u094d\u0925\u093f\u0924 \u0939\u0948\u0964 \u092e\u0927\u094d\u092f\u0938\u094d\u0925\u0924\u093e \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e \u0914\u0930 \u0938\u092d\u0940 \u0906\u0935\u0936\u094d\u092f\u0915 \u091c\u093e\u0928\u0915\u093e\u0930\u0940 www.bankingombudsman.ch \u0935\u0947\u092c\u0938\u093e\u0907\u091f \u092a\u0930 \u0909\u092a\u0932\u092c\u094d\u0927 \u0939\u0948\u0964 \u092e\u0927\u094d\u092f\u0938\u094d\u0925\u0924\u093e \u0915\u093e\u0930\u094d\u092f\u0935\u093e\u0939\u0940 \u0915\u093e \u0938\u0902\u091a\u093e\u0932\u0928 \u0932\u094b\u0915\u092a\u093e\u0932 \u0926\u094d\u0935\u093e\u0930\u093e \u0915\u093f\u092f\u093e \u091c\u093e\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-which-client-segmentation-is-defined\">\u0915\u093f\u0938 \u092a\u094d\u0930\u0915\u093e\u0930 \u0915\u093e \u0917\u094d\u0930\u093e\u0939\u0915 \u0935\u093f\u092d\u093e\u091c\u0928 \u092a\u0930\u093f\u092d\u093e\u0937\u093f\u0924 \u0915\u093f\u092f\u093e \u0917\u092f\u093e \u0939\u0948?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u0938\u094d\u0935\u093f\u0938 \u0938\u0902\u0918\u0940\u092f \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0947\u0935\u093e \u0905\u0927\u093f\u0928\u093f\u092f\u092e \u0915\u0947 \u0924\u0939\u0924, \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0947\u0935\u093e 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\u0939\u0948\u0964,<\/li>\n\n\n\n<li>\u092a\u0947\u0936\u0947\u0935\u0930 \u0917\u094d\u0930\u093e\u0939\u0915 \u092f\u093e \u0938\u0902\u0938\u094d\u0925\u093e\u0917\u0924 \u0928\u093f\u0935\u0947\u0936\u0915<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u092f\u0939 \u0935\u0930\u094d\u0917\u0940\u0915\u0930\u0923 \u0928\u093f\u092e\u094d\u0928\u0932\u093f\u0916\u093f\u0924 \u0938\u093f\u0926\u094d\u0927\u093e\u0902\u0924\u094b\u0902 \u0915\u0947 \u0906\u0927\u093e\u0930 \u092a\u0930 \u0915\u093f\u092f\u093e \u091c\u093e\u0924\u093e \u0939\u0948:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u0928\u093f\u091c\u0940 \u0917\u094d\u0930\u093e\u0939\u0915 \u0935\u0947 \u0917\u094d\u0930\u093e\u0939\u0915 \u0939\u094b\u0924\u0947 \u0939\u0948\u0902 \u091c\u094b \u0928 \u0924\u094b \u092a\u0947\u0936\u0947\u0935\u0930 \u0928\u093f\u0935\u0947\u0936\u0915 \u0939\u094b\u0924\u0947 \u0939\u0948\u0902 \u0914\u0930 \u0928 \u0939\u0940 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\u0905\u0927\u0940\u0928 \u0939\u0948\u0902, \u0914\u0930 \u091c\u093f\u0928\u094d\u0939\u0947\u0902 \u0909\u0928\u0915\u0940 \u0938\u094d\u0925\u093f\u0924\u093f, \u0938\u0902\u0930\u091a\u0928\u093e \u0914\u0930 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0902\u0938\u093e\u0927\u0928\u094b\u0902 \u0915\u0947 \u0915\u093e\u0930\u0923 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0915\u094d\u0937\u0947\u0924\u094d\u0930\u094b\u0902 \u092e\u0947\u0902 \u0909\u091a\u094d\u091a \u0938\u094d\u0924\u0930 \u0915\u0940 \u0935\u093f\u0936\u0947\u0937\u091c\u094d\u091e\u0924\u093e \u092a\u094d\u0930\u093e\u092a\u094d\u0924 \u092e\u093e\u0928\u0940 \u091c\u093e\u0924\u0940 \u0939\u0948\u0964.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u092f\u0939 \u092a\u0930\u093f\u092d\u093e\u0937\u093e \u090f\u0915 \u092c\u0948\u0902\u0915 \u0938\u0947 \u0926\u0942\u0938\u0930\u0947 \u092c\u0948\u0902\u0915 \u092e\u0947\u0902 \u0925\u094b\u0921\u093c\u0940 \u092d\u093f\u0928\u094d\u0928 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\u0915\u0930\u0928\u0947 \u092e\u0947\u0902 \u0938\u0915\u094d\u0937\u092e \u0939\u094b\u0924\u0947 \u0939\u0948\u0902\u0964.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0947\u0935\u093e \u0905\u0927\u093f\u0928\u093f\u092f\u092e (FinSA) \u0915\u0947 \u0924\u0939\u0924 \u0928\u093f\u091c\u0940 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u094b \u0909\u091a\u094d\u091a\u0924\u092e \u0938\u094d\u0924\u0930 \u0915\u0940 \u0938\u0941\u0930\u0915\u094d\u0937\u093e \u092a\u094d\u0930\u093e\u092a\u094d\u0924 \u0939\u0948\u0964 \u0907\u0928\u094d\u0939\u0947\u0902 \u0910\u0938\u0947 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u0947 \u0930\u0942\u092a \u092e\u0947\u0902 \u092a\u0930\u093f\u092d\u093e\u0937\u093f\u0924 \u0915\u093f\u092f\u093e \u0917\u092f\u093e \u0939\u0948 \u091c\u094b \u0928 \u0924\u094b \u092a\u0947\u0936\u0947\u0935\u0930 \u0928\u093f\u0935\u0947\u0936\u0915 \u0939\u0948\u0902 \u0914\u0930 \u0928 \u0939\u0940 \u0938\u0902\u0938\u094d\u0925\u093e\u0917\u0924 \u0928\u093f\u0935\u0947\u0936\u0915\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0938\u0941\u0930\u0915\u094d\u0937\u093e \u0915\u0947 \u0938\u094d\u0924\u0930 \u092e\u0947\u0902 \u0915\u092e\u0940 \u0914\u0930 \u0935\u0930\u094d\u0917\u0940\u0915\u0930\u0923 \u092e\u0947\u0902 \u092a\u0930\u093f\u0935\u0930\u094d\u0924\u0928 \u0939\u094b\u0915\u0930 \u0907\u0938\u0947 \u092a\u0947\u0936\u0947\u0935\u0930 \u0917\u094d\u0930\u093e\u0939\u0915 \u092f\u093e \u0938\u0902\u0938\u094d\u0925\u093e\u0917\u0924 \u0917\u094d\u0930\u093e\u0939\u0915 \u0915\u0947 \u0930\u0942\u092a \u092e\u0947\u0902 \u0935\u0930\u094d\u0917\u0940\u0915\u0943\u0924 \u0915\u0930\u0928\u0947 \u0938\u0947 \u0917\u094d\u0930\u093e\u0939\u0915 \u0938\u0941\u0930\u0915\u094d\u0937\u093e \u092e\u0947\u0902 \u092c\u0926\u0932\u093e\u0935 \u0906 \u0930\u0939\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u092f\u0926\u093f \u0928\u093f\u091c\u0940 \u092f\u093e \u092a\u0947\u0936\u0947\u0935\u0930 \u0915\u0947 \u0930\u0942\u092a \u092e\u0947\u0902 \u0935\u0930\u094d\u0917\u0940\u0915\u0943\u0924 \u0917\u094d\u0930\u093e\u0939\u0915 \u0915\u092e \u0938\u0941\u0930\u0915\u094d\u0937\u093e \u0938\u094d\u0924\u0930 \u0935\u093e\u0932\u0947 \u0935\u0930\u094d\u0917 \u092e\u0947\u0902 \u0935\u0930\u094d\u0917\u0940\u0915\u0943\u0924 \u0939\u094b\u0928\u093e \u091a\u093e\u0939\u0924\u0947 \u0939\u0948\u0902 \u0914\u0930 \u0935\u0947 \u0907\u0938 \u0938\u0902\u092c\u0902\u0927 \u092e\u0947\u0902 \u0928\u093f\u0930\u094d\u0927\u093e\u0930\u093f\u0924 \u0936\u0930\u094d\u0924\u094b\u0902 \u0915\u094b \u092a\u0942\u0930\u093e \u0915\u0930\u0924\u0947 \u0939\u0948\u0902, \u0924\u094b \u0909\u0928\u094d\u0939\u0947\u0902 \u0905\u092a\u0928\u0947 \u092c\u0948\u0902\u0915\u0930 \u092f\u093e \u092c\u093f\u0915\u094d\u0930\u0940 \u092a\u094d\u0930\u0924\u093f\u0928\u093f\u0927\u093f \u0915\u094b \u0938\u0942\u091a\u093f\u0924 \u0915\u0930\u0928\u093e \u091a\u093e\u0939\u093f\u090f\u0964 \u0935\u0947 \u0909\u0928\u094d\u0939\u0947\u0902 \u0935\u0930\u094d\u0917\u0940\u0915\u0930\u0923 \u0938\u0947 \u092c\u093e\u0939\u0930 \u0928\u093f\u0915\u0932\u0928\u0947 \u0915\u093e \u092b\u0949\u0930\u094d\u092e \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0947\u0902\u0917\u0947\u0964 \u0907\u0938\u0938\u0947 \u0909\u092a\u092f\u0941\u0915\u094d\u0924\u0924\u093e \u0914\u0930 \u0914\u091a\u093f\u0924\u094d\u092f \u092a\u094d\u0930\u092d\u093e\u0935\u093f\u0924 \u0939\u094b\u0902\u0917\u0947\u0964 <a href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%aa%e0%a5%8b%e0%a4%b0%e0%a5%8d%e0%a4%9f%e0%a4%ab%e0%a5%8b%e0%a4%b2%e0%a4%bf%e0%a4%af%e0%a5%8b-%e0%a4%a4%e0%a4%a8%e0%a4%be%e0%a4%b5-%e0%a4%aa%e0%a4%b0%e0%a5%80%e0%a4%95%e0%a5%8d%e0%a4%b7%e0%a4%a3\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"453\">\u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0938\u0947 \u092a\u0930\u0940\u0915\u094d\u0937\u0923<\/a> \u091f\u0942\u0932 \u0914\u0930 \u0938\u0940\u0906\u0930\u090f\u092e \u0915\u0947 \u092c\u0940\u091a \u0915\u093e \u0907\u0902\u091f\u0930\u0948\u0915\u094d\u0936\u0928 \u092d\u0940 \u0905\u0932\u0917 \u0939\u094b\u0917\u093e\u0964.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"768\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/06\/investglass-crm.jpeg\" alt=\"\" class=\"wp-image-32677\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/06\/investglass-crm.jpeg 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/06\/investglass-crm-300x225.jpeg 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/06\/investglass-crm-768x576.jpeg 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938 \u0938\u0940\u0906\u0930\u090f\u092e<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-verification-of-suitability-and-appropriateness-is-the-core-added-value-of-the-investglass-swiss-cloud-solution\">\u0909\u092a\u092f\u0941\u0915\u094d\u0924\u0924\u093e \u0914\u0930 \u0914\u091a\u093f\u0924\u094d\u092f \u0915\u093e \u0938\u0924\u094d\u092f\u093e\u092a\u0928 \u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938 \u0938\u094d\u0935\u093f\u0938 \u0915\u094d\u0932\u093e\u0909\u0921 \u0938\u0949\u0932\u094d\u092f\u0942\u0936\u0928 \u0915\u093e \u092e\u0941\u0916\u094d\u092f \u0905\u0924\u093f\u0930\u093f\u0915\u094d\u0924 \u0932\u093e\u092d \u0939\u0948\u0964<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-\"><\/h2>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-discretionary-asset-management-mandates\">\u0935\u093f\u0935\u0947\u0915\u093e\u0927\u0940\u0928 \u092a\u0930\u093f\u0938\u0902\u092a\u0924\u094d\u0924\u093f \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u091c\u0928\u093e\u0926\u0947\u0936<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u092f\u0926\u093f \u0915\u094b\u0908 \u0917\u094d\u0930\u093e\u0939\u0915 \u0915\u093f\u0938\u0940 \u092c\u0948\u0902\u0915 \u0915\u094b \u0935\u093f\u0935\u0947\u0915\u093e\u0927\u0940\u0928 \u092a\u0930\u093f\u0938\u0902\u092a\u0924\u094d\u0924\u093f \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u091c\u0928\u093e\u0926\u0947\u0936 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0924\u093e \u0939\u0948, \u0924\u094b \u092c\u0948\u0902\u0915 \u092f\u0939 \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0915\u0930\u0924\u093e \u0939\u0948 \u0915\u093f <em>\u0928\u093f\u0935\u0947\u0936 \u0930\u0923\u0928\u0940\u0924\u093f<\/em> \u0917\u094d\u0930\u093e\u0939\u0915 \u0926\u094d\u0935\u093e\u0930\u093e \u091a\u0941\u0928\u093e \u0917\u092f\u093e \u0935\u093f\u0915\u0932\u094d\u092a, \u0917\u094d\u0930\u093e\u0939\u0915 \u0915\u0940 \u091c\u094b\u0916\u093f\u092e \u092a\u094d\u0930\u094b\u092b\u093c\u093e\u0907\u0932 \u0915\u094b \u0926\u0947\u0916\u0924\u0947 \u0939\u0941\u090f \u0909\u092a\u092f\u0941\u0915\u094d\u0924 \u0939\u0948\u0964 \u091c\u094b\u0916\u093f\u092e \u092a\u094d\u0930\u094b\u092b\u093c\u093e\u0907\u0932 \u0938\u0902\u092c\u0902\u0927 \u092e\u0947\u0902 \u090f\u0915 \u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 \u0915\u093e\u0930\u0915 \u0939\u0948 \u0914\u0930 \u092f\u0939 \u0917\u094d\u0930\u093e\u0939\u0915 \u0926\u094d\u0935\u093e\u0930\u093e \u0905\u092a\u0928\u0940 \u0935\u094d\u092f\u0915\u094d\u0924\u093f\u0917\u0924 \u092a\u0930\u093f\u0938\u094d\u0925\u093f\u0924\u093f\u092f\u094b\u0902, \u0928\u093f\u0935\u0947\u0936 \u0909\u0926\u094d\u0926\u0947\u0936\u094d\u092f\u094b\u0902 \u0914\u0930 \u091c\u094b\u0916\u093f\u092e \u0932\u0947\u0928\u0947 \u0915\u0940 \u0915\u094d\u0937\u092e\u0924\u093e \u0915\u0947 \u092c\u093e\u0930\u0947 \u092e\u0947\u0902 \u0926\u0940 \u0917\u0908 \u091c\u093e\u0928\u0915\u093e\u0930\u0940 \u092a\u0930 \u0906\u0927\u093e\u0930\u093f\u0924 \u0939\u0948\u0964 \u0907\u0938\u0938\u0947 \u092c\u0948\u0902\u0915 \u0915\u094b \u0917\u094d\u0930\u093e\u0939\u0915 \u0915\u0940 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e\u0913\u0902 \u0915\u094b \u0938\u092e\u091d\u0928\u0947 \u0914\u0930 \u0909\u0928 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e\u0913\u0902 \u0915\u094b \u0938\u0930\u094d\u0935\u094b\u0924\u094d\u0924\u092e \u0930\u0942\u092a \u0938\u0947 \u092a\u0942\u0930\u093e \u0915\u0930\u0928\u0947 \u0935\u093e\u0932\u0940 \u0928\u093f\u0935\u0947\u0936 \u0930\u0923\u0928\u0940\u0924\u093f \u0915\u0940 \u0905\u0928\u0941\u0936\u0902\u0938\u093e \u0915\u0930\u0928\u0947 \u092e\u0947\u0902 \u092e\u0926\u0926 \u092e\u093f\u0932\u0924\u0940 \u0939\u0948\u0964 \u0907\u0938\u0932\u093f\u090f \u092f\u0939 \u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 \u0939\u0948 \u0915\u093f \u0917\u094d\u0930\u093e\u0939\u0915 \u092a\u0942\u0930\u0940 \u0914\u0930 \u0938\u091f\u0940\u0915 \u091c\u093e\u0928\u0915\u093e\u0930\u0940 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0947\u0902\u0964 \u092c\u0948\u0902\u0915 \u0917\u094d\u0930\u093e\u0939\u0915 \u0915\u0947 \u0938\u093e\u0925 \u092e\u093f\u0932\u0915\u0930 \u0928\u093f\u092f\u092e\u093f\u0924 \u0930\u0942\u092a \u0938\u0947 \u091c\u094b\u0916\u093f\u092e \u092a\u094d\u0930\u094b\u092b\u093c\u093e\u0907\u0932 \u0915\u0940 \u0938\u092e\u0940\u0915\u094d\u0937\u093e \u0915\u0930\u0924\u093e \u0939\u0948\u0964 \u0909\u092a\u092f\u0941\u0915\u094d\u0924\u0924\u093e \u0938\u0902\u092c\u0902\u0927\u0940 \u0907\u0928 \u0924\u0924\u094d\u0935\u094b\u0902 \u0915\u094b \u0938\u092c\u0938\u0947 \u092a\u0939\u0932\u0947 \u0907\u0928\u0935\u0947\u091f\u0917\u094d\u0932\u093e\u0938 \u0921\u093f\u091c\u093f\u091f\u0932 \u0911\u0928\u092c\u094b\u0930\u094d\u0921\u093f\u0902\u0917 \u092b\u0949\u0930\u094d\u092e \u0938\u0947 \u0930\u093f\u0915\u0949\u0930\u094d\u0921 \u0915\u093f\u092f\u093e \u091c\u093e\u0924\u093e \u0939\u0948, \u091c\u094b \u0938\u092d\u0940 \u092a\u0930\u093f\u0923\u093e\u092e\u094b\u0902 \u0915\u094b \u0938\u0940\u0906\u0930\u090f\u092e \u092e\u0947\u0902 \u0926\u0930\u094d\u091c \u0915\u0930\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"799\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/edit-custom_ztqvqh-1-1024x799.png\" alt=\"\" class=\"wp-image-34432\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/edit-custom_ztqvqh-1-1024x799.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/edit-custom_ztqvqh-1-300x234.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/edit-custom_ztqvqh-1-768x599.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/edit-custom_ztqvqh-1.png 1118w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">InvestGlass CRM \u0915\u094b FINSA \u0938\u094d\u0935\u091a\u093e\u0932\u0928 \u0915\u0947 \u0932\u093f\u090f \u092c\u0928\u093e\u092f\u093e \u0917\u092f\u093e \u0939\u0948\u0964<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-advisory-mandates-for-an-entire-portfolio\">\u0938\u0902\u092a\u0942\u0930\u094d\u0923 \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u0915\u0947 \u0932\u093f\u090f \u0938\u0932\u093e\u0939\u0915\u093e\u0930\u0940 \u0915\u093e\u0930\u094d\u092f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u0938\u0902\u092a\u0942\u0930\u094d\u0923 \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u0915\u0947 \u0932\u093f\u090f \u0938\u0932\u093e\u0939\u0915\u093e\u0930\u0940 \u0915\u093e\u0930\u094d\u092f\u094b\u0902 \u0915\u0947 \u092e\u093e\u092e\u0932\u0947 \u092e\u0947\u0902, \u092c\u0948\u0902\u0915 \u092f\u0939 \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0915\u0930\u0924\u093e \u0939\u0948 \u0915\u093f \u0928\u093f\u0935\u0947\u0936 \u0930\u0923\u0928\u0940\u0924\u093f \u0909\u0938\u0940 \u0924\u0930\u0939 \u0909\u092a\u092f\u0941\u0915\u094d\u0924 \u0939\u094b, \u091c\u0948\u0938\u0947 \u0935\u0939 \u0935\u093f\u0935\u0947\u0915\u093e\u0927\u0940\u0928 \u092a\u0930\u093f\u0938\u0902\u092a\u0924\u094d\u0924\u093f \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0915\u093e\u0930\u094d\u092f\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0915\u0930\u0924\u093e \u0939\u0948\u0964.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u092c\u0948\u0902\u0915 \u0926\u094d\u0935\u093e\u0930\u093e \u092a\u094d\u0930\u0938\u094d\u0924\u093e\u0935\u093f\u0924 \u0915\u093f\u0938\u0940 \u092d\u0940 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u093e\u0927\u0928 \u0938\u0947 \u0938\u0902\u092c\u0902\u0927\u093f\u0924 \u0928\u093f\u0935\u0947\u0936 \u0938\u0932\u093e\u0939 \u0915\u0947 \u0938\u0902\u092c\u0902\u0927 \u092e\u0947\u0902, \u092c\u0948\u0902\u0915 \u092a\u0939\u0932\u0947 \u092f\u0939 \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0915\u0930\u0924\u093e \u0939\u0948 \u0915\u093f \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u093e\u0927\u0928 \u0938\u0939\u092e\u0924 \u0928\u093f\u0935\u0947\u0936 \u0930\u0923\u0928\u0940\u0924\u093f \u0915\u0947 \u0905\u0928\u0941\u0930\u0942\u092a \u0939\u0948 \u092f\u093e \u0928\u0939\u0940\u0902, \u0914\u0930 \u0926\u0942\u0938\u0930\u093e, \u092f\u0939 \u0915\u093f \u0917\u094d\u0930\u093e\u0939\u0915 \u0915\u094b \u0938\u0902\u092c\u0902\u0927\u093f\u0924 \u0938\u093e\u0927\u0928 \u0938\u0947 \u091c\u0941\u0921\u093c\u0947 \u091c\u094b\u0916\u093f\u092e\u094b\u0902 \u0915\u094b \u0938\u092e\u091d\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u092a\u0930\u094d\u092f\u093e\u092a\u094d\u0924 \u091c\u094d\u091e\u093e\u0928 \u0939\u0948 (\u0909\u092a\u092f\u0941\u0915\u094d\u0924\u0924\u093e \u0915\u093e \u0938\u0924\u094d\u092f\u093e\u092a\u0928)\u0964 \u092f\u0926\u093f \u0906\u0935\u0936\u094d\u092f\u0915 \u0939\u094b, \u0924\u094b \u092c\u0948\u0902\u0915 \u0905\u092a\u0928\u0947 \u0917\u094d\u0930\u093e\u0939\u0915 \u0915\u094b \u0938\u0942\u091a\u093f\u0924 \u0915\u0930\u0924\u093e \u0939\u0948 \u092f\u0926\u093f \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u093e\u0927\u0928 \u0909\u0938\u0915\u0947 \u0935\u093f\u0936\u0947\u0937 \u092e\u093e\u092e\u0932\u0947 \u092e\u0947\u0902 \u0909\u092a\u092f\u0941\u0915\u094d\u0924 \u092f\u093e \u0909\u091a\u093f\u0924 \u0928\u0939\u0940\u0902 \u0939\u0948\u0964 \u0907\u0928 \u0938\u092d\u0940 \u0915\u093e\u0930\u0915\u094b\u0902 \u0915\u094b \u092c\u0948\u0902\u0915 \u0926\u094d\u0935\u093e\u0930\u093e \u0926\u0938\u094d\u0924\u093e\u0935\u0947\u091c\u093f\u0924 \u0915\u093f\u092f\u093e \u091c\u093e\u0924\u093e \u0939\u0948\u0964 <a href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%85%e0%a4%aa%e0%a4%a8%e0%a4%be-%e0%a4%96%e0%a5%81%e0%a4%a6-%e0%a4%95%e0%a4%be-%e0%a4%a8%e0%a4%bf%e0%a4%9c%e0%a5%80-%e0%a4%ac%e0%a5%88%e0%a4%82%e0%a4%95-%e0%a4%95%e0%a5%88%e0%a4%b8%e0%a5%87\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"454\">\u092c\u0948\u0902\u0915 \u0905\u092a\u0928\u0947 \u0928\u093f\u091c\u0940 \u0915\u0947 \u0932\u093f\u090f<\/a> \u0917\u094d\u0930\u093e\u0939\u0915\u0964.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"768\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/06\/investglass-healthcheck-portfolio.jpeg\" alt=\"\" class=\"wp-image-32682\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/06\/investglass-healthcheck-portfolio.jpeg 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/06\/investglass-healthcheck-portfolio-300x225.jpeg 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/06\/investglass-healthcheck-portfolio-768x576.jpeg 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938 \u0939\u0947\u0932\u094d\u0925\u091a\u0947\u0915<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-advisory-transaction-mandates\">\u0938\u0932\u093e\u0939\u0915\u093e\u0930 \u0932\u0947\u0928\u0926\u0947\u0928 \u091c\u0928\u093e\u0926\u0947\u0936<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u092c\u0948\u0902\u0915 \u0926\u094d\u0935\u093e\u0930\u093e \u092a\u094d\u0930\u0938\u094d\u0924\u093e\u0935\u093f\u0924 \u0915\u093f\u0938\u0940 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u093e\u0927\u0928 \u092e\u0947\u0902 \u0932\u0947\u0928-\u0926\u0947\u0928 \u0915\u0947 \u0938\u0902\u092c\u0902\u0927 \u092e\u0947\u0902 \u0917\u094d\u0930\u093e\u0939\u0915 \u0926\u094d\u0935\u093e\u0930\u093e \u092e\u093e\u0902\u0917\u0940 \u0917\u0908 \u0938\u0932\u093e\u0939 \u0915\u0947 \u0938\u0902\u0926\u0930\u094d\u092d \u092e\u0947\u0902, \u092c\u0948\u0902\u0915 \u092f\u0939 \u091c\u093e\u0902\u091a \u0915\u0930\u0924\u093e \u0939\u0948 \u0915\u093f \u0915\u094d\u092f\u093e \u0917\u094d\u0930\u093e\u0939\u0915 \u0909\u0938 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u093e\u0927\u0928 \u0938\u0947 \u091c\u0941\u0921\u093c\u0947 \u091c\u094b\u0916\u093f\u092e\u094b\u0902 \u0915\u094b \u0938\u092e\u091d\u0928\u0947 \u092e\u0947\u0902 \u0938\u0915\u094d\u0937\u092e \u0939\u0948\u0964 \u092f\u0926\u093f \u0906\u0935\u0936\u094d\u092f\u0915 \u0939\u094b, \u0924\u094b \u092c\u0948\u0902\u0915 \u0905\u092a\u0928\u0947 \u0917\u094d\u0930\u093e\u0939\u0915 \u0915\u094b \u0906\u0917\u093e\u0939 \u0915\u0930\u0924\u093e \u0939\u0948 \u092f\u0926\u093f \u0935\u0939 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u093e\u0927\u0928 \u0909\u0938\u0915\u0947 \u0935\u093f\u0936\u0947\u0937 \u092e\u093e\u092e\u0932\u0947 \u0915\u0947 \u0932\u093f\u090f \u0909\u092a\u092f\u0941\u0915\u094d\u0924 \u0928\u0939\u0940\u0902 \u0939\u0948\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0939\u093e\u0932\u093e\u0902\u0915\u093f, \u0938\u0932\u093e\u0939\u0915\u093e\u0930 \u0932\u0947\u0928\u0926\u0947\u0928 \u091c\u0928\u093e\u0926\u0947\u0936 \u0915\u0947 \u092e\u093e\u092e\u0932\u0947 \u092e\u0947\u0902, \u092c\u0948\u0902\u0915 \u092f\u0939 \u091c\u093e\u0902\u091a \u0928\u0939\u0940\u0902 \u0915\u0930\u0924\u093e \u0939\u0948 \u0915\u093f \u0932\u0947\u0928\u0926\u0947\u0928 \u0909\u092a\u092f\u0941\u0915\u094d\u0924 \u0939\u0948 \u092f\u093e \u0928\u0939\u0940\u0902, \u0915\u094d\u092f\u094b\u0902\u0915\u093f \u0909\u0938\u0947 \u0917\u094d\u0930\u093e\u0939\u0915 \u0915\u0940 \u091c\u094b\u0916\u093f\u092e \u092a\u094d\u0930\u094b\u092b\u093c\u093e\u0907\u0932 \u092f\u093e \u0909\u0938 \u0917\u094d\u0930\u093e\u0939\u0915 \u0915\u0947 \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u0915\u0947 \u092c\u093e\u0930\u0947 \u092e\u0947\u0902 \u091c\u093e\u0928\u0915\u093e\u0930\u0940 \u0928\u0939\u0940\u0902 \u0939\u094b\u0924\u0940 \u0939\u0948\u0964.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-transaction-execution-without-advice\">\u0932\u0947\u0928\u0926\u0947\u0928 \u0915\u093e \u0928\u093f\u0937\u094d\u092a\u093e\u0926\u0928 (\u092c\u093f\u0928\u093e \u0938\u0932\u093e\u0939 \u0915\u0947)<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u0935\u093f\u0935\u0947\u0915\u093e\u0927\u0940\u0928 \u092a\u0930\u093f\u0938\u0902\u092a\u0924\u094d\u0924\u093f \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u091c\u0928\u093e\u0926\u0947\u0936 \u092f\u093e \u0938\u0932\u093e\u0939\u0915\u093e\u0930 \u091c\u0928\u093e\u0926\u0947\u0936 \u0915\u0947 \u0905\u092d\u093e\u0935 \u092e\u0947\u0902, \u092c\u0948\u0902\u0915 \u0915\u093f\u0938\u0940 \u0917\u094d\u0930\u093e\u0939\u0915 \u0926\u094d\u0935\u093e\u0930\u093e \u0938\u0942\u091a\u093f\u0924 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u093e\u0927\u0928\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f \u0915\u093f\u0938\u0940 \u092d\u0940 \u0906\u0926\u0947\u0936 \u0915\u094b \u0928\u093f\u0937\u094d\u092a\u093e\u0926\u093f\u0924 \u0915\u0930\u0924\u0947 \u0938\u092e\u092f \u0909\u092a\u092f\u0941\u0915\u094d\u0924\u0924\u093e \u092f\u093e \u0914\u091a\u093f\u0924\u094d\u092f \u0915\u0940 \u091c\u093e\u0901\u091a \u0928\u0939\u0940\u0902 \u0915\u0930\u0924\u093e \u0939\u0948, \u091a\u093e\u0939\u0947 \u0935\u0939 \u0928\u093f\u091c\u0940 \u0917\u094d\u0930\u093e\u0939\u0915 \u0939\u094b \u092f\u093e \u092a\u0947\u0936\u0947\u0935\u0930 \u0917\u094d\u0930\u093e\u0939\u0915\u0964 \u092c\u093f\u0928\u093e \u0938\u0932\u093e\u0939 \u0915\u0947 \u0932\u0947\u0928\u0926\u0947\u0928 \u0928\u093f\u0937\u094d\u092a\u093e\u0926\u0928 \u0915\u0947 \u092e\u093e\u092e\u0932\u0947 \u092e\u0947\u0902, \u092c\u0948\u0902\u0915 \u0905\u092a\u0928\u0947 \u0917\u094d\u0930\u093e\u0939\u0915 \u0915\u093e \u0927\u094d\u092f\u093e\u0928 \u0938\u094d\u092a\u0937\u094d\u091f \u0930\u0942\u092a \u0938\u0947 \u0907\u0938 \u0924\u0925\u094d\u092f \u0915\u0940 \u0913\u0930 \u0906\u0915\u0930\u094d\u0937\u093f\u0924 \u0915\u0930\u0924\u093e \u0939\u0948 \u0915\u093f \u092c\u0948\u0902\u0915 \u0909\u092a\u092f\u0941\u0915\u094d\u0924\u0924\u093e \u092f\u093e \u0914\u091a\u093f\u0924\u094d\u092f \u0915\u0940 \u091c\u093e\u0901\u091a \u0928\u0939\u0940\u0902 \u0915\u0930\u0924\u093e \u0939\u0948, \u091a\u093e\u0939\u0947 \u0917\u094d\u0930\u093e\u0939\u0915 \u0928\u093f\u091c\u0940, \u092a\u0947\u0936\u0947\u0935\u0930 \u092f\u093e \u0938\u0902\u0938\u094d\u0925\u093e\u0917\u0924 \u0939\u094b\u0964 \u092c\u0948\u0902\u0915 \u0938\u0902\u0935\u093f\u0926\u093e\u0924\u094d\u092e\u0915 \u0938\u0902\u092c\u0902\u0927 \u0915\u0947 \u0915\u093f\u0938\u0940 \u092d\u0940 \u092c\u093e\u0926 \u0915\u0947 \u091a\u0930\u0923 \u092e\u0947\u0902 \u0907\u0938 \u091a\u0947\u0924\u093e\u0935\u0928\u0940 \u0915\u094b \u0926\u094b\u0939\u0930\u093e\u0924\u093e \u0928\u0939\u0940\u0902 \u0939\u0948\u0964.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-clients-acting-through-an-external-asset-manager-gerant-independant-ifa\">\u092c\u093e\u0939\u0930\u0940 \u092a\u0930\u093f\u0938\u0902\u092a\u0924\u094d\u0924\u093f \u092a\u094d\u0930\u092c\u0902\u0927\u0915 \u0915\u0947 \u092e\u093e\u0927\u094d\u092f\u092e \u0938\u0947 \u0915\u093e\u0930\u094d\u092f \u0915\u0930\u0928\u0947 \u0935\u093e\u0932\u0947 \u0917\u094d\u0930\u093e\u0939\u0915 (\u0917\u0947\u0930\u0947\u0902\u091f \u0907\u0902\u0921\u093f\u092a\u0947\u0902\u0921\u0947\u0902\u091f, \u0906\u0908\u090f\u092b\u090f)<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u092f\u0926\u093f \u0915\u094b\u0908 \u0917\u094d\u0930\u093e\u0939\u0915 \u092c\u0948\u0902\u0915 \u0915\u094b \u0938\u094c\u0902\u092a\u0940 \u0917\u0908 \u0938\u0902\u092a\u0924\u094d\u0924\u093f\u092f\u094b\u0902 \u0915\u0947 \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0915\u0947 \u0932\u093f\u090f \u0915\u093f\u0938\u0940 \u092c\u093e\u0939\u0930\u0940 \u092a\u0930\u093f\u0938\u0902\u092a\u0924\u094d\u0924\u093f \u092a\u094d\u0930\u092c\u0902\u0927\u0915 \u0915\u094b \u0928\u093f\u092f\u0941\u0915\u094d\u0924 \u0915\u0930\u0924\u093e \u0939\u0948, \u0924\u094b \u092c\u0948\u0902\u0915 \u090f\u0915 \u0938\u0902\u0930\u0915\u094d\u0937\u0915 \u092c\u0948\u0902\u0915 \u0915\u0947 \u0930\u0942\u092a \u092e\u0947\u0902 \u0915\u093e\u0930\u094d\u092f \u0915\u0930\u0924\u093e \u0939\u0948 \u0914\u0930 \u0917\u094d\u0930\u093e\u0939\u0915 \u092f\u093e \u0909\u0938\u0915\u0947 \u092c\u093e\u0939\u0930\u0940 \u092a\u094d\u0930\u092c\u0902\u0927\u0915 \u0926\u094d\u0935\u093e\u0930\u093e \u0938\u0942\u091a\u093f\u0924 \u0928\u093f\u0935\u0947\u0936 \u0906\u0926\u0947\u0936\u094b\u0902 \u0915\u094b, \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e\u0928\u0941\u0938\u093e\u0930, \u0917\u094d\u0930\u093e\u0939\u0915 \u0926\u094d\u0935\u093e\u0930\u093e \u092c\u093e\u0939\u0930\u0940 \u092a\u094d\u0930\u092c\u0902\u0927\u0915 \u0915\u094b \u0926\u093f\u090f \u0917\u090f \u092a\u093e\u0935\u0930 \u0911\u092b \u0905\u091f\u0949\u0930\u094d\u0928\u0940 \u0915\u0947 \u0906\u0927\u093e\u0930 \u092a\u0930 \u0928\u093f\u0937\u094d\u092a\u093e\u0926\u093f\u0924 \u0915\u0930\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"683\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/dowrnum2di0-1024x683.jpg\" alt=\"\u0915\u093e\u0932\u0940 \u0936\u0930\u094d\u091f \u092a\u0939\u0928\u0947 \u092e\u0939\u093f\u0932\u093e \u092e\u0948\u0915\u092c\u0941\u0915 \u0915\u093e \u0907\u0938\u094d\u0924\u0947\u092e\u093e\u0932 \u0915\u0930 \u0930\u0939\u0940 \u0939\u0948\" class=\"wp-image-34429\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/dowrnum2di0-1024x683.jpg 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/dowrnum2di0-300x200.jpg 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/dowrnum2di0-768x512.jpg 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/dowrnum2di0-1536x1024.jpg 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/dowrnum2di0.jpg 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">InvestGlass \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u0947 \u0938\u093e\u0925 \u092c\u093e\u0924\u091a\u0940\u0924 \u0915\u094b \u0906\u0938\u093e\u0928 \u0914\u0930 \u0928\u093f\u0930\u094d\u092c\u093e\u0927 \u092c\u0928\u093e\u0924\u093e \u0939\u0948\u0964<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-appropriateness-in-the-event-of-a-lombard-loan-application\">\u0932\u0949\u092e\u094d\u092c\u093e\u0930\u094d\u0921 \u090b\u0923 \u0906\u0935\u0947\u0926\u0928 \u0915\u0940 \u0938\u094d\u0925\u093f\u0924\u093f \u092e\u0947\u0902 \u0909\u092a\u092f\u0941\u0915\u094d\u0924\u0924\u093e<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u092c\u0948\u0902\u0915, \u0932\u094b\u092e\u094d\u092c\u093e\u0930\u094d\u0921 \u090b\u0923\u094b\u0902 \u0915\u0947 \u0909\u092a\u092f\u094b\u0917 \u0938\u0947 \u091c\u0941\u0921\u093c\u0947 \u0935\u093f\u0936\u093f\u0937\u094d\u091f \u091c\u094b\u0916\u093f\u092e\u094b\u0902 \u0915\u0947 \u092c\u093e\u0930\u0947 \u092e\u0947\u0902 \u091c\u093e\u0928\u0915\u093e\u0930\u0940 \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0947\u0917\u093e\u0964 \u092f\u0926\u093f \u092a\u0947\u0936\u0947\u0935\u0930 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u092f\u093e \u0928\u093f\u091c\u0940 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u0947 \u092a\u093e\u0938 \u0935\u093f\u0935\u0947\u0915\u093e\u0927\u0940\u0928 \u092a\u0930\u093f\u0938\u0902\u092a\u0924\u094d\u0924\u093f \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u092f\u093e \u0938\u0932\u093e\u0939\u0915\u093e\u0930 \u091c\u0928\u093e\u0926\u0947\u0936 \u0939\u0948, \u0924\u094b \u092c\u0948\u0902\u0915 \u0909\u0928\u094d\u0939\u0947\u0902 \u092f\u0939 \u0938\u0932\u093e\u0939 \u092d\u0940 \u0926\u0947\u0917\u093e \u0915\u093f \u0909\u0928\u0915\u0947 \u0926\u094d\u0935\u093e\u0930\u093e \u092e\u093e\u0902\u0917\u0940 \u0917\u0908 \u090b\u0923 \u0930\u093e\u0936\u093f \u0909\u092a\u092f\u0941\u0915\u094d\u0924 \u0939\u0948 \u092f\u093e \u0928\u0939\u0940\u0902\u0964 \u092f\u0926\u093f \u090b\u0923 \u0930\u093e\u0936\u093f \u0915\u0947 \u0915\u093e\u0930\u0923 \u091c\u094b\u0916\u093f\u092e \u092a\u094d\u0930\u094b\u092b\u093c\u093e\u0907\u0932, \u0936\u0941\u0930\u0942 \u092e\u0947\u0902 \u0924\u092f \u0915\u0940 \u0917\u0908 \u091c\u094b\u0916\u093f\u092e \u092a\u094d\u0930\u094b\u092b\u093c\u093e\u0907\u0932 \u0938\u0947 \u092e\u0947\u0932 \u0928\u0939\u0940\u0902 \u0916\u093e\u0924\u0940 \u0939\u0948, \u0924\u094b \u092c\u0948\u0902\u0915 \u0917\u094d\u0930\u093e\u0939\u0915 \u0915\u094b \u0938\u0942\u091a\u093f\u0924 \u0915\u0930\u0947\u0917\u093e \u0914\u0930 \u0935\u0948\u0915\u0932\u094d\u092a\u093f\u0915 \u0938\u092e\u093e\u0927\u093e\u0928\u094b\u0902 \u092a\u0930 \u0935\u093f\u091a\u093e\u0930 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0909\u0928\u0915\u0947 \u0938\u093e\u0925 \u0938\u094d\u0925\u093f\u0924\u093f \u0915\u0940 \u0938\u092e\u0940\u0915\u094d\u0937\u093e \u0915\u0930\u0947\u0917\u093e\u0964.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-financial-relationships-with-third-parties-and-management-companies\">\u0924\u0943\u0924\u0940\u092f \u092a\u0915\u094d\u0937\u094b\u0902 \u0914\u0930 \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0915\u0902\u092a\u0928\u093f\u092f\u094b\u0902 \u0915\u0947 \u0938\u093e\u0925 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u0902\u092c\u0902\u0927<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u0938\u0932\u093e\u0939\u0915\u093e\u0930\u0940 \u0932\u0947\u0928\u0926\u0947\u0928 \u0938\u0902\u092c\u0902\u0927\u0940 \u0906\u0926\u0947\u0936\u094b\u0902 \u092f\u093e \u092c\u093f\u0928\u093e \u0938\u0932\u093e\u0939 \u0915\u0947 \u0932\u0947\u0928\u0926\u0947\u0928 \u0928\u093f\u0937\u094d\u092a\u093e\u0926\u0928 \u0938\u0947\u0935\u093e\u0913\u0902 \u0915\u0947 \u092e\u093e\u092e\u0932\u0947 \u092e\u0947\u0902, \u092c\u0948\u0902\u0915 \u0915\u094b \u0938\u093e\u092e\u0942\u0939\u093f\u0915 \u0928\u093f\u0935\u0947\u0936 \u092f\u094b\u091c\u0928\u093e\u0913\u0902 \u0915\u0947 \u0905\u0927\u093f\u0917\u094d\u0930\u0939\u0923 \u0938\u0947 \u0938\u0902\u092c\u0902\u0927\u093f\u0924 \u092d\u0941\u0917\u0924\u093e\u0928 \u0924\u0943\u0924\u0940\u092f-\u092a\u0915\u094d\u0937 \u0915\u0902\u092a\u0928\u093f\u092f\u094b\u0902 \u0938\u0947 \u092a\u094d\u0930\u093e\u092a\u094d\u0924 \u0939\u094b\u0902\u0917\u0947\u0964 \u092c\u0948\u0902\u0915 \u0907\u0928 \u0930\u093e\u0936\u093f\u092f\u094b\u0902 \u0915\u094b \u0905\u092a\u0928\u0947 \u092a\u093e\u0938 \u0930\u0916\u0924\u093e \u0939\u0948 \u0914\u0930 \u0917\u094d\u0930\u093e\u0939\u0915 \u0915\u094b \u092a\u094d\u0930\u093e\u092a\u094d\u0924 \u092a\u093e\u0930\u093f\u0936\u094d\u0930\u092e\u093f\u0915 \u0915\u0947 \u092a\u094d\u0930\u0915\u093e\u0930 \u0914\u0930 \u0930\u093e\u0936\u093f \u0915\u0940 \u091c\u093e\u0928\u0915\u093e\u0930\u0940 \u0926\u0947\u0924\u093e \u0939\u0948\u0964 \u0907\u0938\u0932\u093f\u090f, \u092c\u0921\u093c\u0940 \u092e\u093e\u0924\u094d\u0930\u093e \u092e\u0947\u0902 \u091c\u093e\u0928\u0915\u093e\u0930\u0940 \u0915\u0947 \u0939\u0938\u094d\u0924\u093e\u0902\u0924\u0930\u0923 \u0915\u094b \u0938\u0941\u0917\u092e \u092c\u0928\u093e\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u090f\u0915 \u0917\u094d\u0930\u093e\u0939\u0915 \u092a\u094b\u0930\u094d\u091f\u0932 \u0915\u0940 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e \u0939\u0948\u0964 \u0909\u0926\u093e\u0939\u0930\u0923 \u0915\u0947 \u0932\u093f\u090f, \u0938\u0902\u0930\u091a\u093f\u0924 \u0909\u0924\u094d\u092a\u093e\u0926\u094b\u0902 \u0915\u0940 \u091c\u093e\u0928\u0915\u093e\u0930\u0940 \u0926\u0930\u094d\u091c \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938 \u0915\u093e \u0909\u092a\u092f\u094b\u0917 \u0915\u093f\u092f\u093e \u091c\u093e \u0938\u0915\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u092f\u0926\u093f \u0917\u094d\u0930\u093e\u0939\u0915 \u0928\u0947 \u0935\u093f\u0935\u0947\u0915\u093e\u0927\u0940\u0928 \u0905\u0928\u0941\u092e\u0924\u093f \u0926\u0940 \u0939\u0948 <a href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%88%e0%a4%8f%e0%a4%b8%e0%a4%9c%e0%a5%80-%e0%a4%95%e0%a5%87-%e0%a4%b2%e0%a4%bf%e0%a4%8f-%e0%a4%aa%e0%a5%8b%e0%a4%b0%e0%a5%8d%e0%a4%9f%e0%a4%ab%e0%a5%8b%e0%a4%b2%e0%a4%bf%e0%a4%af%e0%a5%8b\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"455\">\u0938\u0902\u092a\u0942\u0930\u094d\u0923 \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u0915\u0947 \u0932\u093f\u090f \u092a\u0930\u093f\u0938\u0902\u092a\u0924\u094d\u0924\u093f \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u091c\u0928\u093e\u0926\u0947\u0936 \u092f\u093e \u0938\u0932\u093e\u0939\u0915\u093e\u0930 \u091c\u0928\u093e\u0926\u0947\u0936<\/a>, \u092f\u0926\u093f \u092c\u0948\u0902\u0915 \u0915\u094b \u0910\u0938\u0947 \u092d\u0941\u0917\u0924\u093e\u0928 \u092a\u094d\u0930\u093e\u092a\u094d\u0924 \u0928\u0939\u0940\u0902 \u0939\u094b\u0924\u0947 \u0939\u0948\u0902, \u0924\u094b \u0935\u0939 \u0909\u0928\u094d\u0939\u0947\u0902 \u092a\u0942\u0930\u0940 \u0924\u0930\u0939 \u0938\u0947 \u0917\u094d\u0930\u093e\u0939\u0915 \u0915\u0947 \u0916\u093e\u0924\u0947 \u092e\u0947\u0902 \u092a\u0941\u0928\u0903 \u091c\u092e\u093e \u0915\u0930 \u0926\u0947\u0917\u093e\u0964 \u092a\u0941\u0928\u0903 \u091c\u092e\u093e \u0915\u0940 \u0917\u0908 \u0930\u093e\u0936\u093f\u092f\u093e\u0901 \u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u0926\u0943\u0936\u094d\u092f \u0915\u0947 \u0905\u0902\u0924\u0930\u094d\u0917\u0924 \u0935\u093e\u0930\u094d\u0937\u093f\u0915 \u0916\u093e\u0924\u093e \u0935\u093f\u0935\u0930\u0923 \u092e\u0947\u0902 \u0926\u093f\u0916\u093e\u0908 \u091c\u093e\u0924\u0940 \u0939\u0948\u0902\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u092a\u094b\u0930\u094d\u091f\u092b\u094b\u0932\u093f\u092f\u094b \u0935\u094d\u092f\u0942 \u0915\u094b \u092a\u0947\u0936\u0947\u0935\u0930 \u0917\u094d\u0930\u093e\u0939\u0915 \u092f\u093e \u0916\u0941\u0926\u0930\u093e \u0917\u094d\u0930\u093e\u0939\u0915 \u0915\u0940 \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e\u0913\u0902 \u0915\u0947 \u0905\u0928\u0941\u0930\u0942\u092a \u0905\u0928\u0941\u0915\u0942\u0932\u093f\u0924 \u0915\u093f\u092f\u093e \u091c\u093e \u0938\u0915\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-best-execution-of-client-orders\">\u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u0947 \u0906\u0926\u0947\u0936\u094b\u0902 \u0915\u093e \u0938\u0930\u094d\u0935\u094b\u0924\u094d\u0924\u092e \u0928\u093f\u0937\u094d\u092a\u093e\u0926\u0928<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u092c\u0948\u0902\u0915 \u0928\u0947 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u0947 \u0911\u0930\u094d\u0921\u0930 \u0915\u094b \u092a\u0942\u0930\u093e \u0915\u0930\u0928\u0947 \u092e\u0947\u0902 \u0938\u0930\u094d\u0935\u094b\u0924\u094d\u0924\u092e \u0938\u0902\u092d\u0935 \u092a\u0930\u093f\u0923\u093e\u092e \u092a\u094d\u0930\u093e\u092a\u094d\u0924 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0938\u092d\u0940 \u0906\u0935\u0936\u094d\u092f\u0915 \u0909\u092a\u093e\u092f \u0915\u093f\u090f \u0939\u0948\u0902, \u091a\u093e\u0939\u0947 \u0935\u0939 \u0915\u0940\u092e\u0924, \u0932\u093e\u0917\u0924, \u0917\u0924\u093f, \u0928\u093f\u0937\u094d\u092a\u093e\u0926\u0928 \u0914\u0930 \u0928\u093f\u092a\u091f\u093e\u0928 \u0915\u0940 \u0938\u0902\u092d\u093e\u0935\u0928\u093e, \u0911\u0930\u094d\u0921\u0930 \u0915\u093e \u0906\u0915\u093e\u0930, \u092a\u094d\u0930\u0915\u0943\u0924\u093f \u092f\u093e \u0911\u0930\u094d\u0921\u0930 \u0915\u0947 \u0928\u093f\u0937\u094d\u092a\u093e\u0926\u0928 \u0938\u0947 \u0938\u0902\u092c\u0902\u0927\u093f\u0924 \u0915\u094b\u0908 \u0905\u0928\u094d\u092f \u092a\u0939\u0932\u0942 \u0939\u094b (\u091c\u093f\u0938\u0947 \u0939\u092e \u0928\u093f\u0937\u094d\u092a\u093e\u0926\u0928 \u0915\u093e\u0930\u0915 \u0915\u0939\u0924\u0947 \u0939\u0948\u0902)\u0964 \u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938 \u0924\u0943\u0924\u0940\u092f-\u092a\u0915\u094d\u0937 \u0911\u0930\u094d\u0921\u0930 \u092a\u094d\u0930\u092c\u0902\u0927\u0928 \u092a\u094d\u0930\u0923\u093e\u0932\u0940 \u0909\u092a\u0915\u0930\u0923 \u0938\u0947 \u091c\u0941\u0921\u093c\u093e \u0939\u0941\u0906 \u0939\u0948\u0964 \u092f\u0947 \u0909\u092a\u093e\u092f \u0907\u0938 \u092c\u093e\u0924 \u092a\u0930 \u0932\u093e\u0917\u0942 \u0939\u094b\u0924\u0947 \u0939\u0948\u0902 \u0915\u093f \u0911\u0930\u094d\u0921\u0930 \u092c\u0948\u0902\u0915 \u0926\u094d\u0935\u093e\u0930\u093e \u0928\u093f\u0937\u094d\u092a\u093e\u0926\u093f\u0924 \u0915\u093f\u092f\u093e \u0917\u092f\u093e \u0939\u0948 \u092f\u093e \u0928\u093f\u0937\u094d\u092a\u093e\u0926\u0928 \u0915\u0947 \u0932\u093f\u090f \u0915\u093f\u0938\u0940 \u0924\u0943\u0924\u0940\u092f \u092a\u0915\u094d\u0937 \u0915\u094b \u092d\u0947\u091c\u093e \u0917\u092f\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0938\u093e\u092e\u093e\u0928\u094d\u092f \u0924\u094c\u0930 \u092a\u0930, \u0938\u0930\u094d\u0935\u094b\u0924\u094d\u0924\u092e \u092a\u0930\u093f\u0923\u093e\u092e \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0915\u0940\u092e\u0924 \u0914\u0930 \u0932\u093e\u0917\u0924 \u092a\u0930 \u0935\u093f\u0936\u0947\u0937 \u0927\u094d\u092f\u093e\u0928 \u0926\u093f\u092f\u093e \u091c\u093e\u0924\u093e \u0939\u0948\u0964 \u0939\u093e\u0932\u093e\u0902\u0915\u093f, \u0915\u0941\u091b \u0935\u093f\u0936\u093f\u0937\u094d\u091f \u0906\u0926\u0947\u0936\u094b\u0902, \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u093e\u0927\u0928\u094b\u0902, \u092c\u093e\u091c\u093e\u0930\u094b\u0902 \u092f\u093e \u092c\u093e\u091c\u093e\u0930 \u0915\u0940 \u0938\u094d\u0925\u093f\u0924\u093f\u092f\u094b\u0902 \u0915\u0947 \u0932\u093f\u090f, \u0905\u0928\u094d\u092f \u0928\u093f\u0937\u094d\u092a\u093e\u0926\u0928 \u0915\u093e\u0930\u0915 \u092d\u0940 \u0909\u0924\u0928\u0947 \u0939\u0940 \u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 \u0939\u094b \u0938\u0915\u0924\u0947 \u0939\u0948\u0902 \u092f\u093e \u0938\u0930\u094d\u0935\u094b\u0924\u094d\u0924\u092e \u0928\u093f\u0937\u094d\u092a\u093e\u0926\u0928 \u0938\u0941\u0928\u093f\u0936\u094d\u091a\u093f\u0924 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0915\u0940\u092e\u0924 \u0938\u0947 \u0905\u0927\u093f\u0915 \u092e\u0939\u0924\u094d\u0935\u092a\u0942\u0930\u094d\u0923 \u0939\u094b \u0938\u0915\u0924\u0947 \u0939\u0948\u0902\u0964.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-basic-factsheet-and-collective-investment-schemes-act-nbsp-cisa\">\u092c\u0941\u0928\u093f\u092f\u093e\u0926\u0940 \u0924\u0925\u094d\u092f \u092a\u0924\u094d\u0930\u0915 \u0914\u0930 \u0938\u093e\u092e\u0942\u0939\u093f\u0915 \u0928\u093f\u0935\u0947\u0936 \u092f\u094b\u091c\u0928\u093e \u0905\u0927\u093f\u0928\u093f\u092f\u092e (CISA)<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u092c\u0941\u0928\u093f\u092f\u093e\u0926\u0940 \u0924\u0925\u094d\u092f \u092a\u0924\u094d\u0930\u0915, \u092e\u0941\u0916\u094d\u092f \u0938\u0942\u091a\u0928\u093e \u0926\u0938\u094d\u0924\u093e\u0935\u0947\u091c (\u092f\u093e \u0907\u0938\u0915\u0947 \u0938\u092e\u0915\u0915\u094d\u0937, \u091c\u094b \u092f\u0942\u0930\u094b\u092a\u0940\u092f \u0915\u093e\u0928\u0942\u0928 \u0914\u0930 \u0935\u093f\u0928\u093f\u092f\u092e\u094b\u0902 \u0915\u0947 \u0905\u0928\u0941\u0938\u093e\u0930 \u092a\u094d\u0930\u0915\u093e\u0936\u093f\u0924 \u0915\u093f\u092f\u093e \u0917\u092f\u093e \u0939\u094b) \u092e\u0947\u0902 \u0915\u0941\u091b \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u093e\u0927\u0928\u094b\u0902 \u0915\u0947 \u092a\u094d\u0930\u092e\u0941\u0916 \u0924\u0924\u094d\u0935\u094b\u0902 \u0915\u0940 \u091c\u093e\u0928\u0915\u093e\u0930\u0940 \u0936\u093e\u092e\u093f\u0932 \u0939\u094b\u0924\u0940 \u0939\u0948, \u091c\u093f\u0928\u092e\u0947\u0902 \u0928\u093f\u092e\u094d\u0928\u0932\u093f\u0916\u093f\u0924 \u0936\u093e\u092e\u093f\u0932 \u0939\u0948\u0902:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u2013 \u0935\u093e\u0926\u094d\u092f \u092f\u0902\u0924\u094d\u0930 \u0915\u093e \u0928\u093e\u092e;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0928\u093f\u0935\u0947\u0936 \u0915\u093e \u092a\u094d\u0930\u0915\u093e\u0930;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0928\u093f\u0935\u0947\u0936 \u0938\u0947 \u091c\u0941\u0921\u093c\u0947 \u091c\u094b\u0916\u093f\u092e;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0938\u092e\u0938\u094d\u092f\u093e \u0909\u0924\u094d\u092a\u0928\u094d\u0928 \u0939\u094b\u0928\u0947 \u092a\u0930 \u0938\u0915\u094d\u0937\u092e \u092a\u094d\u0930\u093e\u0927\u093f\u0915\u093e\u0930\u0940 \u0938\u0947 \u0938\u0902\u092a\u0930\u094d\u0915 \u0915\u0948\u0938\u0947 \u0915\u0930\u0947\u0902\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u092f\u0942\u0930\u094b\u092a\u0940\u092f KIID \u092b\u0902\u0921 \u092e\u0947\u0902 \u0906\u092a\u0915\u094b \u0938\u092d\u0940 \u091c\u093e\u0928\u0915\u093e\u0930\u0940 \u092e\u093f\u0932 \u091c\u093e\u090f\u0917\u0940\u0964 <a href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%88%e0%a4%8f%e0%a4%b8%e0%a4%9c%e0%a5%80-%e0%a4%94%e0%a4%b0-%e0%a4%b8%e0%a4%a4%e0%a4%a4-%e0%a4%b5%e0%a4%bf%e0%a4%a4%e0%a5%8d%e0%a4%a4-%e0%a4%86%e0%a4%aa%e0%a4%95%e0%a5%8b-%e0%a4%95%e0%a5%8d\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"456\">\u091c\u093e\u0928\u0928\u0947 \u0915\u0940 \u091c\u0930\u0942\u0930\u0924 \u0939\u0948<\/a> \u0915\u093f\u0938\u0940 \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0909\u0924\u094d\u092a\u093e\u0926 \u0915\u0947 \u092c\u093e\u0930\u0947 \u092e\u0947\u0902 \u091c\u093e\u0928\u0915\u093e\u0930\u0940, \u091c\u093f\u0938\u092e\u0947\u0902 \u0909\u0924\u094d\u092a\u093e\u0926 \u0915\u093e \u0928\u093e\u092e, \u0928\u093f\u0935\u0947\u0936 \u0915\u093e \u092a\u094d\u0930\u0915\u093e\u0930, \u0928\u093f\u0935\u0947\u0936 \u0938\u0947 \u091c\u0941\u0921\u093c\u0947 \u091c\u094b\u0916\u093f\u092e \u0914\u0930 \u0938\u092e\u0938\u094d\u092f\u093e \u0939\u094b\u0928\u0947 \u092a\u0930 \u0938\u0915\u094d\u0937\u092e \u092a\u094d\u0930\u093e\u0927\u093f\u0915\u093e\u0930\u0940 \u0938\u0947 \u0938\u0902\u092a\u0930\u094d\u0915 \u0915\u0930\u0928\u0947 \u0915\u093e \u0924\u0930\u0940\u0915\u093e \u0936\u093e\u092e\u093f\u0932 \u0939\u0948\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0938\u093e\u092e\u0942\u0939\u093f\u0915 \u0928\u093f\u0935\u0947\u0936 \u092f\u094b\u091c\u0928\u093e \u0905\u0927\u093f\u0928\u093f\u092f\u092e (CISA) \u0928\u093f\u0935\u0947\u0936 \u0909\u0924\u094d\u092a\u093e\u0926 \u0939\u0948\u0902 \u091c\u094b \u0928\u093f\u0935\u0947\u0936\u0915\u094b\u0902 \u0915\u094b \u0905\u0928\u094d\u092f \u0928\u093f\u0935\u0947\u0936\u0915\u094b\u0902 \u0915\u0947 \u0938\u093e\u0925 \u092e\u093f\u0932\u0915\u0930 \u0935\u093f\u092d\u093f\u0928\u094d\u0928 \u092a\u094d\u0930\u0915\u093e\u0930 \u0915\u0940 \u0938\u0902\u092a\u0924\u094d\u0924\u093f\u092f\u094b\u0902 \u092e\u0947\u0902 \u0928\u093f\u0935\u0947\u0936 \u0915\u0930\u0928\u0947 \u0915\u0940 \u0905\u0928\u0941\u092e\u0924\u093f \u0926\u0947\u0924\u0947 \u0939\u0948\u0902\u0964 \u092f\u0947 \u092f\u094b\u091c\u0928\u093e\u090f\u0901 \u0905\u0928\u093f\u0936\u094d\u091a\u093f\u0924\u0915\u093e\u0932\u0940\u0928 \u092f\u093e \u092c\u0902\u0926\u0915\u093e\u0932\u0940\u0928 \u0939\u094b \u0938\u0915\u0924\u0940 \u0939\u0948\u0902\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0907\u0938\u0915\u0947 \u0905\u0932\u093e\u0935\u093e, \u0906\u092a \u092f\u0939 \u092d\u0940 \u091c\u093e\u0928\u0928\u093e \u091a\u093e\u0939\u0947\u0902\u0917\u0947 \u0915\u093f <a href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%ac%e0%a5%8d%e0%a4%b0%e0%a4%bf%e0%a4%9f%e0%a5%87%e0%a4%a8-%e0%a4%ae%e0%a5%87%e0%a4%82-%e0%a4%ac%e0%a5%88%e0%a4%82%e0%a4%95%e0%a4%b0-%e0%a4%aa%e0%a5%87%e0%a4%82%e0%a4%b6%e0%a4%a8-%e0%a4%b2\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"457\">\u0935\u094d\u092f\u093e\u0935\u0938\u093e\u092f\u093f\u0915 \u092a\u0947\u0902\u0936\u0928 \u0915\u0940 \u092a\u0930\u093f\u0938\u0902\u092a\u0924\u094d\u0924\u093f\u092f\u094b\u0902 \u0915\u0947 \u092a\u094d\u0930\u092c\u0902\u0927\u0915<\/a> \u0935\u0947 \u092f\u094b\u091c\u0928\u093e\u090f\u0902, \u091c\u093f\u0928\u0915\u0940 \u0928\u093f\u0917\u0930\u093e\u0928\u0940 \u092a\u0939\u0932\u0947 \u0935\u094d\u092f\u093e\u0935\u0938\u093e\u092f\u093f\u0915 \u092a\u0947\u0902\u0936\u0928 \u092a\u0930\u094d\u092f\u0935\u0947\u0915\u094d\u0937\u0940 \u0906\u092f\u094b\u0917 (\u0913\u092a\u0940\u090f\u0938\u0938\u0940) \u0926\u094d\u0935\u093e\u0930\u093e \u0915\u0940 \u091c\u093e\u0924\u0940 \u0925\u0940, \u0905\u092c \u090f\u092b\u0906\u0908\u090f\u0928\u090f\u092e\u090f \u0915\u0947 \u092a\u0930\u094d\u092f\u0935\u0947\u0915\u094d\u0937\u0923 \u0915\u0947 \u0905\u0927\u0940\u0928 \u0939\u094b\u0902\u0917\u0940\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \u0938\u0902\u092a\u0930\u094d\u0915 \u0930\u093f\u092a\u094b\u0930\u094d\u091f KIID \u0914\u0930 \u092c\u0941\u0928\u093f\u092f\u093e\u0926\u0940 \u0924\u0925\u094d\u092f\u092a\u0924\u094d\u0930\u094b\u0902 \u0915\u094b \u0938\u0902\u0917\u094d\u0930\u0939\u093f\u0924 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u092c\u0928\u093e\u0908 \u0917\u0908 \u0939\u0948\u0902\u0964 InvestGlass CRM: \u092f\u0939 \u0905\u092d\u093f\u092f\u093e\u0928 \u091f\u0942\u0932 \u0906\u092a\u0915\u0947 \u0917\u094d\u0930\u093e\u0939\u0915 \u0915\u094b KIID \u0914\u0930 \u092c\u0941\u0928\u093f\u092f\u093e\u0926\u0940 \u0924\u0925\u094d\u092f\u092a\u0924\u094d\u0930 \u0915\u0940 PDF \u092b\u093c\u093e\u0907\u0932 \u0908\u092e\u0947\u0932 \u0926\u094d\u0935\u093e\u0930\u093e \u092d\u0947\u091c\u0947\u0917\u093e, \u091c\u093f\u0938\u0947 \u0917\u094d\u0930\u093e\u0939\u0915 \u092b\u093c\u093e\u0907\u0932 \u092e\u0947\u0902 \u0938\u0902\u0917\u094d\u0930\u0939\u093f\u0924 \u0915\u093f\u092f\u093e \u091c\u093e\u090f\u0917\u093e\u0964.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"768\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/06\/investglass-email-marketing.jpeg\" alt=\"\" class=\"wp-image-32681\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/06\/investglass-email-marketing.jpeg 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/06\/investglass-email-marketing-300x225.jpeg 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/06\/investglass-email-marketing-768x576.jpeg 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938 \u0908\u092e\u0947\u0932 \u0914\u0930 \u0905\u092d\u093f\u092f\u093e\u0928<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-risks-associated-with-financial-instruments-and-finsa\">\u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u093e\u0927\u0928\u094b\u0902 \u0914\u0930 FINSA \u0938\u0947 \u091c\u0941\u0921\u093c\u0947 \u091c\u094b\u0916\u093f\u092e<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u092c\u0948\u0902\u0915 \u0915\u094b \u0905\u092a\u0928\u0947 \u0938\u092d\u0940 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u094b \u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u093e\u0927\u0928\u094b\u0902 \u0938\u0947 \u091c\u0941\u0921\u093c\u0947 \u091c\u094b\u0916\u093f\u092e\u094b\u0902 \u0915\u0947 \u092c\u093e\u0930\u0947 \u092e\u0947\u0902 \u0938\u0942\u091a\u093f\u0924 \u0915\u0930\u0928\u093e \u0905\u0928\u093f\u0935\u093e\u0930\u094d\u092f \u0939\u0948\u0964 \u0938\u094d\u0935\u093f\u0938 \u092c\u0948\u0902\u0915\u093f\u0902\u0917 \u090f\u0938\u094b\u0938\u093f\u090f\u0936\u0928 \u0926\u094d\u0935\u093e\u0930\u093e \u091c\u093e\u0930\u0940 &quot;\u0935\u093f\u0924\u094d\u0924\u0940\u092f \u0938\u093e\u0927\u0928\u094b\u0902 \u0915\u0947 \u0935\u094d\u092f\u093e\u092a\u093e\u0930 \u092e\u0947\u0902 \u0928\u093f\u0939\u093f\u0924 \u091c\u094b\u0916\u093f\u092e&quot; \u0928\u093e\u092e\u0915 \u090f\u0915 \u092c\u094d\u0930\u094b\u0936\u0930 \u0916\u0941\u0926\u0930\u093e \u0914\u0930 \u092a\u0947\u0936\u0947\u0935\u0930 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u094b \u0916\u093e\u0924\u093e \u0916\u094b\u0932\u0924\u0947 \u0938\u092e\u092f \u0914\u0930 \u0905\u0928\u0941\u0930\u094b\u0927 \u0915\u0930\u0928\u0947 \u092a\u0930 \u0915\u093f\u0938\u0940 \u092d\u0940 \u0938\u092e\u092f \u0909\u092a\u0932\u092c\u094d\u0927 \u0915\u0930\u093e\u092f\u093e \u091c\u093e\u0924\u093e \u0939\u0948\u0964 \u092f\u0939 \u091c\u093e\u0928\u0915\u093e\u0930\u0940 \u0938\u094d\u0935\u093f\u0938 \u092c\u0948\u0902\u0915\u093f\u0902\u0917 \u090f\u0938\u094b\u0938\u093f\u090f\u0936\u0928 \u0915\u0940 \u0935\u0947\u092c\u0938\u093e\u0907\u091f www.swissbanking.ch\/en\/downloads \u092a\u0930 \u092d\u0940 \u0909\u092a\u0932\u092c\u094d\u0927 \u0939\u0948\u0964<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u0907\u0938\u0915\u0947 \u0905\u0924\u093f\u0930\u093f\u0915\u094d\u0924, \u092c\u0948\u0902\u0915 \u0905\u092a\u0928\u0947 \u0938\u092d\u0940 \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u094b &quot;\u092e\u093e\u0928\u0915\u0940\u0915\u0943\u0924 \u0914\u0930 \u0917\u0948\u0930-\u092e\u093e\u0928\u0915\u0940\u0915\u0943\u0924 \u0921\u0947\u0930\u093f\u0935\u0947\u091f\u093f\u0935\/\u0938\u0902\u0930\u091a\u093f\u0924 \u0909\u0924\u094d\u092a\u093e\u0926\u094b\u0902 \u0914\u0930 \u0935\u093f\u0936\u0947\u0937 \u091c\u094b\u0916\u093f\u092e 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class=\"wp-block-paragraph\">\u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938 \u090f\u0915 \u0910\u0938\u093e \u0938\u0940\u0906\u0930\u090f\u092e \u092a\u094d\u0930\u0926\u093e\u0928 \u0915\u0930\u0915\u0947 \u090f\u092b\u0906\u0908\u090f\u0928\u090f\u0938\u090f \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e \u0915\u094b \u0938\u094d\u0935\u091a\u093e\u0932\u093f\u0924 \u0915\u0930\u0928\u0947 \u092e\u0947\u0902 \u092e\u0926\u0926 \u0915\u0930 \u0938\u0915\u0924\u093e \u0939\u0948 \u091c\u093f\u0938\u092e\u0947\u0902 \u0938\u092d\u0940 \u0906\u0935\u0936\u094d\u092f\u0915 \u091c\u093e\u0928\u0915\u093e\u0930\u0940 \u0914\u0930 \u0926\u0938\u094d\u0924\u093e\u0935\u0947\u091c \u0936\u093e\u092e\u093f\u0932 \u0939\u094b\u0902\u0964. <a href=\"https:\/\/www.investglass.com\/hi\/%e0%a4%ab%e0%a4%bf%e0%a4%a8%e0%a5%8d%e0%a4%b8%e0%a4%be-%e0%a4%95%e0%a5%87-%e0%a4%b2%e0%a4%bf%e0%a4%8f-%e0%a4%b8%e0%a5%80%e0%a4%86%e0%a4%b0%e0%a4%8f%e0%a4%ae\/\">\u0907\u0928\u094d\u0935\u0947\u0938\u094d\u091f\u0917\u094d\u0932\u093e\u0938 \u0915\u093e \u0938\u0940\u0906\u0930\u090f\u092e <\/a>\u0907\u0938\u0947 \u0938\u0942\u091a\u0928\u093e \u090f\u0915\u0924\u094d\u0930 \u0915\u0930\u0928\u0947 \u0914\u0930 \u0935\u094d\u092f\u0935\u0938\u094d\u0925\u093f\u0924 \u0915\u0930\u0928\u0947 \u0915\u0940 \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e \u0915\u094b \u0938\u0941\u0935\u094d\u092f\u0935\u0938\u094d\u0925\u093f\u0924 \u0915\u0930\u0928\u0947 \u0915\u0947 \u0932\u093f\u090f \u0921\u093f\u091c\u093c\u093e\u0907\u0928 \u0915\u093f\u092f\u093e \u0917\u092f\u093e \u0939\u0948, \u0914\u0930 \u0907\u0938\u092e\u0947\u0902 \u0915\u0908 \u0910\u0938\u0940 \u0938\u0941\u0935\u093f\u0927\u093e\u090f\u0901 \u0936\u093e\u092e\u093f\u0932 \u0939\u0948\u0902 \u091c\u094b FINSA \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0915\u094b \u092a\u094d\u0930\u092c\u0902\u0927\u093f\u0924 \u0915\u0930\u0928\u093e \u0906\u0938\u093e\u0928 \u092c\u0928\u093e\u0924\u0940 \u0939\u0948\u0902\u0964 \u0909\u0926\u093e\u0939\u0930\u0923 \u0915\u0947 \u0932\u093f\u090f, InvestGlass \u0909\u092a\u092f\u094b\u0917\u0915\u0930\u094d\u0924\u093e\u0913\u0902 \u0915\u094b \u0917\u094d\u0930\u093e\u0939\u0915\u094b\u0902 \u0915\u0947 \u0938\u093e\u0925 \u092c\u093e\u0924\u091a\u0940\u0924 \u0915\u094b \u091f\u094d\u0930\u0948\u0915 \u0915\u0930\u0928\u0947, \u0917\u094d\u0930\u093e\u0939\u0915 \u0926\u0938\u094d\u0924\u093e\u0935\u0947\u091c\u093c\u094b\u0902 \u0915\u094b \u092a\u094d\u0930\u092c\u0902\u0927\u093f\u0924 \u0915\u0930\u0928\u0947 \u0914\u0930 \u0930\u093f\u092a\u094b\u0930\u094d\u091f \u0924\u0948\u092f\u093e\u0930 \u0915\u0930\u0928\u0947 \u0915\u0940 \u0905\u0928\u0941\u092e\u0924\u093f \u0926\u0947\u0924\u093e \u0939\u0948\u0964 \u0907\u0938\u0915\u0947 \u0905\u0932\u093e\u0935\u093e, InvestGlass \u0915\u093e CRM FINSA \u0915\u0940 \u0911\u0928\u0932\u093e\u0907\u0928 \u092b\u093e\u0907\u0932\u093f\u0902\u0917 \u092a\u094d\u0930\u0923\u093e\u0932\u0940 \u0915\u0947 \u0938\u093e\u0925 \u090f\u0915\u0940\u0915\u0943\u0924 \u0939\u0948, \u091c\u093f\u0938\u0938\u0947 \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0938\u0902\u092c\u0902\u0927\u0940 \u0930\u093f\u092a\u094b\u0930\u094d\u091f \u0926\u093e\u0916\u093f\u0932 \u0915\u0930\u0928\u093e \u0906\u0938\u093e\u0928 \u0939\u094b \u091c\u093e\u0924\u093e \u0939\u0948\u0964 \u092a\u0930\u093f\u0923\u093e\u092e\u0938\u094d\u0935\u0930\u0942\u092a, InvestGlass FINSA \u0906\u0935\u0936\u094d\u092f\u0915\u0924\u093e\u0913\u0902 \u0915\u0947 \u0905\u0928\u0941\u092a\u093e\u0932\u0928 \u0915\u0940 \u092a\u094d\u0930\u0915\u094d\u0930\u093f\u092f\u093e \u0915\u094b \u0915\u093e\u092b\u0940 \u0938\u0930\u0932 \u092c\u0928\u093e \u0938\u0915\u0924\u093e \u0939\u0948\u0964.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong><em><span style=\"text-decoration: underline;\">\u092f\u0939 \u0915\u093e\u0928\u0942\u0928\u0940 \u0938\u0932\u093e\u0939 \u0928\u0939\u0940\u0902 \u0939\u0948: \u0915\u0943\u092a\u092f\u093e \u0905\u092a\u0928\u0947 \u0915\u093e\u0928\u0942\u0928\u0940 \u0938\u0932\u093e\u0939\u0915\u093e\u0930 \u0938\u0947 \u092a\u0930\u093e\u092e\u0930\u094d\u0936 \u0932\u0947\u0902\u0964.<\/span><\/em><\/strong><\/p>","protected":false},"excerpt":{"rendered":"<p>THIS IS NOT A LEGAL ADVICE &#8211; PLEASE CONSULT YOUR OWN LEGAL ADVISOR. As of January 1, 2018, the Financial Services Act (FinSA) came into effect in Switzerland (Federal Council shall regulate new details). The new act replaces the old Banking Act and regulates all financial services providers in Switzerland. The main purpose of the [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":34424,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[288,295,296,72],"class_list":["post-34423","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-client-life-cycle","tag-fidleg","tag-financial-services-act","tag-finsa"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.6.1 (Yoast SEO v27.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to implement FINSA? | InvestGlass<\/title>\n<meta name=\"description\" content=\"Only FINMA-approved providers get licensed. 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