{"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":"finsa%e3%81%ae%e5%b0%8e%e5%85%a5%e6%96%b9%e6%b3%95","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ja\/how-to-implement-finsa\/","title":{"rendered":"FINSA\u3092\u5c0e\u5165\u3059\u308b\u306b\u306f\uff1f"},"content":{"rendered":"<p class=\"wp-block-paragraph\"><strong><em><span style=\"text-decoration: underline;\">\u3053\u308c\u306f\u6cd5\u7684\u306a\u30a2\u30c9\u30d0\u30a4\u30b9\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002.<\/span><\/em><\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2018\u5e741\u67081\u65e5\u4ed8\u3067\u3001\u30b9\u30a4\u30b9\u3067\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u6cd5\uff08FinSA\uff09\u304c\u65bd\u884c\u3055\u308c\u305f\uff08\u9023\u90a6\u8a55\u8b70\u4f1a\u306f\u65b0\u305f\u306a\u8a73\u7d30\u3092\u898f\u5236\u3059\u308b\u3082\u306e\u3068\u3059\u308b\uff09\u3002\u3053\u306e\u65b0\u6cd5\u306f\u65e7\u9280\u884c\u6cd5\u306b\u4ee3\u308f\u308b\u3082\u306e\u3067\u3001\u30b9\u30a4\u30b9\u306e\u3059\u3079\u3066\u306e\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u4e8b\u696d\u8005\u3092\u898f\u5236\u3057\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">FinSA\u306e\u4e3b\u306a\u76ee\u7684\u306f\u3001\u9069\u683c\u3067\u8a55\u5224\u306e\u826f\u3044\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u306e\u307f\u304c\u30b9\u30a4\u30b9\u3067\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3067\u304d\u308b\u3088\u3046\u306b\u3059\u308b\u3053\u3068\u3067\u3001\u6d88\u8cbb\u8005\u3092\u4fdd\u8b77\u3059\u308b\u3053\u3068\u3067\u3059\u3002\u30b9\u30a4\u30b9\u3067\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u30fb\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3068\u3057\u3066\u6d3b\u52d5\u3059\u308b\u306b\u306f\u3001\u30b9\u30a4\u30b9\u306e\u91d1\u878d\u898f\u5236\u5f53\u5c40\u3067\u3042\u308bFINMA\u304b\u3089\u30e9\u30a4\u30bb\u30f3\u30b9\u3092\u53d6\u5f97\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u306b\u3088\u308b\u3068\u00a0<a href=\"https:\/\/www.finma.ch\/en\/documentation\/legal-basis\/laws-and-ordinances\/finanzdienstleistungen\/?utm_source=chatgpt.com\">\u30d5\u30a3\u30f3\u30de\u30fc<\/a>, \u304a\u3088\u305d\u00a0<strong>2,000 - 2,500<\/strong>\u00a02020\u5e74\u306e\u65bd\u884c\u4ee5\u6765\u3001\u30b9\u30a4\u30b9\u306e\u91d1\u878d\u4f1a\u793e\u306fFinSA\u898f\u5236\u306e\u5f71\u97ff\u3092\u53d7\u3051\u3066\u3044\u308b\u30022022\u5e74\u73fe\u5728\u3001\u30b9\u30a4\u30b9\u3067\u306f\u00a0<strong>1,500\u4eba\u306e\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc<\/strong>\u00a0\u306b\u767b\u9332\u3057\u3066\u3044\u308b\u3002\u00a0<strong>\u30d5\u30a1\u30a4\u30ca\u30f3\u30b7\u30e3\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u767b\u9332\uff08Beraterregister\uff09<\/strong>\u00a0\u3092\u9075\u5b88\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002\u3092\u8d85\u3048\u308b\u8cc7\u7523\u3092\u7ba1\u7406\u3059\u308b\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u30fb\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u00a0<strong>1,000\u4e07\u30b9\u30a4\u30b9\u30d5\u30e9\u30f3<\/strong>\u00a0(\u7d041,120\u4e07\u7c73\u30c9\u30eb\uff09\u306fFINMA\u304b\u3089\u30e9\u30a4\u30bb\u30f3\u30b9\u3092\u53d6\u5f97\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002FinSA\u306b\u5f93\u308f\u306a\u3044\u5834\u5408\u3001\u6700\u9ad8\u3067\u4ee5\u4e0b\u306e\u7f70\u5247\u304c\u79d1\u3055\u308c\u308b\u3002\u00a0<strong>500,000\u30b9\u30a4\u30b9\u30d5\u30e9\u30f3<\/strong>\u00a0(\u7d0456\u4e07\u7c73\u30c9\u30eb\uff09\u3002\u3055\u3089\u306b\u3001\u3053\u306e\u898f\u5236\u306f\u6295\u8cc7\u5bb6\u4fdd\u8b77\u3092\u5f37\u5316\u3059\u308b\u3082\u306e\u3067\u3042\u308b\u3002\u00a0<strong>450\u4e07\u4eba\u306e\u500b\u4eba\u6295\u8cc7\u5bb6<\/strong>\u00a0\u91d1\u878d\u5546\u54c1\u3068\u30b5\u30fc\u30d3\u30b9\u306e\u900f\u660e\u6027\u3092\u9ad8\u3081\u308b\u3053\u3068\u306b\u3088\u3063\u3066\u3001\u30b9\u30a4\u30b9\u306e.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u53b3\u683c\u306a\u8cc7\u683c\u3092\u6e80\u305f\u3057\u3001\u53b3\u683c\u306a\u898f\u5247\u3068\u898f\u5236\u3092\u9075\u5b88\u3059\u308b\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u306e\u307f\u304c\u3001FINMA\u304b\u3089\u30e9\u30a4\u30bb\u30f3\u30b9\u3092\u4ed8\u4e0e\u3055\u308c\u307e\u3059\u3002\u3067\u306f\u3001\u3053\u308c\u306f\u9867\u5ba2\u306b\u3068\u3063\u3066\u3069\u306e\u3088\u3046\u306a\u610f\u5473\u3092\u6301\u3064\u306e\u304b\u3001\u305d\u3057\u3066InvestGlass\u306f\u3069\u306e\u3088\u3046\u306b\u5229\u7528\u3055\u308c\u3066\u3044\u308b\u306e\u304b\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/chatgpt%e3%81%a8%e3%83%ad%e3%83%9c%e3%83%86%e3%82%a3%e3%83%83%e3%82%af%e3%83%bb%e3%83%97%e3%83%ad%e3%82%bb%e3%82%b9%e3%83%bb%e3%82%aa%e3%83%bc%e3%83%88%e3%83%a1%e3%83%bc%e3%82%b7%e3%83%a7%e3%83%b3rpa\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"1099\">\u3053\u306e\u9280\u884c\u30d7\u30ed\u30bb\u30b9\u3092\u81ea\u52d5\u5316\u3059\u308b<\/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\">\u30b9\u30a4\u30b9\u3067\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3067\u304d\u308b\u306e\u306f\u3001\u8a8d\u53ef\u3092\u53d7\u3051\u305f\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3060\u3051\u3067\u3059\u3002FINMA\u304b\u3089\u30e9\u30a4\u30bb\u30f3\u30b9\u3092\u53d6\u5f97\u3057\u305f\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u306f\u3059\u3079\u3066\u3001FINSA\u306e\u898f\u5236\u3092\u9075\u5b88\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3059\u308b\u305f\u3081\u3001\u5b9a\u671f\u7684\u306a\u691c\u67fb\u3092\u53d7\u3051\u3066\u3044\u307e\u3059\u3002\u9867\u5ba2\u306f\u3001\u30e9\u30a4\u30bb\u30f3\u30b9\u3092\u53d6\u5f97\u3057\u305f\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3068\u53d6\u5f15\u3059\u308b\u3053\u3068\u3067\u3001\u4fe1\u983c\u3067\u304d\u308b\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3068\u53d6\u5f15\u3057\u3066\u3044\u308b\u3068\u3044\u3046\u5b89\u5fc3\u611f\u3092\u5f97\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u6cd5\uff08FinSA\uff09\u306f\u3001\u30b9\u30a4\u30b9\u306e\u3059\u3079\u3066\u306e\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u696d\u8005\u306b\u9069\u7528\u3055\u308c\u307e\u3059\u3002\u3053\u308c\u306b\u306f\u3001\u9280\u884c\u3001\u4fdd\u967a\u4f1a\u793e\u3001\u8cc7\u7523\u904b\u7528\u4f1a\u793e\u3001\u305d\u306e\u4ed6\u6d88\u8cbb\u8005\u306b\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u3042\u3089\u3086\u308b\u4f01\u696d\u304c\u542b\u307e\u308c\u308b\u3002. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">FinSA\u306e\u30a6\u30a7\u30d6\u30b5\u30a4\u30c8\u3067\u306f\u3001\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u306b\u95a2\u3059\u308b\u30b9\u30a4\u30b9\u9023\u90a6\u6cd5\uff08FinSA\uff09\u304b\u3089\u751f\u3058\u308b\u6700\u65b0\u306e\u8981\u4ef6\u3084\u30012022\u5e741\u67081\u65e5\u4ee5\u964d\u306b\u9280\u884c\u304c\u5b9f\u65bd\u3059\u308b\u63aa\u7f6e\u306b\u95a2\u3059\u308b\u60c5\u5831\u3092\u63d0\u4f9b\u3057\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u8a18\u4e8b\u3067\u306f\u3001FinSa\u306e\u4e3b\u8981\u306a\u5074\u9762\u3068\u3001InvestGlass CRM\u3068PMS\u304c\u3069\u306e\u3088\u3046\u306b\u305d\u308c\u3089\u306e\u8ab2\u984c\u3092\u89e3\u6c7a\u3057\u3066\u3044\u308b\u304b\u3092\u7d39\u4ecb\u3057\u307e\u3059\u3002. <\/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\">\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u6cd5 FinSa - \u5b9a\u7fa9<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u6cd5\u3067\u306f\u3001\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u3068\u306f\u4ee5\u4e0b\u306e\u3082\u306e\u3092\u6307\u3059\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u91d1\u878d\u5546\u54c1\u306e\u53d6\u5f97\u307e\u305f\u306f\u51e6\u5206;<\/li>\n\n\n\n<li>\u91d1\u878d\u5546\u54c1\u306e\u6ce8\u6587\u306e\u53d7\u4fe1\u3068\u9001\u4fe1\uff1b;<\/li>\n\n\n\n<li>\u91d1\u878d\u5546\u54c1\u306e\u7ba1\u7406\u304a\u3088\u3073\u4e00\u4efb <a data-wpil-monitor-id=\"451\" href=\"https:\/\/www.investglass.com\/ja\/%e3%83%9d%e3%83%bc%e3%83%88%e3%83%95%e3%82%a9%e3%83%aa%e3%82%aa%e3%81%ae%e7%ae%a1%e7%90%86\/\" target=\"_blank\" rel=\"noopener\">\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406<\/a> \u96c6\u4e2d\u7ba1\u7406\u3068\u3082\u547c\u3070\u308c\u308b\uff1b;<\/li>\n\n\n\n<li>\u6295\u8cc7\u52a9\u8a00\u3068\u547c\u3070\u308c\u308b\u91d1\u878d\u5546\u54c1\u53d6\u5f15\u306b\u95a2\u3059\u308b\u500b\u4eba\u7684\u63a8\u5968\u306e\u767a\u884c\uff1b;<\/li>\n\n\n\n<li>\u91d1\u878d\u5546\u54c1\u53d6\u5f15\u307e\u305f\u306f\u30ed\u30f3\u30d0\u30fc\u30c9\u30fb\u30ed\u30fc\u30f3\u306e\u8cc7\u91d1\u8abf\u9054\u306e\u305f\u3081\u306e\u30ed\u30fc\u30f3\u4f9b\u4e0e\u3002.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u878d\u5546\u54c1\u3068\u306f\u3001\u4fdd\u6709\u8005\u306b1\u3064\u307e\u305f\u306f\u8907\u6570\u306e\u539f\u8cc7\u7523\u306b\u5bfe\u3059\u308b\u91d1\u92ad\u7684\u5229\u5bb3\u3092\u4e0e\u3048\u308b\u8a3c\u5238\u307e\u305f\u306f\u305d\u306e\u4ed6\u306e\u5951\u7d04\u4e0a\u306e\u6a29\u5229\u307e\u305f\u306f\u7fa9\u52d9\u306e\u3053\u3068\u3067\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u53d6\u5f15\u6ce8\u6587\u306e\u9001\u4fe1\u3068\u306f\u3001\u4ed6\u4eba\u306b\u4ee3\u308f\u3063\u3066\u8a3c\u5238\u3092\u58f2\u8cb7\u3059\u308b\u3053\u3068\u3067\u3059\u3002\u3053\u308c\u306b\u306f\u3001\u4ed6\u4eba\u306b\u4ee3\u308f\u3063\u3066\u8a3c\u5238\u3092\u58f2\u8cb7\u3059\u308b\u305f\u3081\u306b\u91d1\u878d\u6a5f\u95a2\u306b\u6ce8\u6587\u3092\u51fa\u3059\u3053\u3068\u3082\u542b\u307e\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u500b\u4eba\u7684\u306a\u8ca1\u52d9\u63a8\u5968\u306f\u3001\u500b\u4eba\u6295\u8cc7\u5bb6\u306b\u4e0e\u3048\u3089\u308c\u308b\u6295\u8cc7\u30a2\u30c9\u30d0\u30a4\u30b9\u3067\u3059\u3002\u500b\u4eba\u7684\u306a\u8ca1\u52d9\u4e0a\u306e\u63a8\u5968\u306f\u3001\u8cc7\u683c\u3092\u6301\u3061\u767b\u9332\u3055\u308c\u305f\u6295\u8cc7\u9867\u554f\u306b\u3088\u3063\u3066\u306e\u307f\u884c\u308f\u308c\u308b\u3079\u304d\u3067\u3042\u308b\u3053\u3068\u3092\u899a\u3048\u3066\u304a\u304f\u3053\u3068\u304c\u91cd\u8981\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30ed\u30f3\u30d0\u30fc\u30c9\u30fb\u30ed\u30fc\u30f3\u306f\u3001\u91d1\u878d\u5546\u54c1\u53d6\u5f15\u306b\u5fc5\u8981\u306a\u8cc7\u91d1\u3092\u8abf\u9054\u3059\u308b\u305f\u3081\u306e\u30ed\u30fc\u30f3\u3067\u3042\u308b\u3002\u3053\u308c\u3089\u306e\u30ed\u30fc\u30f3\u306f\u901a\u5e38\u3001\u4fe1\u7528\u529b\u306e\u9ad8\u3044\u500b\u4eba\u307e\u305f\u306f\u4f01\u696d\u306b\u878d\u8cc7\u3055\u308c\u308b\u3002\u30ed\u30f3\u30d0\u30fc\u30c9\u30fb\u30ed\u30fc\u30f3\u306f\u77ed\u671f\u30ed\u30fc\u30f3\u306e\u4e00\u7a2e\u3067\u3042\u308a\u3001\u91d1\u5229\u306f\u901a\u5e38\u3001\u4ed6\u306e\u30bf\u30a4\u30d7\u306e\u30ed\u30fc\u30f3\u306b\u6bd4\u3079\u3066\u9ad8\u3044\u3002.<\/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=\"\u8336\u8272\u306e\u6728\u88fd\u306e\u8868\u9762\u306b\u4f4f\u5b85\u30ed\u30fc\u30f3\u306e\u30d6\u30ed\u30c3\u30af\" 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\">\u91d1\u878d\u5546\u54c1\u3001\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u306fFinSA\u3067\u898f\u5236\u3055\u308c\u3066\u3044\u308b\uff1a<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u6301\u5206\u8a3c\u5238\uff08\u682a\u5f0f\u3001\u914d\u5f53\u6a29\u304a\u3088\u3073\uff0f\u307e\u305f\u306f\u8b70\u6c7a\u6a29\u3092\u6709\u3059\u308b\u53c2\u52a0\u8a3c\u306a\u3069\u306e\u682a\u5f0f\u306b\u76f8\u5f53\u3059\u308b\u8a3c\u5238\u3001\u307e\u305f\u306f\u6301\u5206\u8a3c\u5238\u306b\u8ee2\u63db\u53ef\u80fd\u306a\u8a3c\u5238\uff09\uff1b;<\/li>\n\n\n\n<li>\u8ca0\u50b5\u8a3c\u5238\uff1a \u682a\u5f0f\u306b\u5206\u985e\u3055\u308c\u306a\u3044\u8a3c\u5238\uff1b;<\/li>\n\n\n\n<li>\u96c6\u56e3\u6295\u8cc7\u30b9\u30ad\u30fc\u30e0\u306e\u30e6\u30cb\u30c3\u30c8\uff1b;<\/li>\n\n\n\n<li>\u30b9\u30c8\u30e9\u30af\u30c1\u30e3\u30fc\u30c9\u5546\u54c1;<\/li>\n\n\n\n<li>\u30c7\u30ea\u30d0\u30c6\u30a3\u30d6\u3067\u3042\u308b\uff1b;<\/li>\n\n\n\n<li>\u6c11\u9593\u6295\u8cc7\u69cb\u9020\uff1b;<\/li>\n\n\n\n<li>\u511f\u9084\u4fa1\u984d\u307e\u305f\u306f\u91d1\u5229\u304c\u30ea\u30b9\u30af\u307e\u305f\u306f\u4fa1\u683c\u306b\u4f9d\u5b58\u3059\u308b\u9810\u91d1\uff08\u91d1\u5229\u30a4\u30f3\u30c7\u30c3\u30af\u30b9\u306b\u9023\u52d5\u3059\u308b\u91d1\u5229\u3092\u6301\u3064\u3082\u306e\u3092\u9664\u304f\uff09\uff1b;<\/li>\n\n\n\n<li>\u50b5\u5238\uff1a\u4e00\u5f8b\u306e\u6761\u4ef6\u306b\u5f93\u3063\u305f\u30ed\u30fc\u30f3\u5168\u4f53\u306e\u5358\u4f4d\u3002.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-the-financial-service-provider-will-inform-their-customers\">\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u30fb\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u306f\u3069\u306e\u3088\u3046\u306b\u9867\u5ba2\u306b\u77e5\u3089\u305b\u308b\u306e\u304b\uff1f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u306b\u95a2\u3059\u308b\u30b9\u30a4\u30b9\u9023\u90a6\u6cd5\u3067\u5b9a\u3081\u3089\u308c\u3066\u3044\u308b\u7fa9\u52d9\u306e\u307b\u3068\u3093\u3069\u306f\u3001\u6a5f\u95a2\u6295\u8cc7\u5bb6\u30bb\u30b0\u30e1\u30f3\u30c8\u306b\u306f\u9069\u7528\u3055\u308c\u306a\u3044\u3002\u5c02\u9580\u7684\u306a\u7d4c\u9a13\u3068\u767b\u9332\u6a5f\u95a2\u306e\u4e0b\u3067\u898f\u5236\u3055\u308c\u305f\u696d\u52d9\u304c\u9280\u884c\u3092\u5b88\u3063\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30ea\u30c6\u30fc\u30eb\u9867\u5ba2\u306b\u3068\u3063\u3066\u306f\u3001\u9867\u5ba2\u4fdd\u8b77\u304c\u3088\u308a\u91cd\u8981\u3067\u3042\u308b\u3002\u30d7\u30eb\u30c7\u30f3\u30b7\u30e3\u30eb\u30fb\u30b9\u30fc\u30d1\u30fc\u30d3\u30b8\u30e7\u30f3\u306f\u3001\u9280\u884c\u304c\u516c\u8868\u3057\u3001\u30ea\u30c6\u30fc\u30eb\u9867\u5ba2\u306b\u9001\u4ed8\u3055\u308c\u308b\u6587\u66f8\u306b\u6574\u7406\u3055\u308c\u3066\u3044\u308b\u3002\u307e\u305f\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u3001\u30d0\u30f3\u30ab\u30fc\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u62c5\u5f53\u8005\u306f\u3001\u9867\u5ba2\u4fdd\u8b77\u306e\u95be\u5024\u306b\u6cbf\u308f\u306a\u3044\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u898b\u76f4\u3059\u305f\u3081\u306b\u3001\u3059\u3079\u3066\u306e\u95a2\u9023\u60c5\u5831\u3092\u5099\u3048\u305f\u30c0\u30c3\u30b7\u30e5\u30dc\u30fc\u30c9\u3092\u697d\u3057\u3080\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002InvestGlass\u306f\u3053\u308c\u3089\u306e\u6587\u66f8\u3068\u81ea\u52d5\u5316\u3055\u308c\u305f\u8b66\u544a\u3092\u4f5c\u6210\u3057\u307e\u3059\u3002.<\/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\">\u30a4\u30f3\u30d9\u30b9\u30c8\u30b0\u30e9\u30b9\u306e\u30ea\u30b9\u30af\u691c\u77e5<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-general-information-and-financial-institutions-acts-should-be-disclosed\">\u4e00\u822c\u7684\u306a\u60c5\u5831\u3068\u91d1\u878d\u6a5f\u95a2\u306e\u884c\u70ba\u306f\u958b\u793a\u3055\u308c\u308b\u3079\u304d\u3067\u3042\u308b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u9280\u884c\u3084\u30d6\u30ed\u30fc\u30ab\u30fc\u306f\u3001\u30b9\u30a4\u30b9\u306e\u76e3\u7763\u4e0b\u306b\u3042\u308b\u3053\u3068\u3092\u8a18\u9332\u3057\u3001\u793a\u3055\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/%e6%9c%80%e3%82%82%e5%8a%b9%e6%9e%9c%e7%9a%84%e3%81%aa5%e3%81%a4%e3%81%ae%e9%87%91%e8%9e%8d%e3%82%b5%e3%83%bc%e3%83%93%e3%82%b9%e3%83%bb%e3%83%9e%e3%83%bc%e3%82%b1%e3%83%86%e3%82%a3%e3%83%b3%e3%82%b0\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"452\">\u91d1\u878d\u5e02\u5834<\/a> \u76e3\u7763\u5f53\u5c40\u300cFINMA\u300d\u3002\u8a73\u7d30\u306b\u3064\u3044\u3066\u306f\u3001Laupenstrasse 27, CH-3003 Berne, Switzerland\u307e\u305f\u306f\u30a6\u30a7\u30d6\u30b5\u30a4\u30c8www.finma.ch\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-financial-services-under-the-swiss-financial-services-act-finsa\">\u30b9\u30a4\u30b9\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u6cd5\uff08FinSA\uff09\u306b\u57fa\u3065\u304f\u91d1\u878d\u30b5\u30fc\u30d3\u30b9<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u305d\u306e\u4e0a\u3067\u3001\u91d1\u878d\u6a5f\u95a2\u306f\u3001\u30ea\u30c6\u30fc\u30eb\u9867\u5ba2\u3001\u500b\u4eba\u9867\u5ba2\u3001\u6a5f\u95a2\u6295\u8cc7\u5bb6\u3001\u30d7\u30ed\u30d5\u30a7\u30c3\u30b7\u30e7\u30ca\u30eb\u9867\u5ba2\u3001\u5916\u56fd\u4eba\u9867\u5ba2\u3092\u5bfe\u8c61\u3068\u3057\u3066\u63d0\u4f9b\u3059\u308b\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u793a\u3059\u3079\u304d\u3067\u3042\u308b\u3002\u4f8b\u3048\u3070<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4e00\u4efb\u904b\u7528\u59d4\u8a17 - \u9867\u5ba2\u306e\u8cc7\u7523\u306f\u30e2\u30c7\u30eb\u30fb\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30c4\u30fc\u30eb\u3067\u904b\u7528\u3055\u308c\u308b\u3002\u6295\u8cc7\u3068\u30ea\u30d0\u30e9\u30f3\u30b9\u306e\u30d7\u30ed\u30b0\u30e9\u30e0\u306f\u6a19\u6e96\u5316\u3055\u308c\u3066\u3044\u308b\u3002.<\/li>\n\n\n\n<li>\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u5168\u4f53\u306e\u6295\u8cc7\u9867\u554f\u5951\u7d04\u3068\u306f\u3001\u91d1\u878d\u6a5f\u95a2\u304c\u9867\u5ba2\u306e\u305f\u3081\u306b\u3059\u3079\u3066\u306e\u6295\u8cc7\u6c7a\u5b9a\u3092\u884c\u3046\u3053\u3068\u306b\u540c\u610f\u3059\u308b\u3053\u3068\u3067\u3042\u308b\u3002\u3053\u308c\u306b\u306f\u3001\u3069\u306e\u6709\u4fa1\u8a3c\u5238\u3092\u58f2\u8cb7\u3059\u308b\u304b\u3001\u307e\u305f\u3001\u3044\u3064\u305d\u306e\u3088\u3046\u306a\u610f\u601d\u6c7a\u5b9a\u3092\u884c\u3046\u304b\u3092\u6c7a\u5b9a\u3059\u308b\u3053\u3068\u304c\u542b\u307e\u308c\u308b\u3002\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u53d6\u5f15\u30de\u30f3\u30c7\u30fc\u30c8\u306f\u3001\u91d1\u878d\u6a5f\u95a2\u304c\u9867\u5ba2\u306e\u305f\u3081\u306b\u7279\u5b9a\u306e\u91d1\u878d\u5546\u54c1\u53d6\u5f15\u306b\u95a2\u3059\u308b\u63a8\u5968\u3092\u884c\u3046\u3053\u3068\u306b\u540c\u610f\u3059\u308b\u5834\u5408\u3067\u3042\u308b\u3002\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u90e8\u9580\u306f\u3001CRM\u306e\u30d5\u30a3\u30fc\u30eb\u30c9\u304b\u3089\u76f4\u63a5FINSA\u5206\u985e\u3067\u60c5\u5831\u3092\u53ce\u96c6\u3057\u3001\u9069\u5408\u6027\u3068\u9069\u5207\u306a\u975e\u4e92\u63db\u6027\u3092\u691c\u51fa\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3082\u3057\u9867\u5ba2\u304c\u305d\u308c\u3092\u53d7\u3051\u5165\u308c\u305f\u5834\u5408\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u30aa\u30fc\u30d0\u30fc\u30e9\u30a4\u30c9\u3068\u547c\u3070\u308c\u308b\u4f8b\u5916\u3092\u9069\u7528\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u30aa\u30fc\u30d0\u30fc\u30e9\u30a4\u30c9\u306f\u53ce\u96c6\u3055\u308c\u3001\u30b3\u30f3\u30bf\u30af\u30c8\u30fb\u30ec\u30dd\u30fc\u30c8\u306b\u8a18\u9332\u3055\u308c\u307e\u3059\u3002.<\/li>\n\n\n\n<li>\u6709\u4fa1\u8a3c\u5238\u306e\u6ce8\u6587\u306e\u53d7\u4ed8\u3084\u9001\u4fe1\u306a\u3069\u3001\u500b\u4eba\u7684\u306a\u8ca1\u52d9\u63a8\u5968\u4ee5\u5916\u306e\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u91d1\u878d\u6a5f\u95a2\u306f\u3001\u9867\u5ba2\u306b\u5bfe\u3057\u3066\u3053\u306e\u60c5\u5831\u3092\u958b\u793a\u3059\u308b\u3053\u3068\u304c\u7fa9\u52d9\u4ed8\u3051\u3089\u308c\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u30d1\u30f3\u30d5\u30ec\u30c3\u30c8\u3067\u306f\u3001\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u6cd5\uff08FinSA\uff09\u306e\u6982\u8981\u3068\u3001\u5f53\u884c\u304c\u65b0\u898f\u5236\u306b\u3069\u306e\u3088\u3046\u306b\u5bfe\u5fdc\u3057\u3066\u3044\u304f\u304b\u3092\u8aac\u660e\u3057\u3066\u3044\u307e\u3059\u3002.<\/li>\n\n\n\n<li>\u30ed\u30f3\u30d0\u30fc\u30c9\u30fb\u30ed\u30fc\u30f3\u306f\u77ed\u671f\u30ed\u30fc\u30f3\u306e\u4e00\u7a2e\u3067\u3042\u308a\u3001\u91d1\u5229\u306f\u901a\u5e38\u3001\u4ed6\u306e\u30bf\u30a4\u30d7\u306e\u30ed\u30fc\u30f3\u306b\u6bd4\u3079\u3066\u9ad8\u3044\u3002.<\/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\">\u30a4\u30f3\u30d9\u30b9\u30c8\u30b0\u30e9\u30b9\u306e\u59a5\u5f53\u6027\u691c\u51fa<\/figcaption><\/figure>\n<\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"h-who-is-the-mediation-body-of-the-financial-services-act\">\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u6cd5\u306e\u8abf\u505c\u6a5f\u95a2\u3068\u306f\uff1f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u6295\u8cc7\u5bb6\u306f\u30b9\u30a4\u30b9\u9280\u884c\u30aa\u30f3\u30d6\u30ba\u30de\u30f3\u306b\u81ea\u7531\u306b\u554f\u3044\u5408\u308f\u305b\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u3002\u9280\u884c\u304c\u52a0\u76df\u3059\u308b\u8abf\u505c\u6a5f\u95a2\u3067\u3042\u308a\u3001\u6240\u5728\u5730\u306fBahnhofplatz 9, P.O. Box, CH-8021 Zurich, onbudsman's office\u3067\u3059\u3002\u8abf\u505c\u624b\u7d9a\u304d\u3001\u304a\u3088\u3073\u3059\u3079\u3066\u306e\u9069\u5207\u306a\u60c5\u5831\u306f\u3001\u4ee5\u4e0b\u306e\u30a6\u30a7\u30d6\u30b5\u30a4\u30c8www.bankingombudsman.ch\u3002\u8abf\u505c\u624b\u7d9a\u304d\u306f\u30aa\u30f3\u30d6\u30ba\u30de\u30f3\u304c\u62c5\u5f53\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-which-client-segmentation-is-defined\">\u3069\u306e\u9867\u5ba2\u30bb\u30b0\u30e1\u30f3\u30c6\u30fc\u30b7\u30e7\u30f3\u304c\u5b9a\u7fa9\u3055\u308c\u3066\u3044\u307e\u3059\u304b\uff1f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b9\u30a4\u30b9\u9023\u90a6\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u6cd5\u3067\u306f\u3001\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u63d0\u4f9b\u8005\u3067\u3042\u308b\u9280\u884c\u3084\u30d6\u30ed\u30fc\u30ab\u30fc\u306f\u3001\u5404\u9867\u5ba2\u3092\u4ee5\u4e0b\u306e3\u3064\u306e\u30bb\u30b0\u30e1\u30f3\u30c8\u306e\u3044\u305a\u308c\u304b\u306b\u5272\u308a\u5f53\u3066\u308b\u3053\u3068\u304c\u7fa9\u52d9\u4ed8\u3051\u3089\u308c\u3066\u3044\u308b\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u4e00\u822c\u306b\u30ea\u30c6\u30fc\u30eb\u9867\u5ba2\u3068\u547c\u3070\u308c\u308b\u500b\u4eba\u3001,<\/li>\n\n\n\n<li>\u30d7\u30ed\u306e\u9867\u5ba2\u307e\u305f\u306f\u6a5f\u95a2\u6295\u8cc7\u5bb6<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u5206\u985e\u306f\u3001\u4ee5\u4e0b\u306e\u539f\u5247\u306b\u57fa\u3065\u3044\u3066\u884c\u308f\u308c\u308b\uff1a&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u500b\u4eba\u9867\u5ba2\u3068\u306f\u3001\u30d7\u30ed\u306e\u6295\u8cc7\u5bb6\u3067\u3082\u6a5f\u95a2\u6295\u8cc7\u5bb6\u3067\u3082\u306a\u3044\u9867\u5ba2\u306e\u3053\u3068\u3067\u3042\u308b\uff1b;<\/li>\n\n\n\n<li>\u30d7\u30ed\u30d5\u30a7\u30c3\u30b7\u30e7\u30ca\u30eb\u30fb\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u3068\u306f\u3001\u5c02\u9580\u7684\u306a\u8ca1\u52d9\u696d\u52d9\u3092\u884c\u3046\u4f01\u696d\u3001\u8077\u57df\u5e74\u91d1\u6a5f\u95a2\u3001\u516c\u6cd5\u6a5f\u95a2\u306a\u3069\u3001\u91d1\u878d\u5206\u91ce\u306b\u304a\u3044\u3066\u9ad8\u5ea6\u306a\u77e5\u8b58\u3068\u7d4c\u9a13\u3092\u6709\u3059\u308b\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u3053\u3068\u3067\u3042\u308b\uff1b;<\/li>\n\n\n\n<li>\u6a5f\u95a2\u6295\u8cc7\u5bb6\u3068\u306f\u3001\u9280\u884c\u3001\u96c6\u56e3\u6295\u8cc7\u30b9\u30ad\u30fc\u30e0\u3001\u4fdd\u967a\u4f1a\u793e\u3001\u305d\u306e\u4ed6\u30b9\u30a4\u30b9\u56fd\u5185\u5916\u3067\u30d7\u30eb\u30c7\u30f3\u30b7\u30e3\u30eb\u76e3\u7763\u3092\u53d7\u3051\u308b\u91d1\u878d\u4ef2\u4ecb\u6a5f\u95a2\u306a\u3069\u3001\u305d\u306e\u5730\u4f4d\u3001\u69cb\u9020\u3001\u8cc7\u91d1\u529b\u304b\u3089\u3001\u91d1\u878d\u5206\u91ce\u306b\u304a\u3044\u3066\u9ad8\u5ea6\u306a\u5c02\u9580\u6027\u3092\u6709\u3059\u308b\u3068\u307f\u306a\u3055\u308c\u308b\u9867\u5ba2\u3092\u6307\u3059\u3002.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u5b9a\u7fa9\u306f\u9280\u884c\u306b\u3088\u3063\u3066\u82e5\u5e72\u7570\u306a\u308b\u3053\u3068\u304c\u3042\u308b\u3002\u30d7\u30ed\u30d5\u30a7\u30c3\u30b7\u30e7\u30ca\u30eb\u306e\u9867\u5ba2\u306f\u3001\u77e5\u8b58\u30fb\u7d4c\u9a13\u306e\u30ec\u30d9\u30eb\u3084\u8ca1\u52d9\u4e0a\u306e\u640d\u5931\u3092\u8ca0\u62c5\u3059\u308b\u80fd\u529b\u304b\u3089\u3001\u30ea\u30c6\u30fc\u30eb\u9867\u5ba2\u3088\u308a\u3082\u6295\u8cc7\u5bb6\u4fdd\u8b77\u306e\u30ec\u30d9\u30eb\u304c\u4f4e\u3044\u6d17\u7df4\u3055\u308c\u305f\u6295\u8cc7\u5bb6\u3068\u307f\u306a\u3055\u308c\u307e\u3059\u3002.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u500b\u4eba\u9867\u5ba2\u306f\u3001\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u6cd5\uff08FinSA\uff09\u306e\u4e0b\u3067\u6700\u9ad8\u30ec\u30d9\u30eb\u306e\u4fdd\u8b77\u3092\u53d7\u3051\u3066\u3044\u308b\u3002\u500b\u4eba\u9867\u5ba2\u3068\u306f\u3001\u30d7\u30ed\u306e\u6295\u8cc7\u5bb6\u3067\u3082\u6a5f\u95a2\u6295\u8cc7\u5bb6\u3067\u3082\u306a\u3044\u9867\u5ba2\u3068\u5b9a\u7fa9\u3055\u308c\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d7\u30ed\u9867\u5ba2\u3084\u6a5f\u95a2\u6295\u8cc7\u5bb6\u3078\u306e\u4fdd\u8b77\u30ec\u30d9\u30eb\u306e\u5f15\u304d\u4e0b\u3052\u3068\u5206\u985e\u306e\u5909\u66f4\u306f\u3001\u9867\u5ba2\u4fdd\u8b77\u306b\u5909\u5316\u3092\u3082\u305f\u3089\u3057\u3066\u3044\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u307e\u305f\u306f\u30d7\u30ed\u30d5\u30a7\u30c3\u30b7\u30e7\u30ca\u30eb\u306b\u5206\u985e\u3055\u308c\u305f\u9867\u5ba2\u304c\u3001\u3088\u308a\u4f4e\u3044\u4fdd\u8b77\u30ec\u30d9\u30eb\u3092\u63d0\u4f9b\u3059\u308b\u30bb\u30b0\u30e1\u30f3\u30c8\u306b\u5206\u985e\u3055\u308c\u308b\u3053\u3068\u3092\u5e0c\u671b\u3057\u3001\u3053\u306e\u70b9\u306b\u95a2\u3057\u3066\u5b9a\u3081\u3089\u308c\u305f\u6761\u4ef6\u3092\u6e80\u305f\u3059\u5834\u5408\u3001\u9867\u5ba2\u306f\u62c5\u5f53\u306e\u9280\u884c\u54e1\u307e\u305f\u306f\u55b6\u696d\u62c5\u5f53\u8005\u306b\u305d\u306e\u65e8\u3092\u4f1d\u3048\u308b\u5fc5\u8981\u304c\u3042\u308b\u3002\u62c5\u5f53\u8005\u306f\u3001\u5206\u985e\u306e\u30aa\u30d7\u30c8\u30a2\u30a6\u30c8\u7528\u7d19\u3092\u63d0\u4f9b\u3059\u308b\u3002\u3053\u308c\u306f\u3001\u4fdd\u967a\u306e\u9069\u5408\u6027\u304a\u3088\u3073\u9069\u5207\u6027\u306b\u5f71\u97ff\u3059\u308b\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/%e3%83%9d%e3%83%bc%e3%83%88%e3%83%95%e3%82%a9%e3%83%aa%e3%82%aa%e3%83%bb%e3%82%b9%e3%83%88%e3%83%ac%e3%82%b9%e3%83%86%e3%82%b9%e3%83%88\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"453\">\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u304b\u3089\u306e\u30c6\u30b9\u30c8<\/a> \u30c4\u30fc\u30eb\u3084CRM\u3068\u306e\u3084\u308a\u3068\u308a\u3082\u9055\u3063\u3066\u304f\u308b\u3060\u308d\u3046\u3002.&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\">\u30a4\u30f3\u30d9\u30b9\u30c8\u30b0\u30e9\u30b9CRM<\/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\">InvestGlass\u30b9\u30a4\u30b9\u30fb\u30af\u30e9\u30a6\u30c9\u30fb\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306e\u4ed8\u52a0\u4fa1\u5024\u306e\u4e2d\u6838\u306f\u3001\u9069\u5408\u6027\u3068\u59a5\u5f53\u6027\u306e\u691c\u8a3c\u3067\u3059\u3002<\/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\">\u4e00\u4efb\u30a2\u30bb\u30c3\u30c8\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u30fb\u30de\u30f3\u30c7\u30fc\u30c8<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u9867\u5ba2\u304c\u5f53\u884c\u306b\u8cc7\u7523\u904b\u7528\u306e\u4e00\u4efb\u3092\u4e0e\u3048\u305f\u5834\u5408\u3001\u5f53\u884c\u306f\u4ee5\u4e0b\u306e\u3053\u3068\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002 <em>\u6295\u8cc7\u6226\u7565<\/em> \u9867\u5ba2\u306e\u30ea\u30b9\u30af\u30fb\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3092\u8003\u616e\u3057\u305f\u4e0a\u3067\u3001\u9867\u5ba2\u304c\u9078\u629e\u3057\u305f\u3082\u306e\u304c\u9069\u5207\u3067\u3042\u308b\u3002\u30ea\u30b9\u30af\u30fb\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u306f\u3001\u304a\u5ba2\u69d8\u3068\u306e\u95a2\u4fc2\u306b\u304a\u3044\u3066\u91cd\u8981\u306a\u8981\u7d20\u3067\u3042\u308a\u3001\u304a\u5ba2\u69d8\u306e\u500b\u4eba\u7684\u306a\u72b6\u6cc1\u3001\u6295\u8cc7\u76ee\u7684\u3001\u30ea\u30b9\u30af\u9078\u597d\u5ea6\u306b\u95a2\u3059\u308b\u304a\u5ba2\u69d8\u304b\u3089\u306e\u60c5\u5831\u306b\u57fa\u3065\u3044\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u5f53\u884c\u306f\u304a\u5ba2\u69d8\u306e\u30cb\u30fc\u30ba\u3092\u7406\u89e3\u3057\u3001\u305d\u306e\u30cb\u30fc\u30ba\u306b\u6700\u9069\u306a\u6295\u8cc7\u6226\u7565\u3092\u63d0\u6848\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u305d\u306e\u305f\u3081\u3001\u5b8c\u5168\u304b\u3064\u6b63\u78ba\u306a\u60c5\u5831\u3092\u304a\u5ba2\u69d8\u306b\u304a\u4f1d\u3048\u3044\u305f\u3060\u304f\u3053\u3068\u304c\u6975\u3081\u3066\u91cd\u8981\u3067\u3059\u3002\u30ea\u30b9\u30af\u30fb\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u306f\u3001\u5f53\u884c\u304c\u304a\u5ba2\u69d8\u3068\u3068\u3082\u306b\u5b9a\u671f\u7684\u306b\u898b\u76f4\u3057\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u9069\u5408\u6027\u8981\u7d20\u306f\u3001CRM\u5185\u3067\u3059\u3079\u3066\u306e\u7d50\u679c\u3092\u8a18\u9332\u3057\u3066\u3044\u308bInvetGlass\u30c7\u30b8\u30bf\u30eb\u306e\u30aa\u30f3\u30dc\u30fc\u30c9\u30d5\u30a9\u30fc\u30e0\u304b\u3089\u6700\u521d\u306b\u8a18\u9332\u3055\u308c\u307e\u3059\u3002.<\/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\u306fFINSA\u81ea\u52d5\u5316\u306e\u305f\u3081\u306b\u69cb\u7bc9\u3055\u308c\u3066\u3044\u307e\u3059\u3002<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-advisory-mandates-for-an-entire-portfolio\">\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u5168\u4f53\u306e\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u696d\u52d9<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u5168\u4f53\u306b\u5bfe\u3059\u308b\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30fb\u30de\u30f3\u30c7\u30fc\u30c8\u306e\u5834\u5408\u3001\u5f53\u884c\u306f\u3001\u4e00\u4efb\u30a2\u30bb\u30c3\u30c8\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u30fb\u30de\u30f3\u30c7\u30fc\u30c8\u306e\u5834\u5408\u3068\u540c\u69d8\u306b\u3001\u6295\u8cc7\u6226\u7565\u304c\u9069\u5207\u3067\u3042\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3059\u308b\u3002.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5f53\u884c\u304c\u63d0\u4f9b\u3059\u308b\u91d1\u878d\u5546\u54c1\u306b\u95a2\u9023\u3059\u308b\u3059\u3079\u3066\u306e\u6295\u8cc7\u52a9\u8a00\u306b\u95a2\u3057\u3066\u3001\u5f53\u884c\u306f\u307e\u305a\u3001\u5f53\u8a72\u91d1\u878d\u5546\u54c1\u304c\u5408\u610f\u3055\u308c\u305f\u6295\u8cc7\u6226\u7565\u306e\u89b3\u70b9\u304b\u3089\u9069\u5207\u3067\u3042\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3057\u3001\u6b21\u306b\u3001\u9867\u5ba2\u304c\u5f53\u8a72\u91d1\u878d\u5546\u54c1\u306b\u95a2\u9023\u3059\u308b\u30ea\u30b9\u30af\u3092\u7406\u89e3\u3059\u308b\u306e\u306b\u5341\u5206\u306a\u77e5\u8b58\u3092\u6709\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3059\u308b\uff08\u9069\u5207\u6027\u306e\u78ba\u8a8d\uff09\u3002\u5fc5\u8981\u306b\u5fdc\u3058\u3066\u3001\u91d1\u878d\u5546\u54c1\u304c\u9867\u5ba2\u306e\u7279\u5b9a\u306e\u30b1\u30fc\u30b9\u306b\u4e0d\u9069\u5207\u307e\u305f\u306f\u9069\u5207\u3067\u306a\u3044\u5834\u5408\u3001\u9280\u884c\u306f\u9867\u5ba2\u306b\u8b66\u544a\u3059\u308b\u3002\u3053\u308c\u3089\u306e\u8981\u7d20\u306f <a href=\"https:\/\/www.investglass.com\/ja\/%e3%83%97%e3%83%a9%e3%82%a4%e3%83%99%e3%83%bc%e3%83%88%e3%83%90%e3%83%b3%e3%82%af%e3%81%ae%e4%bd%9c%e3%82%8a%e6%96%b9\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"454\">\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u30d0\u30f3\u30af<\/a> \u306e\u9867\u5ba2\u3060\u3002.<\/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\">\u30a4\u30f3\u30d9\u30b9\u30c8\u30b0\u30e9\u30b9\u306e\u30d8\u30eb\u30b9\u30c1\u30a7\u30c3\u30af<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-advisory-transaction-mandates\">\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u696d\u52d9<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5f53\u884c\u304c\u63d0\u4f9b\u3059\u308b\u91d1\u878d\u5546\u54c1\u306e\u53d6\u5f15\u306b\u95a2\u3057\u3066\u9867\u5ba2\u304b\u3089\u6c42\u3081\u3089\u308c\u305f\u52a9\u8a00\u306b\u95a2\u3057\u3066\u3001\u5f53\u884c\u306f\u3001\u9867\u5ba2\u304c\u305d\u306e\u91d1\u878d\u5546\u54c1\u306b\u95a2\u9023\u3059\u308b\u30ea\u30b9\u30af\u3092\u7406\u89e3\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u304b\u3069\u3046\u304b\u3092\u78ba\u8a8d\u3057\u307e\u3059\u3002\u5fc5\u8981\u306b\u5fdc\u3058\u3066\u3001\u305d\u306e\u91d1\u878d\u5546\u54c1\u304c\u9867\u5ba2\u306e\u7279\u5b9a\u306e\u30b1\u30fc\u30b9\u306b\u9069\u5207\u3067\u306a\u3044\u5834\u5408\u3001\u5f53\u884c\u306f\u9867\u5ba2\u306b\u8b66\u544a\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3057\u304b\u3057\u3001\u52a9\u8a00\u53d6\u5f15\u306e\u59d4\u4efb\u306e\u5834\u5408\u3001\u5f53\u884c\u306f\u9867\u5ba2\u306e\u30ea\u30b9\u30af\u30fb\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3084\u9867\u5ba2\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u77e5\u3089\u306a\u3044\u305f\u3081\u3001\u53d6\u5f15\u304c\u9069\u5207\u304b\u3069\u3046\u304b\u3092\u30c1\u30a7\u30c3\u30af\u3057\u306a\u3044\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-transaction-execution-without-advice\">\u53d6\u5f15\u306e\u5b9f\u884c\uff08\u30a2\u30c9\u30d0\u30a4\u30b9\u306a\u3057\uff09<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u8cc7\u7523\u904b\u7528\u306e\u4e00\u4efb\u307e\u305f\u306f\u52a9\u8a00\u306e\u59d4\u4efb\u304c\u306a\u3044\u5834\u5408\u3001\u5f53\u884c\u306f\u3001\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u9867\u5ba2\u307e\u305f\u306f\u30d7\u30ed\u30d5\u30a7\u30c3\u30b7\u30e7\u30ca\u30eb\u9867\u5ba2\u306e\u533a\u5206\u306b\u304b\u304b\u308f\u3089\u305a\u3001\u9867\u5ba2\u304b\u3089\u4f1d\u9054\u3055\u308c\u305f\u91d1\u878d\u5546\u54c1\u306e\u6ce8\u6587\u3092\u57f7\u884c\u3059\u308b\u969b\u306b\u3001\u9069\u5408\u6027\u307e\u305f\u306f\u9069\u5207\u6027\u306e\u30c1\u30a7\u30c3\u30af\u3092\u884c\u3044\u307e\u305b\u3093\uff09\u3002\u52a9\u8a00\u3092\u4f34\u308f\u306a\u3044\u53d6\u5f15\u57f7\u884c\u306e\u5834\u5408\u3001\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u3001\u30d7\u30ed\u30d5\u30a7\u30c3\u30b7\u30e7\u30ca\u30eb\u3001\u6a5f\u95a2\u6295\u8cc7\u5bb6\u306e\u5225\u3092\u554f\u308f\u305a\u3001\u5f53\u884c\u304c\u9069\u5408\u6027\u307e\u305f\u306f\u9069\u5207\u6027\u306e\u30c1\u30a7\u30c3\u30af\u3092\u884c\u308f\u306a\u3044\u3068\u3044\u3046\u4e8b\u5b9f\u3092\u3001\u5f53\u884c\u306f\u9867\u5ba2\u306b\u660e\u793a\u7684\u306b\u6ce8\u610f\u559a\u8d77\u3057\u307e\u3059\u3002\u5f53\u884c\u306f\u3001\u5951\u7d04\u95a2\u4fc2\u306b\u304a\u3051\u308b\u5f8c\u306e\u3044\u304b\u306a\u308b\u6bb5\u968e\u306b\u304a\u3044\u3066\u3082\u3001\u3053\u306e\u8b66\u544a\u3092\u518d\u5ea6\u884c\u3046\u3053\u3068\u306f\u3042\u308a\u307e\u305b\u3093\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-clients-acting-through-an-external-asset-manager-gerant-independant-ifa\">\u5916\u90e8\u306e\u8cc7\u7523\u904b\u7528\u4f1a\u793e\uff08G\u00e9rant ind\u00e9pendant\u3001IFA\uff09\u3092\u901a\u3058\u3066\u884c\u52d5\u3059\u308b\u9867\u5ba2<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u9867\u5ba2\u304b\u3089\u59d4\u8a17\u3055\u308c\u305f\u8cc7\u7523\u306e\u904b\u7528\u3092\u5916\u90e8\u306e\u30a2\u30bb\u30c3\u30c8\u30fb\u30de\u30cd\u30b8\u30e3\u30fc\u306b\u59d4\u8a17\u3059\u308b\u5834\u5408\u3001\u5f53\u884c\u306f\u30ab\u30b9\u30c8\u30c7\u30a3\u30a2\u30f3\u30fb\u30d0\u30f3\u30af\u3068\u3057\u3066\u3001\u9867\u5ba2\u304b\u3089\u5916\u90e8\u306e\u30a2\u30bb\u30c3\u30c8\u30fb\u30de\u30cd\u30b8\u30e3\u30fc\u306b\u4ed8\u4e0e\u3055\u308c\u305f\u59d4\u4efb\u72b6\u306b\u57fa\u3065\u3044\u3066\u3001\u9867\u5ba2\u307e\u305f\u306f\u305d\u306e\u5916\u90e8\u306e\u30a2\u30bb\u30c3\u30c8\u30fb\u30de\u30cd\u30b8\u30e3\u30fc\u304b\u3089\u4f1d\u9054\u3055\u308c\u305f\u6295\u8cc7\u6ce8\u6587\u3092\u5fc5\u8981\u306b\u5fdc\u3058\u3066\u57f7\u884c\u3059\u308b\u3002.<\/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=\"Macbook\u3092\u4f7f\u3046\u9ed2\u3044\u30b7\u30e3\u30c4\u306e\u5973\u6027\" 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\u306f\u9867\u5ba2\u3068\u306e\u3084\u308a\u53d6\u308a\u3092\u7c21\u5358\u3067\u6469\u64e6\u306e\u306a\u3044\u3082\u306e\u306b\u3059\u308b<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-appropriateness-in-the-event-of-a-lombard-loan-application\">\u30ed\u30f3\u30d0\u30fc\u30c9\u30fb\u30ed\u30fc\u30f3\u7533\u8acb\u6642\u306e\u9069\u5207\u6027<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u5f53\u884c\u306f\u3001\u30ed\u30f3\u30d0\u30fc\u30c9\u30fb\u30ed\u30fc\u30f3\u3092\u5229\u7528\u3059\u308b\u969b\u306e\u5177\u4f53\u7684\u306a\u30ea\u30b9\u30af\u306b\u95a2\u3059\u308b\u60c5\u5831\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u30d7\u30ed\u30d5\u30a7\u30c3\u30b7\u30e7\u30ca\u30eb\u9867\u5ba2\u307e\u305f\u306f\u30d7\u30e9\u30a4\u30d9\u30fc\u30c8\u9867\u5ba2\u304c\u3001\u4e00\u4efb\u3055\u308c\u305f\u8cc7\u7523\u904b\u7528\u30de\u30f3\u30c7\u30fc\u30c8\u307e\u305f\u306f\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30de\u30f3\u30c7\u30fc\u30c8\u3092\u6709\u3057\u3066\u3044\u308b\u5834\u5408\u3001\u5f53\u884c\u306f\u3001\u9867\u5ba2\u304c\u6c42\u3081\u308b\u878d\u8cc7\u984d\u304c\u9069\u5207\u304b\u3069\u3046\u304b\u306e\u30a2\u30c9\u30d0\u30a4\u30b9\u3082\u63d0\u4f9b\u3057\u307e\u3059\u3002\u878d\u8cc7\u984d\u306b\u3088\u308a\u3001\u30ea\u30b9\u30af\u30fb\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u304c\u5f53\u521d\u5408\u610f\u3057\u305f\u3082\u306e\u3068\u4e00\u81f4\u3057\u306a\u304f\u306a\u3063\u305f\u5834\u5408\u3001\u5f53\u884c\u306f\u9867\u5ba2\u306b\u305d\u306e\u65e8\u3092\u4f1d\u3048\u3001\u4ee3\u66ff\u7b56\u3092\u691c\u8a0e\u3059\u308b\u305f\u3081\u306b\u9867\u5ba2\u3068\u72b6\u6cc1\u3092\u691c\u8a0e\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-financial-relationships-with-third-parties-and-management-companies\">\u7b2c\u4e09\u8005\u304a\u3088\u3073\u7ba1\u7406\u4f1a\u793e\u3068\u306e\u91d1\u878d\u95a2\u4fc2<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u52a9\u8a00\u4ed8\u304d\u53d6\u5f15\u59d4\u4efb\u307e\u305f\u306f\u52a9\u8a00\u3092\u4f34\u308f\u306a\u3044\u53d6\u5f15\u57f7\u884c\u30b5\u30fc\u30d3\u30b9\u306e\u5834\u5408\u3001\u5f53\u884c\u306f\u96c6\u56e3\u6295\u8cc7\u30b9\u30ad\u30fc\u30e0\u306e\u53d6\u5f97\u306b\u95a2\u9023\u3059\u308b\u7b2c\u4e09\u8005\u4f01\u696d\u304b\u3089\u652f\u6255\u3044\u3092\u53d7\u3051\u308b\u3002\u9280\u884c\u306f\u3053\u308c\u3089\u306e\u91d1\u984d\u3092\u4fdd\u6301\u3057\u3001\u53d7\u3051\u53d6\u3063\u305f\u5831\u916c\u306e\u7a2e\u985e\u3068\u91d1\u984d\u3092\u9867\u5ba2\u306b\u901a\u77e5\u3059\u308b\u3002\u305d\u306e\u305f\u3081\u3001\u5927\u91cf\u306e\u60c5\u5831\u306e\u4f1d\u9054\u3092\u5bb9\u6613\u306b\u3059\u308b\u305f\u3081\u306e\u9867\u5ba2\u30dd\u30fc\u30bf\u30eb\u304c\u5fc5\u8981\u3068\u306a\u308a\u307e\u3059\u3002InvestGlass\u306f\u3001\u4f8b\u3048\u3070\u4ed5\u7d44\u5546\u54c1\u60c5\u5831\u306e\u8a18\u9332\u306b\u4f7f\u7528\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u304c\u4e00\u4efb\u3057\u3066\u3044\u308b\u5834\u5408 <a href=\"https:\/\/www.investglass.com\/ja\/esg%e3%81%ae%e3%83%9d%e3%83%bc%e3%83%88%e3%83%95%e3%82%a9%e3%83%aa%e3%82%aa%e7%ae%a1%e7%90%86\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"455\">\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u5168\u4f53\u306b\u5bfe\u3059\u308b\u8cc7\u7523\u904b\u7528\u306e\u59d4\u4efb\u307e\u305f\u306f\u52a9\u8a00\u306e\u59d4\u4efb<\/a>, \u305d\u306e\u5834\u5408\u3001\u9280\u884c\u306f\u305d\u306e\u3088\u3046\u306a\u652f\u6255\u3044\u3092\u53d7\u3051\u53d6\u3089\u306a\u3044\u304b\u3001\u305d\u3046\u3067\u306a\u3051\u308c\u3070\u5168\u984d\u3092\u9867\u5ba2\u306b\u518d\u30af\u30ec\u30b8\u30c3\u30c8\u3057\u307e\u3059\u3002\u518d\u30af\u30ec\u30b8\u30c3\u30c8\u3055\u308c\u305f\u91d1\u984d\u306f\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30d3\u30e5\u30fc\u5185\u306e\u5e74\u9593\u53e3\u5ea7\u660e\u7d30\u66f8\u306b\u8a18\u8f09\u3055\u308c\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30fb\u30d3\u30e5\u30fc\u306f\u3001\u30d7\u30ed\u306e\u9867\u5ba2\u3084\u30ea\u30c6\u30fc\u30eb\u9867\u5ba2\u306e\u30cb\u30fc\u30ba\u306b\u5408\u308f\u305b\u3066\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u3067\u304d\u308b\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-best-execution-of-client-orders\">\u9867\u5ba2\u6ce8\u6587\u306e\u6700\u826f\u57f7\u884c<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u4fa1\u683c\u3001\u30b3\u30b9\u30c8\u3001\u30b9\u30d4\u30fc\u30c9\u3001\u7d04\u5b9a\u304a\u3088\u3073\u6c7a\u6e08\u306e\u78ba\u7387\u3001\u30b5\u30a4\u30ba\u3001\u6ce8\u6587\u306e\u6027\u8cea\u3001\u305d\u306e\u4ed6\u6ce8\u6587\u306e\u57f7\u884c\u306b\u95a2\u308f\u308b\u3042\u3089\u3086\u308b\u8003\u616e\u4e8b\u9805\u3001\u3044\u308f\u3086\u308b\u57f7\u884c\u8981\u56e0\u306e\u89b3\u70b9\u304b\u3089\u3001\u9280\u884c\u306f\u9867\u5ba2\u306e\u6ce8\u6587\u3092\u57f7\u884c\u3059\u308b\u969b\u306b\u6700\u826f\u306e\u7d50\u679c\u3092\u5f97\u308b\u305f\u3081\u306b\u5fc5\u8981\u306a\u3042\u3089\u3086\u308b\u624b\u6bb5\u3092\u8b1b\u3058\u3066\u3044\u307e\u3059\u3002InvestGlass\u306f\u7b2c\u4e09\u8005\u306e\u6ce8\u6587\u7ba1\u7406\u30b7\u30b9\u30c6\u30e0\u30c4\u30fc\u30eb\u306b\u63a5\u7d9a\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u63aa\u7f6e\u306f\u3001\u6ce8\u6587\u304c\u5f53\u884c\u3067\u57f7\u884c\u3055\u308c\u308b\u304b\u3001\u57f7\u884c\u306e\u305f\u3081\u306b\u7b2c\u4e09\u8005\u306b\u4f1d\u9054\u3055\u308c\u308b\u304b\u306b\u95a2\u4fc2\u306a\u304f\u9069\u7528\u3055\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u539f\u5247\u3068\u3057\u3066\u3001\u6700\u826f\u306e\u7d50\u679c\u3092\u4fdd\u8a3c\u3059\u308b\u305f\u3081\u306b\u3001\u4fa1\u683c\u3068\u30b3\u30b9\u30c8\u306b\u7279\u306b\u6ce8\u610f\u3092\u6255\u3044\u307e\u3059\u3002\u3057\u304b\u3057\u306a\u304c\u3089\u3001\u7279\u5b9a\u306e\u6ce8\u6587\u3001\u91d1\u878d\u5546\u54c1\u3001\u5e02\u5834\u3001\u307e\u305f\u306f\u5e02\u5834\u74b0\u5883\u306b\u304a\u3044\u3066\u306f\u3001\u6700\u826f\u306e\u57f7\u884c\u3092\u4fdd\u8a3c\u3059\u308b\u305f\u3081\u306b\u3001\u4ed6\u306e\u57f7\u884c\u8981\u56e0\u304c\u540c\u7b49\u306b\u91cd\u8981\u3067\u3042\u308b\u304b\u3001\u307e\u305f\u306f\u4fa1\u683c\u306b\u512a\u5148\u3059\u308b\u5834\u5408\u304c\u3042\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-basic-factsheet-and-collective-investment-schemes-act-nbsp-cisa\">\u57fa\u672c\u30d5\u30a1\u30af\u30c8\u30b7\u30fc\u30c8\u3068\u96c6\u56e3\u6295\u8cc7\u30b9\u30ad\u30fc\u30e0\u6cd5CISA<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u57fa\u672c\u7684\u30d5\u30a1\u30af\u30c8\u30b7\u30fc\u30c8\u3001\u4e3b\u8981\u60c5\u5831\u6587\u66f8\uff08\u307e\u305f\u306f\u6b27\u5dde\u306e\u6cd5\u898f\u5236\u306b\u5f93\u3063\u3066\u516c\u8868\u3055\u308c\u308b\u305d\u308c\u306b\u76f8\u5f53\u3059\u308b\u3082\u306e\uff09\u306b\u306f\u3001\u4ee5\u4e0b\u306e\u3088\u3046\u306a\u7279\u5b9a\u306e\u91d1\u878d\u5546\u54c1\u306e\u4e3b\u8981\u8981\u7d20\u306b\u95a2\u3059\u308b\u60c5\u5831\u304c\u542b\u307e\u308c\u3066\u3044\u308b\uff1a<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">- \u697d\u5668\u306e\u540d\u524d\uff1b;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">- \u6295\u8cc7\u306e\u7a2e\u985e;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">- \u6295\u8cc7\u306b\u4f34\u3046\u30ea\u30b9\u30af;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">- \u554f\u984c\u304c\u767a\u751f\u3057\u305f\u5834\u5408\u306e\u7ba1\u8f44\u5f53\u5c40\u3078\u306e\u9023\u7d61\u65b9\u6cd5\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6b27\u5ddeKIID\u30d5\u30a1\u30f3\u30c9\u306b\u306f\u3001\u4ee5\u4e0b\u306e\u3059\u3079\u3066\u306e\u60c5\u5831\u304c\u542b\u307e\u308c\u3066\u3044\u307e\u3059\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/esg%e3%81%a8%e6%8c%81%e7%b6%9a%e5%8f%af%e8%83%bd%e3%81%aa%e9%87%91%e8%9e%8d-%e7%9f%a5%e3%81%a3%e3%81%a6%e3%81%8a%e3%81%8f%e3%81%b9%e3%81%8d%e3%81%93%e3%81%a8\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"456\">\u77e5\u308b\u5fc5\u8981\u304c\u3042\u308b<\/a> \u91d1\u878d\u5546\u54c1\u306b\u3064\u3044\u3066\u3001\u5546\u54c1\u540d\u3001\u6295\u8cc7\u306e\u7a2e\u985e\u3001\u6295\u8cc7\u306b\u4f34\u3046\u30ea\u30b9\u30af\u3001\u554f\u984c\u304c\u767a\u751f\u3057\u305f\u5834\u5408\u306e\u7ba1\u8f44\u5f53\u5c40\u3078\u306e\u9023\u7d61\u65b9\u6cd5\u306a\u3069\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u96c6\u56e3\u6295\u8cc7\u30b9\u30ad\u30fc\u30e0\u6cd5\uff08Collective Investment Schemes Act\uff09CISA\u306f\u3001\u6295\u8cc7\u5bb6\u304c\u4ed6\u306e\u6295\u8cc7\u5bb6\u3068\u8cc7\u91d1\u3092\u30d7\u30fc\u30eb\u3057\u3066\u5e45\u5e83\u3044\u8cc7\u7523\u306b\u6295\u8cc7\u3067\u304d\u308b\u3088\u3046\u306b\u3059\u308b\u6295\u8cc7\u5546\u54c1\u3067\u3042\u308b\u3002\u3053\u308c\u3089\u306e\u30b9\u30ad\u30fc\u30e0\u306b\u306f\u3001\u30aa\u30fc\u30d7\u30f3\u30a8\u30f3\u30c9\u578b\u3068\u30af\u30ed\u30fc\u30ba\u30c9\u30a8\u30f3\u30c9\u578b\u304c\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u307e\u305f\u3001\u6b21\u306e\u3053\u3068\u3082\u77e5\u3063\u3066\u304a\u3044\u3066\u307b\u3057\u3044\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/%e9%8a%80%e8%a1%8c%e5%ae%b6%e3%81%af%e8%8b%b1%e5%9b%bd%e3%81%a7%e3%81%a9%e3%81%ae%e3%82%88%e3%81%86%e3%81%ab%e5%b9%b4%e9%87%91%e3%81%ae%e7%94%9f%e6%b6%af%e6%94%af%e7%b5%a6%e9%a1%8d%e3%82%92%e7%ae%a1\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"457\">\u4f01\u696d\u5e74\u91d1\u306e\u8cc7\u7523\u7ba1\u7406\u8005<\/a> \u3053\u308c\u307e\u3067\u8077\u696d\u5e74\u91d1\u76e3\u7763\u59d4\u54e1\u4f1a\uff08OPSC\uff09\u304c\u76e3\u7763\u3057\u3066\u3044\u305f\u30b9\u30ad\u30fc\u30e0\u306f\u3001FINMA\u306e\u76e3\u7763\u5bfe\u8c61\u3068\u306a\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u30b3\u30f3\u30bf\u30af\u30c8\u30ec\u30dd\u30fc\u30c8\u306f\u3001\u3053\u308c\u3089\u306eKIID\u3068\u57fa\u672c\u30d5\u30a1\u30af\u30c8\u30b7\u30fc\u30c8\u3092\u4fdd\u5b58\u3059\u308b\u3088\u3046\u306b\u69cb\u7bc9\u3055\u308c\u3066\u3044\u307e\u3059\u3002InvestGlass CRM - \u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u30c4\u30fc\u30eb\u306f\u3001\u9867\u5ba2\u30d5\u30a1\u30a4\u30eb\u306b\u4fdd\u5b58\u3055\u308c\u308bKIID\u3068\u57fa\u672c\u30d5\u30a1\u30af\u30c8\u30b7\u30fc\u30c8\u306ePDF\u3092\u9867\u5ba2\u306b\u96fb\u5b50\u30e1\u30fc\u30eb\u3067\u9001\u4fe1\u3057\u307e\u3059\u3002.<\/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\">InvestGlass\u30e1\u30fc\u30eb\uff06\u30ad\u30e3\u30f3\u30da\u30fc\u30f3<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-risks-associated-with-financial-instruments-and-finsa\">\u91d1\u878d\u5546\u54c1\u304a\u3088\u3073FINSA\u306b\u95a2\u3059\u308b\u30ea\u30b9\u30af<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u9280\u884c\u306f\u3059\u3079\u3066\u306e\u9867\u5ba2\u306b\u5bfe\u3057\u3001\u91d1\u878d\u5546\u54c1\u306b\u95a2\u9023\u3059\u308b\u30ea\u30b9\u30af\u3092\u901a\u77e5\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002\u30b9\u30a4\u30b9\u9280\u884c\u5354\u4f1a\u304c\u767a\u884c\u3057\u305f\u300c\u91d1\u878d\u5546\u54c1\u53d6\u5f15\u306b\u4f34\u3046\u30ea\u30b9\u30af\u300d\u3068\u547c\u3070\u308c\u308b\u30d1\u30f3\u30d5\u30ec\u30c3\u30c8\u306f\u3001\u500b\u4eba\u9867\u5ba2\u304a\u3088\u3073\u30d7\u30ed\u30d5\u30a7\u30c3\u30b7\u30e7\u30ca\u30eb\u9867\u5ba2\u306b\u5bfe\u3057\u3001\u53e3\u5ea7\u958b\u8a2d\u6642\u304a\u3088\u3073\u8981\u6c42\u304c\u3042\u308c\u3070\u3044\u3064\u3067\u3082\u63d0\u4f9b\u3055\u308c\u307e\u3059\u3002\u3053\u306e\u60c5\u5831\u306f\u3001\u30b9\u30a4\u30b9\u9280\u884c\u5354\u4f1a\u306e\u30a4\u30f3\u30bf\u30fc\u30cd\u30c3\u30c8\u30fb\u30b5\u30a4\u30c8\uff08www.swissbanking.ch\/en\/downloads\uff09\u3067\u3082\u3054\u89a7\u3044\u305f\u3060\u3051\u307e\u3059\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u52a0\u3048\u3066\u3001\u5f53\u884c\u306f\u3059\u3079\u3066\u306e\u9867\u5ba2\u306b\u5bfe\u3057\u3001\u7279\u5b9a\u306e\u91d1\u878d\u5546\u54c1\u306b\u9069\u7528\u3055\u308c\u308b\u30ea\u30b9\u30af\u3092\u6982\u8aac\u3057\u305f\u5c0f\u518a\u5b50\u300c\u6a19\u6e96\u5316\u304a\u3088\u3073\u975e\u6a19\u6e96\u5316\u30c7\u30ea\u30d0\u30c6\u30a3\u30d6\uff0f\u4ed5\u7d44\u5546\u54c1\u304a\u3088\u3073\u7279\u6b8a\u30ea\u30b9\u30af\u306e\u3042\u308b\u6295\u8cc7\u30d5\u30a1\u30f3\u30c9\u306e\u53d6\u5f15\u306b\u95a2\u3059\u308b\u30ea\u30b9\u30af\u60c5\u5831\u300d\u3092\u63d0\u4f9b\u3057\u3066\u3044\u308b\u3002\u3053\u306e\u30d1\u30f3\u30d5\u30ec\u30c3\u30c8\u306b\u306f\u3001\u7279\u5b9a\u306e\u91d1\u878d\u5546\u54c1\u306b\u9069\u7528\u3055\u308c\u308b\u30ea\u30b9\u30af\u306e\u6982\u8981\u304c\u8a18\u8f09\u3055\u308c\u3066\u3044\u308b\u3002 <a href=\"https:\/\/www.investglass.com\/ja\/%e3%83%97%e3%83%a9%e3%82%a4%e3%83%99%e3%83%bc%e3%83%88%e3%83%90%e3%83%b3%e3%82%af%e5%90%91%e3%81%91crc\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"1291\">\u9280\u884c\u306fCRM\u306b\u3082\u4fdd\u5b58\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u3002<\/a> \u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u306b\u95a2\u3059\u308b\u30b9\u30a4\u30b9\u9023\u90a6\u6cd5\u306b\u898f\u5b9a\u3055\u308c\u305f\u7fa9\u52d9\u306e\u5927\u534a\u304c\u3053\u306e\u5c02\u9580\u5bb6\u9867\u5ba2\u30bb\u30b0\u30e1\u30f3\u30c8\u306b\u9069\u7528\u3055\u308c\u306a\u3044\u3068\u3057\u3066\u3082\u3001\u9867\u5ba2\u306e\u500b\u4eba\u7684\u306a\u6559\u80b2\u3001\u5c02\u9580\u7684\u306a\u7d4c\u9a13\u3001\u307e\u305f\u306f\u91d1\u878d\u30bb\u30af\u30bf\u30fc\u306b\u304a\u3051\u308b\u540c\u7b49\u306e\u7d4c\u9a13\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-information-on-costs-and-charges\"><strong>\u8cbb\u7528\u3068\u6599\u91d1\u306b\u95a2\u3059\u308b\u60c5\u5831<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30c4\u30fc\u30eb\u306b\u3088\u308a\u3001\u9280\u884c\u3084\u30d6\u30ed\u30fc\u30ab\u30fc\u306f\u63d0\u4f9b\u3059\u308b\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u306b\u95a2\u9023\u3059\u308b\u5168\u3066\u306e\u30b3\u30b9\u30c8\u3084\u6599\u91d1\u3092\u4f1d\u3048\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u6599\u91d1\u8868\u306f\u3001\u5f53\u8a72\u30b5\u30fc\u30d3\u30b9\u304c\u63d0\u4f9b\u3055\u308c\u308b\u524d\u306b\u5168\u3066\u306e\u65b0\u898f\u9867\u5ba2\u306b\u63d0\u4f9b\u3055\u308c\u308b\u6587\u66f8\u306b\u542b\u307e\u308c\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u6587\u66f8\u306f\u3044\u3064\u3067\u3082\u8acb\u6c42\u306b\u5fdc\u3058\u3066\u5165\u624b\u53ef\u80fd\u3067\u3042\u308b\u3002\u3053\u306e\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u306fSMS\u3001E\u30e1\u30fc\u30eb\u3001\u307e\u305f\u306fInvestGlass\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30dd\u30fc\u30bf\u30eb\u3092\u4ecb\u3057\u3066\u500b\u4eba\u9867\u5ba2\u3068\u5171\u6709\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u5fc5\u8981\u306a\u3059\u3079\u3066\u306e\u60c5\u5831\u3068\u66f8\u985e\u3092\u542b\u3080CRM\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u306b\u3088\u308a\u3001FINSA\u30d7\u30ed\u30bb\u30b9\u306e\u81ea\u52d5\u5316\u3092\u652f\u63f4\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002. <a href=\"https:\/\/www.investglass.com\/ja\/%e3%83%95%e3%82%a3%e3%83%b3%e3%83%a9%e3%83%b3%e3%83%89%e8%b2%a1%e5%8b%99%e7%ae%a1%e7%90%86%e3%82%b7%e3%82%b9%e3%83%86%e3%83%a0\/\">\u30a4\u30f3\u30d9\u30b9\u30c8\u30b0\u30e9\u30b9\u306eCRM <\/a>\u306f\u3001\u60c5\u5831\u53ce\u96c6\u3068\u6574\u7406\u306e\u30d7\u30ed\u30bb\u30b9\u3092\u5408\u7406\u5316\u3059\u308b\u3088\u3046\u306b\u8a2d\u8a08\u3055\u308c\u3066\u304a\u308a\u3001FINSA\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u7ba1\u7406\u3092\u5bb9\u6613\u306b\u3059\u308b\u8c4a\u5bcc\u306a\u6a5f\u80fd\u3092\u5099\u3048\u3066\u3044\u307e\u3059\u3002\u4f8b\u3048\u3070\u3001InvestGlass\u3067\u306f\u3001\u9867\u5ba2\u3068\u306e\u3084\u308a\u53d6\u308a\u3092\u8ffd\u8de1\u3057\u3001\u9867\u5ba2\u6587\u66f8\u3092\u7ba1\u7406\u3057\u3001\u30ec\u30dd\u30fc\u30c8\u3092\u4f5c\u6210\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u3055\u3089\u306b\u3001InvestGlass\u306eCRM\u306fFINSA\u306e\u30aa\u30f3\u30e9\u30a4\u30f3\u30fb\u30d5\u30a1\u30a4\u30ea\u30f3\u30b0\u30fb\u30b7\u30b9\u30c6\u30e0\u3068\u7d71\u5408\u3055\u308c\u3066\u304a\u308a\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u6e96\u62e0\u3057\u305f\u30ec\u30dd\u30fc\u30c8\u3092\u7c21\u5358\u306b\u63d0\u51fa\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u305d\u306e\u7d50\u679c\u3001InvestGlass\u306fFINSA\u306e\u8981\u4ef6\u3092\u9075\u5b88\u3059\u308b\u30d7\u30ed\u30bb\u30b9\u3092\u5927\u5e45\u306b\u7c21\u7d20\u5316\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/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;\">\u3053\u308c\u306f\u6cd5\u7684\u306a\u30a2\u30c9\u30d0\u30a4\u30b9\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002.<\/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 FinSA is to protect consumers by ensuring that only qualified and reputable providers offer financial services in Switzerland. In order to operate as a financial service provider in Switzerland, you must now obtain a license from FINMA, the Swiss financial regulator. ccording to\u00a0FINMA, approximately\u00a02,000 &#8211; 2,500\u00a0financial companies in Switzerland have been impacted by FinSA regulations [&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. See how InvestGlass automates compliance for banks.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.investglass.com\/ja\/finsa\u306e\u5c0e\u5165\u65b9\u6cd5\/\" \/>\n<meta property=\"og:locale\" content=\"ja_JP\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to implement FINSA?\" \/>\n<meta property=\"og:description\" content=\"THIS IS NOT A LEGAL ADVICE - PLEASE CONSULT YOUR OWN LEGAL ADVISOR. 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