{"id":49360,"date":"2026-03-25T10:46:22","date_gmt":"2026-03-25T09:46:22","guid":{"rendered":"https:\/\/www.investglass.com\/?p=49360"},"modified":"2026-04-24T09:25:25","modified_gmt":"2026-04-24T07:25:25","slug":"%e8%b6%8a%e5%a2%83%e3%82%a2%e3%83%89%e3%83%90%e3%82%a4%e3%82%b6%e3%83%aa%e3%83%bc%e3%82%b5%e3%83%9d%e3%83%bc%e3%83%88%e7%b7%8f%e5%90%88%e3%82%ac%e3%82%a4%e3%83%89","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ja\/cross-border-advisory-support-comprehensive-guide\/","title":{"rendered":"\u8d8a\u5883\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30b5\u30dd\u30fc\u30c8\uff1a\u5305\u62ec\u7684\u30ac\u30a4\u30c9"},"content":{"rendered":"<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u30af\u30a4\u30c3\u30af\u30a2\u30f3\u30b5\u30fc\uff1a<\/strong> \u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30b5\u30dd\u30fc\u30c8\u3068\u306f\u3001\u8907\u96d1\u3067\u5909\u5316\u3057\u3084\u3059\u3044\u898f\u5236\u306e\u67a0\u7d44\u307f\u3092\u53b3\u683c\u306b\u9075\u5b88\u3057\u306a\u304c\u3089\u3001\u7570\u306a\u308b\u6cd5\u57df\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306b\u5305\u62ec\u7684\u306a\u91d1\u878d\u304a\u3088\u3073\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u3067\u3059\u3002InvestGlass\u306f\u3001\u30b9\u30a4\u30b9\u306e\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u3067\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u56fd\u969b\u7684\u306a\u91ce\u5fc3\u3068\u5b9f\u8df5\u7684\u3067\u73fe\u5834\u3067\u306e\u5b9f\u884c\u529b\u3092\u7d50\u3073\u3064\u3051\u307e\u3059 <a href=\"https:\/\/www.investglass.com\/ja\/%e4%b8%bb%e6%a8%a9%e3%81%a8%e3%81%af%e4%bd%95%e3%81%8b\/\" target=\"_self\" rel=\"noopener noreferrer\">\u541b\u4e3b<\/a> \u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u52b9\u7387\u5316\u3059\u308bCRM\u304a\u3088\u3073\u81ea\u52d5\u5316\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0, <a href=\"https:\/\/www.investglass.com\/ja\/kyc%e6%a4%9c%e8%a8%bc%e3%82%92%e8%87%aa%e5%8b%95%e5%8c%96%e3%81%99%e3%82%8b%e6%96%b9%e6%b3%95-%e3%82%b2%e3%83%bc%e3%83%a0%e3%82%92%e8%87%aa%e5%8b%95%e5%8c%96%e3%81%97%e3%81%a6%e9%96%8b%e7%99%ba\/\" target=\"_self\" rel=\"noopener noreferrer\">KYC\u3092\u81ea\u52d5\u5316\u3059\u308b<\/a>\/AML\u30c1\u30a7\u30c3\u30af\u3001\u7d76\u5bfe\u7684\u306a\u30c7\u30fc\u30bf\u4e3b\u6a29\u3092\u78ba\u4fdd\u3057\u3001\u91d1\u878d\u6a5f\u95a2\u304c\u81ea\u4fe1\u3068\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3092\u6301\u3063\u3066\u30b0\u30ed\u30fc\u30d0\u30eb\u306b\u898f\u6a21\u3092\u62e1\u5927\u3067\u304d\u308b\u3088\u3046\u306b\u3057\u307e\u3059\u3002.<\/p>\n<\/blockquote>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-introduction\">\u306f\u3058\u3081\u306b<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u3053\u306e\u30ac\u30a4\u30c9\u306f\u3001\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30fb\u30b5\u30dd\u30fc\u30c8\u306e\u8907\u96d1\u3055\u3092\u4e57\u308a\u8d8a\u3048\u3088\u3046\u3068\u3057\u3066\u3044\u308b\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u62c5\u5f53\u8005\u3001\u304a\u3088\u3073\u91d1\u878d\u6a5f\u95a2\u3092\u5bfe\u8c61\u3068\u3057\u3066\u3044\u307e\u3059\u3002\u898f\u5236\u5f53\u5c40\u306b\u3088\u308b\u76e3\u8996\u306e\u5f37\u5316\u3068\u30b0\u30ed\u30fc\u30d0\u30eb\u306a\u9867\u5ba2\u306e\u8981\u6c42\u306e\u9ad8\u307e\u308a\u306b\u4f34\u3044\u3001\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u306e\u7406\u89e3\u306f\u3053\u308c\u307e\u3067\u4ee5\u4e0a\u306b\u91cd\u8981\u306b\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u9ad8\u984d\u8cc7\u7523\u5bb6\uff08HNWI\uff09\u304a\u3088\u3073\u8d85\u9ad8\u984d\u8cc7\u7523\u5bb6\uff08UHNWI\uff09\u304c\u8907\u6570\u306e\u56fd\u3067\u8cc7\u7523\u3068\u4e8b\u696d\u3078\u306e\u6295\u8cc7\u3092\u591a\u69d8\u5316\u3059\u308b\u306b\u3064\u308c\u3066\u3001\u5805\u7262\u3067\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u6e96\u62e0\u3057\u3001\u6280\u8853\u7684\u306b\u9032\u3093\u3060\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3078\u306e\u30cb\u30fc\u30ba\u306f\u304b\u3064\u3066\u306a\u3044\u307b\u3069\u9ad8\u307e\u3063\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30b5\u30dd\u30fc\u30c8\u306f\u3001\u898f\u5236\u9075\u5b88\u3001\u9867\u5ba2\u30b5\u30fc\u30d3\u30b9\u3001\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306e\u4ea4\u5dee\u70b9\u306b\u4f4d\u7f6e\u3057\u3066\u3044\u307e\u3059\u3002InvestGlass\u306e\u3088\u3046\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u9867\u5ba2\u30c7\u30fc\u30bf\u3092\u4e00\u5143\u5316\u3057\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c1\u30a7\u30c3\u30af\u3092\u81ea\u52d5\u5316\u3057\u3001\u30c7\u30fc\u30bf\u4e3b\u6a29\u3092\u78ba\u4fdd\u3059\u308b\u3053\u3068\u3067\u3001\u91d1\u878d\u6a5f\u95a2\u304c\u30b7\u30fc\u30e0\u30ec\u30b9\u3067\u5b89\u5168\u3001\u304b\u3064\u30b9\u30b1\u30fc\u30e9\u30d6\u30eb\u306a\u56fd\u969b\u7684\u306a\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u3092\u63d0\u4f9b\u3067\u304d\u308b\u3088\u3046\u306b\u3059\u308b\u4e0a\u3067\u3001\u6975\u3081\u3066\u91cd\u8981\u306a\u5f79\u5272\u3092\u679c\u305f\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u4f55\u3092\u5b66\u3076\u304b<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>2026\u5e74\u306e\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u30fb\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306b\u304a\u3051\u308b\u91cd\u8981\u306a\u8ab2\u984c\u3068\u9032\u5316\u3059\u308b\u72b6\u6cc1\u3002.<\/li>\n\n\n\n<li>MiFID II\u3001FATCA\u3001CRS\u3001GDPR\u3068\u3044\u3063\u305f\u898f\u5236\u67a0\u7d44\u307f\u306e\u591a\u69d8\u6027\u304c\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30b5\u30fc\u30d3\u30b9\u306b\u4e0e\u3048\u308b\u5f71\u97ff.<\/li>\n\n\n\n<li>\u56fd\u5883\u3092\u8d8a\u3048\u308b\u30ea\u30b9\u30af\u3092\u8efd\u6e1b\u3059\u308b\u305f\u3081\u306e\u81ea\u52d5\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3068AI\u306e\u4e0d\u53ef\u6b20\u306a\u5f79\u5272\u3002.<\/li>\n\n\n\n<li>\u56fd\u969b\u91d1\u878d\u696d\u52d9\u3084\u9867\u5ba2\u304b\u3089\u306e\u4fe1\u983c\u306b\u3068\u3063\u3066\u3001\u30c7\u30fc\u30bf\u4e3b\u6a29\u304c\u4e0d\u53ef\u6b20\u3067\u3042\u308b\u7406\u7531.<\/li>\n\n\n\n<li>InvestGlass\u304c\u3001\u56fd\u5883\u3092\u8d8a\u3048\u305f\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30b5\u30dd\u30fc\u30c8\u306e\u305f\u3081\u306e\u5305\u62ec\u7684\u3067\u7d71\u5408\u3055\u308c\u305f\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u3069\u306e\u3088\u3046\u306b\u63d0\u4f9b\u3059\u308b\u304b.<\/li>\n\n\n\n<li>\u69cb\u9020\u5316\u306e\u305f\u3081\u306e\u30d9\u30b9\u30c8\u30d7\u30e9\u30af\u30c6\u30a3\u30b9 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e9%8a%80%e8%a1%8c%e5%90%91%e3%81%91%e3%83%87%e3%82%b8%e3%82%bf%e3%83%ab%e3%83%bb%e3%82%aa%e3%83%b3%e3%83%9c%e3%83%bc%e3%83%87%e3%82%a3%e3%83%b3%e3%82%b0%e3%81%ae%e7%a9%b6%e6%a5%b5%e3%82%ac%e3%82%a4\/\" target=\"_self\">\u30c7\u30b8\u30bf\u30eb\u30fb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/a> \u304a\u3088\u3073\u56fd\u5883\u3092\u8d8a\u3048\u305f\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u3002.<\/li>\n\n\n\n<li>\u5bcc\u88d5\u5c64\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3068\u56fd\u969b\u898f\u5236\u306e\u4ea4\u5dee\u70b9\u3092\u5f62\u6210\u3059\u308b\u5c06\u6765\u306e\u30c8\u30ec\u30f3\u30c9.<\/li>\n<\/ul>\n\n\n\n\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-complexity-of-cross-border-wealth-management-in-2026\">2026\u5e74\u306e\u8d8a\u5883\u5bcc\u88d5\u5c64\u5411\u3051\u8cc7\u7523\u7ba1\u7406\u306e\u8907\u96d1\u6027<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-operational-challenges\">\u904b\u55b6\u4e0a\u306e\u8ab2\u984c<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u73fe\u4ee3\u306e\u91d1\u878d\u60c5\u52e2\u306b\u304a\u3044\u3066\u3001\u56fd\u5883\u3092\u8d8a\u3048\u305f\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u696d\u52d9\u304c\u307e\u3059\u307e\u3059\u8907\u96d1\u5316\u3057\u3066\u3044\u308b\u306e\u306f\u306a\u305c\u3067\u3059\u304b\uff1f<\/strong> 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class=\"wp-block-paragraph\">\u91d1\u878d\u6a5f\u95a2\u306f\u3001\u9867\u5ba2\u304c\u5c45\u4f4f\u3059\u308b\u5404\u56fd\u306e\u7279\u5b9a\u306e\u898f\u5247\u3001\u306a\u3089\u3073\u306b\u91d1\u878d\u6a5f\u95a2\u306e\u81ea\u56fd\u306e\u898f\u5236\u306b\u3001\u52a9\u8a00\u30b5\u30fc\u30d3\u30b9\u304c\u6e96\u62e0\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u78ba\u5b9f\u306b\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u3053\u306e\u4e8c\u91cd\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u304c\u3001\u904b\u7528\u4e0a\u306e\u5927\u304d\u306a\u6469\u64e6\u3092\u751f\u307f\u51fa\u3057\u3066\u3044\u307e\u3059\u3002\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u3001\u91d1\u878d\u5e02\u5834\u3092\u7406\u89e3\u3059\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u7570\u306a\u308b\u5730\u57df\u306b\u5c45\u4f4f\u3059\u308b\u9867\u5ba2\u306b\u7279\u5b9a\u306e\u91d1\u878d\u5546\u54c1\u3092\u63d0\u6848\u3059\u308b\u969b\u306e\u6cd5\u7684\u5f71\u97ff\u306b\u3064\u3044\u3066\u3082\u7406\u89e3\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u6e96\u62e0\u3057\u306a\u3044\u5834\u5408\u3001\u91cd\u3044\u7f70\u91d1\u3001\u55b6\u696d\u8a31\u53ef\u306e\u5265\u596a\u3001\u305d\u3057\u3066\u4fee\u5fa9\u306b\u4f55\u5e74\u3082\u304b\u304b\u308b\u53ef\u80fd\u6027\u306e\u3042\u308b\u6df1\u523b\u306a\u8a55\u5224\u3078\u306e\u30c0\u30e1\u30fc\u30b8\u306b\u3064\u306a\u304c\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 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href=\"https:\/\/www.investglass.com\/ja\/%e3%82%a6%e3%82%a7%e3%83%ab%e3%82%b9%e3%83%bb%e3%83%9e%e3%83%8d%e3%82%b8%e3%83%a1%e3%83%b3%e3%83%88%e3%81%ae%e3%81%9f%e3%82%81%e3%81%aecrm-2026%e5%b9%b4%e3%80%81%e3%82%a4%e3%83%b3%e3%83%99%e3%82%b9\/\" target=\"_self\">\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u5411\u3051CRM<\/a> 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class=\"wp-block-paragraph\">\u56fd\u5883\u3092\u8d8a\u3048\u308b\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u696d\u52d9\u3067\u306f\u3001\u8907\u6570\u306e\u6cd5\u57df\u306b\u307e\u305f\u304c\u308b\u6cd5\u7684\u3001\u7a0e\u52d9\u7684\u3001\u8ca1\u52d9\u7684\u306a\u8ab2\u984c\u306b\u5bfe\u51e6\u3059\u308b\u305f\u3081\u306e\u5305\u62ec\u7684\u306a\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3059\u308b\u305f\u3081\u306b\u3001\u5f01\u8b77\u58eb\u3001\u7a0e\u7406\u58eb\u3001\u516c\u8a8d\u4f1a\u8a08\u58eb\u9593\u306e\u5354\u529b\u304c\u3057\u3070\u3057\u3070\u5fc5\u8981\u3068\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>\u3053\u3046\u3057\u305f\u904b\u55b6\u4e0a\u304a\u3088\u3073\u6280\u8853\u4e0a\u306e\u8ab2\u984c\u304c\u9032\u5316\u3059\u308b\u306b\u3064\u308c\u3066\u3001\u56fd\u5883\u3092\u8d8a\u3048\u305f\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306e\u72b6\u6cc1\u3082\u540c\u69d8\u306b\u5909\u5316\u3057\u3066\u304d\u307e\u3057\u305f\u3002\u3053\u306e\u9032\u5316\u3092\u7406\u89e3\u3059\u308b\u3053\u3068\u304c\u3001\u73fe\u5728\u306e\u74b0\u5883\u3092\u7406\u89e3\u3059\u308b\u9375\u3068\u306a\u308a\u307e\u3059\u3002.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-the-evolution-of-cross-border-wealth-management\">\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u30fb\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306e\u9032\u5316<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-historical-context\">\u6b74\u53f2\u7684\u80cc\u666f<\/h3>\n\n\n\n<p 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class=\"wp-block-paragraph\">\u3053\u306e\u9032\u5316\u306b\u3088\u308a\u3001\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u5f79\u5272\u306f\u6839\u672c\u7684\u306b\u5909\u5316\u3057\u307e\u3057\u305f\u3002\u5f7c\u3089\u306f\u3082\u306f\u3084\u5358\u306a\u308b\u6295\u8cc7\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3067\u306f\u306a\u304f\u3001\u6e96\u6cd5\u5f8b\u5c02\u9580\u5bb6\u3001\u7a0e\u52d9\u30ca\u30d3\u30b2\u30fc\u30bf\u30fc\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u62c5\u5f53\u8005\u3067\u306a\u3051\u308c\u3070\u306a\u308a\u307e\u305b\u3093\u3002\u7acb\u8a3c\u8cac\u4efb\u306f\u5b8c\u5168\u306b\u91d1\u878d\u6a5f\u95a2\u306b\u79fb\u308a\u307e\u3057\u305f\u3002\u8aa0\u610f\u3092\u3082\u3063\u3066\u884c\u52d5\u3059\u308b\u3060\u3051\u3067\u306f\u4e0d\u5341\u5206\u3067\u3042\u308a\u3001\u4f01\u696d\u306f\u3001\u4e0e\u3048\u3089\u308c\u305f\u30a2\u30c9\u30d0\u30a4\u30b9\u3084\u5b9f\u884c\u3055\u308c\u305f\u3059\u3079\u3066\u306e\u53d6\u5f15\u304c\u3001\u8907\u6570\u306e\u7ba1\u8f44\u533a\u57df\u306e\u91cd\u8907\u3059\u308b\u898f\u5236\u306b\u6e96\u62e0\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u3001\u53b3\u683c\u306a\u6587\u66f8\u5316\u3068\u76e3\u67fb\u8a3c\u8de1\u3092\u901a\u3058\u3066\u5b9f\u8a3c\u3067\u304d\u306a\u3051\u308c\u3070\u306a\u308a\u307e\u305b\u3093\u3002.<\/p>\n\n\n\n<p 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class=\"wp-block-paragraph\">\u3053\u306e\u5909\u5316\u306f\u3001\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u5206\u91ce\u306b\u304a\u3051\u308b\u5927\u898f\u6a21\u306a\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u5c0e\u5165\u306e\u6ce2\u3092\u63a8\u9032\u3057\u307e\u3057\u305f\u3002\u3053\u306e\u65b0\u3057\u3044\u73fe\u5b9f\u3092\u30b9\u30d7\u30ec\u30c3\u30c9\u30b7\u30fc\u30c8\u3084\u30ec\u30ac\u30b7\u30fc\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u3067\u7ba1\u7406\u3057\u3088\u3046\u3068\u3059\u308b\u4f01\u696d\u306f\u3001\u3042\u3063\u3068\u3044\u3046\u9593\u306b\u30c7\u30fc\u30bf\u306e\u81a8\u5927\u306a\u91cf\u3068\u898f\u5236\u5909\u66f4\u306e\u30b9\u30d4\u30fc\u30c9\u306b\u5727\u5012\u3055\u308c\u3066\u3057\u307e\u3044\u307e\u3059\u3002\u73fe\u4ee3\u306e\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u306e\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u3001InvestGlass \u306e\u3088\u3046\u306a\u6d17\u7df4\u3055\u308c\u305f\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306b\u4f9d\u5b58\u3057\u3066\u3001\u30c7\u30fc\u30bf\u3092\u96c6\u7d04\u3057\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c1\u30a7\u30c3\u30af\u3092\u81ea\u52d5\u5316\u3057\u3001\u9867\u5ba2\u60c5\u5831\u306b\u95a2\u3059\u308b\u5358\u4e00\u306e\u771f\u5b9f\u306e\u6e90\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>\u3053\u306e\u6b74\u53f2\u7684\u80cc\u666f\u3092\u8e0f\u307e\u3048\u3001\u56fd\u5883\u3092\u8d8a\u3048\u305f\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u696d\u52d9\u306b\u304a\u3051\u308b\u898f\u5236\u304c\u3044\u304b\u306b\u65e5\u3005\u306e\u904b\u55b6\u3092\u5f62\u6210\u3057\u3066\u3044\u308b\u304b\u3092\u691c\u8a3c\u3057\u307e\u3057\u3087\u3046\u3002.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-deep-dive-navigating-regulatory-frameworks-and-suitability\">\u8a73\u7d30\u5206\u6790\uff1a\u898f\u5236\u306e\u67a0\u7d44\u307f\u3068\u9069\u5408\u6027\u306e\u30ca\u30d3\u30b2\u30fc\u30b7\u30e7\u30f3<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-understanding-regulatory-frameworks\">\u898f\u5236\u306e\u67a0\u7d44\u307f\u3092\u7406\u89e3\u3059\u308b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u7279\u5b9a\u306e\u898f\u5236\u67a0\u7d44\u307f\u304c\u3001\u56fd\u5883\u3092\u8d8a\u3048\u305f\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30b5\u30fc\u30d3\u30b9\u306e\u65e5\u5e38\u696d\u52d9\u306b\u3069\u306e\u3088\u3046\u306b\u5f71\u97ff\u3059\u308b\u304b<\/strong> \u6cd5\u57df\u3054\u3068\u306b\u3001\u63d0\u4f9b\u3067\u304d\u308b\u91d1\u878d\u5546\u54c1\u3001\u305d\u308c\u3089\u306e\u8ca9\u58f2\u65b9\u6cd5\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306b\u6c42\u3081\u3089\u308c\u308b\u6ce8\u610f\u7fa9\u52d9\u306b\u3064\u3044\u3066\u3001\u305d\u308c\u305e\u308c\u7570\u306a\u308b\u898f\u5247\u304c\u3042\u308a\u307e\u3059\u3002\u56fd\u5883\u3092\u8d8a\u3048\u3066\u9867\u5ba2\u306e\u9069\u5408\u6027\u3092\u78ba\u4fdd\u3059\u308b\u3053\u3068\u306f\u3001\u7d76\u3048\u9593\u306a\u3044\u6ce8\u610f\u3068\u9ad8\u5ea6\u306a\u6280\u8853\u3092\u5fc5\u8981\u3068\u3059\u308b\u4e3b\u8981\u306a\u8ab2\u984c\u3067\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-the-impact-of-mifid-ii-on-european-operations\">MiFID II\u304c\u6b27\u5dde\u4e8b\u696d\u306b\u4e0e\u3048\u308b\u5f71\u97ff<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u878d\u5546\u54c1\u5e02\u5834\u6307\u4ee4II\uff08MiFID II\u3001\u900f\u660e\u6027\u3068\u6295\u8cc7\u5bb6\u4fdd\u8b77\u306e\u5f37\u5316\u3092\u76ee\u7684\u3068\u3057\u305f\u6b27\u5dde\u9023\u5408\u306e\u898f\u5236\uff09\u306e\u4e0b\u3067\u306f\u3001\u6b27\u5dde\u7d4c\u6e08\u9818\u57df\u5185\u3067\u3001\u307e\u305f\u306f\u6b27\u5dde\u7d4c\u6e08\u9818\u57df\u306e\u9867\u5ba2\u306b\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u3001\u5546\u54c1\u3092\u63a8\u5968\u3059\u308b\u524d\u306b\u3001\u9867\u5ba2\u306e\u77e5\u8b58\u3001\u7d4c\u9a13\u3001\u8ca1\u653f\u72b6\u6cc1\u3001\u6295\u8cc7\u76ee\u6a19\u3092\u53b3\u5bc6\u306b\u8a55\u4fa1\u3057\u306a\u3051\u308c\u3070\u306a\u308a\u307e\u305b\u3093\u3002\u56fd\u5883\u3092\u8d8a\u3048\u305f\u9867\u5ba2\u3092\u6271\u3046\u5834\u5408\u3001\u3053\u306e\u9069\u5408\u6027\u8a55\u4fa1\u306f\u3001\u9867\u5ba2\u306e\u5c45\u4f4f\u56fd\u306e\u898f\u5236\u3068\u4e00\u81f4\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u305d\u306e\u305f\u3081\u306b\u306f\u3001\u3055\u307e\u3056\u307e\u306a\u898f\u5236\u74b0\u5883\u306b\u9069\u5fdc\u3067\u304d\u308b\u52d5\u7684\u306a\u30b7\u30b9\u30c6\u30e0\u304c\u5fc5\u8981\u3067\u3059\u3002\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u3001\u63a8\u5968\u3055\u308c\u308b\u5546\u54c1\u304c\u9867\u5ba2\u306e\u7279\u5b9a\u306e\u56fd\u5883\u3092\u8d8a\u3048\u305f\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u306b\u9069\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u8a3c\u660e\u3059\u308b\u305f\u3081\u306b\u3001\u610f\u601d\u6c7a\u5b9a\u30d7\u30ed\u30bb\u30b9\u306e\u3059\u3079\u3066\u306e\u30b9\u30c6\u30c3\u30d7\u3092\u6587\u66f8\u5316\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-fatca-and-the-complexity-of-us-persons\">FATCA\u3068\u7c73\u56fd\u4eba\u306e\u8907\u96d1\u3055<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u5916\u56fd\u53e3\u5ea7\u7a0e\u52d9\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u6cd5\uff08FATCA\u3001\u7c73\u56fd\u7d0d\u7a0e\u8005\u304c\u4fdd\u6709\u3059\u308b\u8cc7\u7523\u3092\u5916\u56fd\u91d1\u878d\u6a5f\u95a2\u306b\u5831\u544a\u3055\u305b\u308b\u7c73\u56fd\u6cd5\uff09\u306f\u3001\u7c73\u56fd\u4eba\uff08US person\uff09\u3092\u6271\u3046\u6a5f\u95a2\u306b\u3068\u3063\u3066\u3001\u3055\u3089\u306b\u8907\u96d1\u3055\u3092\u5897\u3057\u3066\u3044\u307e\u3059\u3002\u4e16\u754c\u4e2d\u306e\u91d1\u878d\u6a5f\u95a2\u306f\u3001\u7c73\u56fd\u7d0d\u7a0e\u8005\u307e\u305f\u306f\u7c73\u56fd\u7d0d\u7a0e\u8005\u304c\u5b9f\u8cea\u7684\u306a\u6240\u6709\u6a29\u3092\u6301\u3064\u5916\u56fd\u6cd5\u4eba\u304c\u4fdd\u6709\u3059\u308b\u91d1\u878d\u53e3\u5ea7\u306b\u95a2\u3059\u308b\u60c5\u5831\u3092\u5831\u544a\u3059\u308b\u7fa9\u52d9\u304c\u3042\u308a\u307e\u3059\u3002\u7279\u306b\u4e8c\u91cd\u56fd\u7c4d\u8005\u3084\u8907\u96d1\u306a\u4f01\u696d\u69cb\u9020\u3092\u6301\u3064\u7c73\u56fd\u4eba\u3092\u7279\u5b9a\u3059\u308b\u306b\u306f\u3001\u9ad8\u5ea6\u306aKYC\uff08\u9867\u5ba2\u78ba\u8a8d\uff09\u80fd\u529b\u304c\u5fc5\u8981\u3067\u3059\u3002InvestGlass\u306f\u3001FATCA\u3067\u8981\u6c42\u3055\u308c\u308b\u7279\u5b9a\u304a\u3088\u3073\u5831\u544a\u30d7\u30ed\u30bb\u30b9\u3092\u81ea\u52d5\u5316\u3057\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c1\u30fc\u30e0\u306e\u7ba1\u7406\u696d\u52d9\u8ca0\u62c5\u3092\u8efd\u6e1b\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-the-common-reporting-standard-crs\">\u5171\u901a\u5831\u544a\u57fa\u6e96<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">FATCA\u3068\u540c\u69d8\u306b\u3001\u5171\u901a\u5831\u544a\u57fa\u6e96\uff08CRS\u3001OECD\u306b\u3088\u308b\u91d1\u878d\u53e3\u5ea7\u60c5\u5831\u306e\u81ea\u52d5\u4ea4\u63db\u30a4\u30cb\u30b7\u30a2\u30c1\u30d6\uff09\u306f\u3001\u5404\u56fd\u306b\u5bfe\u3057\u3001\u305d\u306e\u91d1\u878d\u6a5f\u95a2\u304b\u3089\u60c5\u5831\u3092\u53d6\u5f97\u3057\u3001\u5e74\u9593\u3092\u901a\u3058\u3066\u4ed6\u306e\u56fd\u3068\u81ea\u52d5\u7684\u306b\u4ea4\u63db\u3059\u308b\u3053\u3068\u3092\u6c42\u3081\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u91d1\u878d\u53e3\u5ea7\u60c5\u5831\u306e\u81ea\u52d5\u4ea4\u63db\uff08AEOI\uff09\u306b\u95a2\u3059\u308b\u30b0\u30ed\u30fc\u30d0\u30eb\u30b9\u30bf\u30f3\u30c0\u30fc\u30c9\u306f\u3001\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u304c\u9867\u5ba2\u306e\u7a0e\u52d9\u4e0a\u306e\u5c45\u4f4f\u5730\u3092\u6b63\u78ba\u306b\u5206\u985e\u3057\u3001\u5831\u544a\u304c\u6b63\u78ba\u304b\u3064\u9069\u6642\u3067\u3042\u308b\u3053\u3068\u3092\u4fdd\u8a3c\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u3053\u3068\u3092\u610f\u5473\u3057\u307e\u3059\u3002CRS\u306e\u30c7\u30fc\u30bf\u7ba1\u7406\u8981\u4ef6\u306f\u81a8\u5927\u3067\u3042\u308b\u305f\u3081\u3001\u81ea\u52d5\u5316\u3055\u308c\u305fCRM\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306f\u4e0d\u53ef\u6b20\u3067\u3059\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-regulatory-frameworks-table\">\u898f\u5236\u30d5\u30ec\u30fc\u30e0\u30ef\u30fc\u30af\u8868<\/h4>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><th colspan=\"1\" rowspan=\"1\"><p><strong>\u898f\u5236<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>\u7ba1\u8f44<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>\u4e3b\u306a\u7126\u70b9<\/strong><\/p><\/th><th colspan=\"1\" rowspan=\"1\"><p><strong>\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306b\u3068\u3063\u3066\u306e\u4e3b\u8981\u306a\u8981\u4ef6<\/strong><\/p><\/th><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>MiFID II<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u6b27\u5dde\u7d4c\u6e08\u9818\u57df<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u6295\u8cc7\u5bb6\u4fdd\u8b77\u3001\u5e02\u5834\u306e\u900f\u660e\u6027<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u9069\u5408\u6027\u8a55\u4fa1\u3001\u8cbb\u7528\u958b\u793a\u3001\u6700\u826f\u57f7\u884c<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\u30d5\u30a1\u30c8\u30ab<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30a2\u30e1\u30ea\u30ab\u5408\u8846\u56fd\uff08\u30b0\u30ed\u30fc\u30d0\u30eb\u30ea\u30fc\u30c1\uff09<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u7c73\u56fd\u5c45\u4f4f\u8005\u306e\u7a0e\u52d9\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u7c73\u56fd\u53e3\u5ea7\u4fdd\u6709\u8005\u306e\u7279\u5b9a\u3068\u5831\u544a<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>CRS<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>100\u4ee5\u4e0a\u306e\u53c2\u52a0\u5730\u57df<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u7d0d\u7a0e\u60c5\u5831\u306e\u81ea\u52d5\u4ea4\u63db<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u7a0e\u52d9\u4e0a\u306e\u5c45\u4f4f\u8005\u5224\u5b9a\u3001\u5e74\u6b21\u5831\u544a<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>GDPR<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u6b27\u5dde\u9023\u5408<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30c7\u30fc\u30bf\u4fdd\u8b77\u3068\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u9069\u6cd5\u306a\u30c7\u30fc\u30bf\u51e6\u7406\u3001\u30c7\u30fc\u30bf\u4e3b\u4f53\u6a29\u3001\u9055\u53cd\u901a\u77e5<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>\u30b9\u30a4\u30b9 AMLA<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30b9\u30a4\u30b9<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30de\u30cd\u30fc\u30ed\u30f3\u30c0\u30ea\u30f3\u30b0\u9632\u6b62<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u9867\u5ba2\u30c7\u30e5\u30fc\u30c7\u30ea\u30b8\u30a7\u30f3\u30b9\u3001\u53d6\u5f15\u30e2\u30cb\u30bf\u30ea\u30f3\u30b0\u3001\u4e0d\u6b63\u884c\u70ba\u306e\u5831\u544a<\/p><\/td><\/tr><tr><td colspan=\"1\" rowspan=\"1\"><p><strong>FINMA \u30ac\u30a4\u30c9\u30e9\u30a4\u30f3<\/strong><\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u30b9\u30a4\u30b9<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u91d1\u878d\u5e02\u5834\u76e3\u7763<\/p><\/td><td colspan=\"1\" rowspan=\"1\"><p>\u56fd\u5883\u3092\u8d8a\u3048\u308b\u30b5\u30fc\u30d3\u30b9\u5236\u9650\u3001\u30e9\u30a4\u30bb\u30f3\u30b9\u8981\u4ef6<\/p><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\"><em>\u79fb\u884c\uff1a\u3053\u308c\u3089\u306e\u30d5\u30ec\u30fc\u30e0\u30ef\u30fc\u30af\u3092\u30ca\u30d3\u30b2\u30fc\u30c8\u3059\u308b\u306b\u306f\u3001\u6cd5\u7684\u5c02\u9580\u77e5\u8b58\u3060\u3051\u3067\u306a\u304f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3068\u52b9\u7387\u6027\u3092\u78ba\u4fdd\u3059\u308b\u305f\u3081\u306e\u9ad8\u5ea6\u306a\u6280\u8853\u7684\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3082\u5fc5\u8981\u3068\u306a\u308a\u307e\u3059\u3002.<\/em><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-the-role-of-automated-compliance-and-kyc\">\u81ea\u52d5\u5316\u3055\u308c\u305f\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3068KYC\u306e\u5f79\u5272<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u56fd\u5883\u3092\u8d8a\u3048\u305f\u4e8b\u696d\u304c\u5b58\u7d9a\u30fb\u6210\u9577\u3059\u308b\u305f\u3081\u306b\u3001\u306a\u305c\u81ea\u52d5\u5316\u3055\u308c\u305f\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u304c\u4e0d\u53ef\u6b20\u306a\u306e\u3067\u3059\u304b\uff1f<\/strong> \u624b\u4f5c\u696d\u306b\u3088\u308b\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30d7\u30ed\u30bb\u30b9\u306f\u3001\u9045\u304f\u3001\u30a8\u30e9\u30fc\u304c\u767a\u751f\u3057\u3084\u3059\u304f\u3001\u73fe\u4ee3\u306e\u56fd\u969b\u7684\u306a\u8cc7\u7523\u7ba1\u7406\u306e\u8981\u6c42\u306b\u306f\u307e\u3059\u307e\u3059\u5bfe\u5fdc\u3067\u304d\u306a\u304f\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u898f\u5236\u8981\u4ef6\u304c multiply \u3059\u308b\u306b\u3064\u308c\u3066\u3001\u65e5\u5e38\u7684\u306a\u30c1\u30a7\u30c3\u30af\u306b\u4eba\u9593\u306e\u4ecb\u5165\u3092\u983c\u308b\u3053\u3068\u306f\u5931\u6557\u3078\u306e\u9053\u3067\u3059\u3002\u56fd\u969b\u7684\u306a\u898f\u5236\u30c1\u30a7\u30c3\u30af\u306e\u91cf\u3068\u8907\u96d1\u3055\u3092\u52b9\u7387\u7684\u304b\u3064\u6b63\u78ba\u306b\u51e6\u7406\u3059\u308b\u306b\u306f\u3001\u81ea\u52d5\u5316\u304c\u5fc5\u8981\u3067\u3059\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-key-steps-in-automated-compliance-and-kyc\">\u81ea\u52d5\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3068KYC\u306e\u4e3b\u8981\u306a\u30b9\u30c6\u30c3\u30d7<\/h4>\n\n\n\n<ol class=\"wp-block-list\">\n<li><strong>\u672c\u4eba\u78ba\u8a8d<\/strong> \u9867\u5ba2\u306e\u672c\u4eba\u78ba\u8a8d\u66f8\u985e\u3092\u53ce\u96c6\u3057\u3001\u691c\u8a3c\u3057\u307e\u3059\u3002.<\/li>\n\n\n\n<li><strong>\u5236\u88c1\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0<\/strong> \u56fd\u969b\u5236\u88c1\u30ea\u30b9\u30c8\u306b\u5bfe\u3059\u308b\u9867\u5ba2\u306e\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0.<\/li>\n\n\n\n<li><strong>\u30e1\u30c7\u30a3\u30a2\u76e3\u8996<\/strong> \u30cd\u30ac\u30c6\u30a3\u30d6\u306a\u30cb\u30e5\u30fc\u30b9\u3084\u98a8\u8a55\u30ea\u30b9\u30af\u3092\u76e3\u8996\u3059\u308b\u3002.<\/li>\n\n\n\n<li><strong>\u30c8\u30e9\u30f3\u30b6\u30af\u30b7\u30e7\u30f3\u76e3\u8996<\/strong> \u4e0d\u6b63\u884c\u70ba\u306e\u53d6\u5f15\u3092\u8ffd\u8de1\u3059\u308b.<\/li>\n\n\n\n<li><strong>\u7d99\u7d9a\u7684\u306a\u30c7\u30e5\u30fc\u30c7\u30ea\u30b8\u30a7\u30f3\u30b9<\/strong> \u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3092\u7d99\u7d9a\u7684\u306b\u66f4\u65b0\u30fb\u30ec\u30d3\u30e5\u30fc\u3059\u308b\u3002.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">\u6d3b\u7528\u3059\u308b\u3053\u3068\u3067 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e3%83%95%e3%82%a1%e3%82%a4%e3%83%8a%e3%83%b3%e3%82%b7%e3%83%a3%e3%83%ab%e3%83%bb%e3%82%a2%e3%83%89%e3%83%90%e3%82%a4%e3%82%b6%e3%83%bc%e3%81%ae%e3%81%9f%e3%82%81%e3%81%aekyc%e8%87%aa%e5%8b%95\/\" target=\"_self\">\u91d1\u878d\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u5411\u3051\u306e\u81ea\u52d5KYC<\/a>, \u3001\u6a5f\u95a2\u306f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3068\u7d99\u7d9a\u7684\u306a\u76e3\u8996\u3092\u5408\u7406\u5316\u3067\u304d\u307e\u3059\u3002InvestGlass\u306fAI\u4e3b\u5c0e\u306e\u30c4\u30fc\u30eb\u3092\u7d71\u5408\u3057\u3066 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e3%82%aa%e3%83%b3%e3%83%9c%e3%83%bc%e3%83%87%e3%82%a3%e3%83%b3%e3%82%b0%e3%81%ab%e3%81%8a%e3%81%91%e3%82%8b%e3%83%aa%e3%82%b9%e3%82%af%e8%a9%95%e4%be%a1%e3%81%ae%e8%87%aa%e5%8b%95%e5%8c%96-2\/\" target=\"_self\">\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u4e2d\u306e\u30ea\u30b9\u30af\u8a55\u4fa1\u306e\u81ea\u52d5\u5316<\/a>, EU\u306eAML\u6307\u4ee4\u3084\u30b9\u30a4\u30b9\u306eAML\u6cd5\uff08\u30a2\u30f3\u30c1\u30fb\u30de\u30cd\u30fc\u30fb\u30ed\u30f3\u30c0\u30ea\u30f3\u30b0\u6cd5\uff09\u306a\u3069\u306e\u5730\u57df\u56fa\u6709\u306e\u898f\u5236\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002\u3053\u306e\u81ea\u52d5\u5316\u306b\u3088\u308a\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u304c\u78ba\u4fdd\u3055\u308c\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u6642\u9593\u3092\u6570\u9031\u9593\u304b\u3089\u6570\u65e5\u3001\u3042\u308b\u3044\u306f\u6570\u6642\u9593\u306b\u77ed\u7e2e\u3059\u308b\u3053\u3068\u3067\u3001\u9867\u5ba2\u4f53\u9a13\u3092\u5927\u5e45\u306b\u5411\u4e0a\u3055\u305b\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3055\u3089\u306b\u3001\u81ea\u52d5\u5316\u3055\u308c\u305f\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u5805\u7262\u306a\u76e3\u67fb\u8a3c\u8de1\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u3059\u3079\u3066\u306e\u30c1\u30a7\u30c3\u30af\u3001\u3059\u3079\u3066\u306e\u627f\u8a8d\u3001\u3059\u3079\u3066\u306e\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u304c\u5b89\u5168\u306b\u8a18\u9332\u3055\u308c\u3001\u898f\u5236\u5f53\u5c40\u306b\u4f01\u696d\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3078\u306e\u53d6\u308a\u7d44\u307f\u306e\u900f\u660e\u306a\u8a3c\u62e0\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u3053\u306e\u900f\u660e\u6027\u306f\u3001\u898f\u5236\u5f53\u5c40\u306e\u76e3\u67fb\u306b\u304a\u3044\u3066\u4e0d\u53ef\u6b20\u3067\u3042\u308a\u3001\u76e3\u7763\u5f53\u5c40\u3068\u306e\u4fe1\u983c\u95a2\u4fc2\u306e\u69cb\u7bc9\u306b\u5f79\u7acb\u3061\u307e\u3059\u3002\u30af\u30ea\u30c3\u30af\u4e00\u3064\u3067\u3001\u5305\u62ec\u7684\u3067\u30bf\u30a4\u30e0\u30b9\u30bf\u30f3\u30d7\u304c\u4ed8\u4e0e\u3055\u308c\u305f\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u8a18\u9332\u3092\u751f\u6210\u3067\u304d\u308b\u80fd\u529b\u306f\u3001\u3082\u306f\u3084\u8d05\u6ca2\u3067\u306f\u306a\u304f\u3001\u898f\u5236\u4e0a\u306e\u671f\u5f85\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>\u79fb\u884c\uff1a\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u8d85\u3048\u3066\u3001\u7a0e\u52d9\u7fa9\u52d9\u306f\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30b5\u30dd\u30fc\u30c8\u306b\u304a\u3051\u308b\u3082\u3046\u4e00\u3064\u306e\u8907\u96d1\u3055\u3092\u63d0\u793a\u3057\u307e\u3059\u3002.<\/em><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-the-critical-importance-of-cross-border-tax-compliance\">\u56fd\u5883\u3092\u8d8a\u3048\u305f\u7a0e\u52d9\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u6975\u3081\u3066\u91cd\u8981\u306a\u91cd\u8981\u6027<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30b5\u30dd\u30fc\u30c8\u306b\u304a\u3044\u3066\u3001\u7a0e\u52d9\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306f\u3001\u304a\u305d\u3089\u304f\u6700\u3082\u8907\u96d1\u306a\u5074\u9762\u3067\u3059\u3002\u5358\u7d14\u306a\u30aa\u30d5\u30b7\u30e7\u30a2\u53e3\u5ea7\u306e\u6642\u4ee3\u306f\u3068\u3046\u306b\u904e\u304e\u307e\u3057\u305f\u3002\u4eca\u65e5\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u3001\u4e8c\u56fd\u9593\u79df\u7a0e\u6761\u7d04\u3001\u4e8c\u91cd\u8ab2\u7a0e\u9632\u6b62\u6761\u7d04\u3001\u305d\u3057\u3066\u6bce\u5e74\u306e\u653f\u5e9c\u4e88\u7b97\u306b\u3088\u3063\u3066\u5909\u66f4\u3055\u308c\u3046\u308b\u56fd\u5185\u7a0e\u6cd5\u3068\u3044\u3046\u7db2\u306e\u76ee\u3092\u304b\u3044\u304f\u3050\u3089\u306a\u3051\u308c\u3070\u306a\u308a\u307e\u305b\u3093\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u82f1\u56fd\u5728\u4f4f\u3067\u3001\u30b9\u30a4\u30b9\u306b\u8cc7\u7523\u3092\u4fdd\u6709\u3057\u3001\u7c73\u56fd\u3067\u4e8b\u696d\u304b\u3089\u53ce\u76ca\u3092\u5f97\u3066\u3044\u308b\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306b\u3068\u3063\u3066\u3001\u7a0e\u52d9\u4e0a\u306e\u5f71\u97ff\u306f\u751a\u5927\u3067\u3059\u3002\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u3001\u63a8\u5968\u3059\u308b\u6295\u8cc7\u69cb\u9020\u304c\u3001\u3044\u305a\u308c\u304b\u306e\u7ba1\u8f44\u533a\u57df\u3067\u610f\u56f3\u305b\u305a\u53b3\u3057\u3044\u7a0e\u8ca0\u62c5\u3092\u62db\u304b\u306a\u3044\u3088\u3046\u306b\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u3053\u308c\u306b\u306f\u3001\u6d77\u5916\u5b50\u4f1a\u793e\u304c\u7a3c\u5f97\u3057\u305f\u7279\u5b9a\u306e\u7a2e\u985e\u306e\u6240\u5f97\u306b\u5bfe\u3059\u308b\u8ab2\u7a0e\u7e70\u5ef6\u3079\u3092\u9632\u6b62\u3059\u308b\u898f\u5247\u3067\u3042\u308b\u3001\u79fb\u8ee2\u4fa1\u683c\u7a0e\u5236\uff08CFC\u30eb\u30fc\u30eb\uff09\u3001\u7279\u5b9a\u306e\u5916\u56fd\u6295\u8cc7\u30d3\u30fc\u30af\u30eb\u3092\u5bfe\u8c61\u3068\u3059\u308b\u7c73\u56fd\u306e\u7a0e\u5236\u3067\u3042\u308b\u3001\u30d1\u30c3\u30b7\u30d6\u5916\u56fd\u6295\u8cc7\u4f1a\u793e\uff08PFIC\uff09\u898f\u5247\u3001\u304a\u3088\u3073\u6e90\u6cc9\u5fb4\u53ce\u7a0e\u306e\u30cb\u30e5\u30a2\u30f3\u30b9\u3068\u3044\u3063\u305f\u6982\u5ff5\u306e\u6df1\u3044\u7406\u89e3\u304c\u5fc5\u8981\u3067\u3059\u3002.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u5185\u90e8\u30ea\u30f3\u30af<\/strong> <a href=\"https:\/\/www.investglass.com\/ja\/cross-border-advisory-support-comprehensive-guide\/\" target=\"_self\" rel=\"noopener noreferrer\">CFC\u306e\u898f\u5247\u306b\u3064\u3044\u3066\u3082\u3063\u3068\u77e5\u308b<\/a> \u305d\u3057\u3066 <a href=\"https:\/\/www.investglass.com\/de\/umfassender-leitfaden-fur-grenzuberschreitende-beratungsunterstutzung\/\" target=\"_self\" rel=\"noopener noreferrer\">PFIC\u898f\u5236<\/a>.<\/p>\n<\/blockquote>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f8b\u3048\u3070\u3001\u30aa\u30fc\u30b9\u30c8\u30ea\u30a2\u3067\u306f\u3001\u30aa\u30fc\u30b9\u30c8\u30ea\u30a2\u3068\u4ed6\u56fd\u3068\u306e\u5728\u5b85\u52e4\u52d9\u306e\u53d6\u308a\u6c7a\u3081\u304c\u6052\u4e45\u7684\u65bd\u8a2d\uff08PE\uff09\u3092\u5275\u8a2d\u3057\u3001\u8ab2\u7a0e\u5bfe\u8c61\u3068\u306a\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u3068\u3044\u3046\u65b0\u3057\u3044\u898f\u5236\u304c\u5c0e\u5165\u3055\u308c\u3066\u304a\u308a\u3001\u56fd\u5883\u3092\u8d8a\u3048\u308b\u30b7\u30ca\u30ea\u30aa\u306b\u304a\u3051\u308b\u73fe\u5730\u306e\u7a0e\u5236\u4e0a\u306e\u5f71\u97ff\u3092\u7406\u89e3\u3059\u308b\u3053\u3068\u306e\u91cd\u8981\u6027\u304c\u5f37\u8abf\u3055\u308c\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u5805\u7262\u306a\u30c7\u30fc\u30bf\u7ba1\u7406\u6a5f\u80fd\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u3067\u3001\u3053\u306e\u8907\u96d1\u306a\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u3092\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u3002InvestGlass\u81ea\u4f53\u306f\u7a0e\u52d9\u30a2\u30c9\u30d0\u30a4\u30b9\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u305b\u3093\u304c\u3001\u305d\u306eCRM\u304a\u3088\u3073 <a href=\"https:\/\/www.investglass.com\/ja\/2025%e5%b9%b4%e3%80%81%e8%b3%a2%e3%81%84%e6%8a%95%e8%b3%87%e5%ae%b6%e3%81%ae%e3%81%9f%e3%82%81%e3%81%ae%e3%83%99%e3%82%b9%e3%83%88%e3%83%bb%e3%83%9d%e3%83%bc%e3%83%88%e3%83%95%e3%82%a9%e3%83%aa\/\" target=\"_self\" rel=\"noopener noreferrer\">\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30c4\u30fc\u30eb<\/a> \u53d6\u5f15\u5c65\u6b74\u304b\u3089\u914d\u5f53\u91d1\u3001\u30ad\u30e3\u30d4\u30bf\u30eb\u30b2\u30a4\u30f3\u306b\u81f3\u308b\u307e\u3067\u3001\u5fc5\u8981\u306a\u3059\u3079\u3066\u306e\u30c7\u30fc\u30bf\u3092\u6b63\u78ba\u306b\u8a18\u9332\u3057\u3001\u7c21\u5358\u306b\u30a8\u30af\u30b9\u30dd\u30fc\u30c8\u3067\u304d\u308b\u3053\u3068\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u4f01\u696d\u306f\u5c02\u9580\u7684\u306a\u7a0e\u52d9\u5831\u544a\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u3068\u30b7\u30fc\u30e0\u30ec\u30b9\u306b\u7d71\u5408\u3057\u305f\u308a\u3001\u5916\u90e8\u306e\u7a0e\u7406\u58eb\u306b\u30af\u30ea\u30fc\u30f3\u3067\u69cb\u9020\u5316\u3055\u308c\u305f\u30c7\u30fc\u30bf\u3092\u63d0\u4f9b\u3057\u305f\u308a\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u3001\u9867\u5ba2\u304c\u30b0\u30ed\u30fc\u30d0\u30eb\u306a\u7a0e\u52d9\u7fa9\u52d9\u3092\u52b9\u7387\u7684\u306b\u679c\u305f\u3059\u3053\u3068\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>\u79fb\u884c: \u7a0e\u91d1\u306b\u52a0\u3048\u3066\u3001\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30b5\u30dd\u30fc\u30c8\u306f\u3001\u30b0\u30ed\u30fc\u30d0\u30eb\u306b\u6d3b\u8e8d\u3059\u308b\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u9000\u8077\u304a\u3088\u3073\u793e\u4f1a\u4fdd\u969c\u8a08\u753b\u306b\u3082\u5bfe\u5fdc\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002.<\/em><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-social-security-and-retirement-planning-across-borders\">\u56fd\u969b\u7684\u306a\u793e\u4f1a\u4fdd\u969c\u3068\u9000\u8077\u8a08\u753b<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u56fd\u969b\u7684\u306a\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30b5\u30dd\u30fc\u30c8\u306f\u3001\u793e\u4f1a\u4fdd\u969c\u3084\u9000\u8077\u5f8c\u306e\u8a08\u753b\u306b\u3082\u53ca\u3073\u307e\u3059\u3002\u30c8\u30fc\u30bf\u30e9\u30a4\u30bc\u30fc\u30b7\u30e7\u30f3\u5354\u5b9a\uff08\u8907\u6570\u306e\u56fd\u3067\u50cd\u304f\u4eba\u3005\u306e\u793e\u4f1a\u4fdd\u969c\u306e\u9069\u7528\u3068\u7d66\u4ed8\u3092\u8abf\u6574\u3059\u308b\u4e8c\u56fd\u9593\u5354\u5b9a\uff09\u3084\u56fd\u5883\u3092\u8d8a\u3048\u305f\u5e74\u91d1\u5236\u5ea6\u306e\u30e1\u30ea\u30c3\u30c8\u306f\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u304c\u793e\u4f1a\u4fdd\u969c\u7d66\u4ed8\u3092\u6700\u5927\u5316\u3059\u308b\u306e\u306b\u5f79\u7acb\u3061\u3001\u8907\u6570\u306e\u5730\u57df\u3067\u50cd\u3044\u305f\u308a\u5f15\u9000\u3057\u305f\u308a\u3059\u308b\u969b\u306b\u6700\u3082\u6709\u5229\u306a\u7d50\u679c\u3092\u5f97\u3089\u308c\u308b\u3088\u3046\u306b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong>\u5185\u90e8\u30ea\u30f3\u30af<\/strong> <a href=\"https:\/\/www.investglass.com\/ja\/%e8%b6%8a%e5%a2%83%e3%82%a2%e3%83%89%e3%83%90%e3%82%a4%e3%82%b6%e3%83%aa%e3%83%bc%e3%82%b5%e3%83%9d%e3%83%bc%e3%83%88%e7%b7%8f%e5%90%88%e3%82%ac%e3%82%a4%e3%83%89\/\" target=\"_self\" rel=\"noopener noreferrer\">\u5305\u62ec\u5354\u5b9a\u3068\u306f\u4f55\u3067\u3059\u304b\uff1f<\/a><\/p>\n<\/blockquote>\n\n\n\n<p class=\"wp-block-paragraph\"><em>\u79fb\u884c\uff1a\u6a5f\u5bc6\u6027\u306e\u9ad8\u3044\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30c7\u30fc\u30bf\u304c\u95a2\u308f\u308b\u305f\u3081\u3001\u56fd\u5883\u3092\u8d8a\u3048\u305f\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u306b\u304a\u3044\u3066\u306f\u3001\u30c7\u30fc\u30bf\u4e3b\u6a29\u3068\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u304c\u6700\u91cd\u8981\u3068\u306a\u308a\u307e\u3059\u3002.<\/em><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-data-sovereignty-and-security-in-global-advisory\">\u30b0\u30ed\u30fc\u30d0\u30eb\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u306b\u304a\u3051\u308b\u30c7\u30fc\u30bf\u4e3b\u6a29\u3068\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u30c7\u30fc\u30bf\u4e3b\u6a29\u304c\u56fd\u5883\u3092\u8d8a\u3048\u3066\u6d3b\u52d5\u3059\u308b\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3068\u305d\u306e\u5bcc\u88d5\u5c64\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306b\u3068\u3063\u3066\u91cd\u8981\u306a\u61f8\u5ff5\u4e8b\u9805\u3067\u3042\u308b\u306e\u306f\u306a\u305c\u3067\u3059\u304b\uff1f<\/strong> \u30c7\u30fc\u30bf\u4fdd\u8b77\u6cd5\u304c\u4e16\u754c\u7684\u306b\u53b3\u683c\u5316\u3059\u308b\u306b\u3064\u308c\u3066\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30c7\u30fc\u30bf\u306e\u4fdd\u5b58\u5834\u6240\u3068\u65b9\u6cd5\u306f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u4e0a\u306e\u6700\u91cd\u8981\u4e8b\u9805\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u6b27\u5dde\u306e\u4e00\u822c\u30c7\u30fc\u30bf\u4fdd\u8b77\u898f\u5247\uff08GDPR\u3001\u6b27\u5dde\u9023\u5408\u306e\u30c7\u30fc\u30bf\u4fdd\u8b77\u304a\u3088\u3073\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u306b\u95a2\u3059\u308b\u6cd5\uff09\u306a\u3069\u306e\u898f\u5236\u306f\u3001\u30c7\u30fc\u30bf\u8ee2\u9001\u3068\u4fdd\u5b58\u306b\u53b3\u683c\u306a\u30eb\u30fc\u30eb\u3092\u8ab2\u3057\u3066\u304a\u308a\u3001\u9055\u53cd\u3057\u305f\u5834\u5408\u306b\u306f\u53b3\u3057\u3044\u7f70\u5247\u304c\u79d1\u305b\u3089\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u91d1\u878d\u6a5f\u95a2\u306f\u3001\u6a5f\u5bc6\u6027\u306e\u9ad8\u3044\u9867\u5ba2\u60c5\u5831\u3092\u4e0d\u6b63\u30a2\u30af\u30bb\u30b9\u304b\u3089\u4fdd\u8b77\u3057\u3001\u73fe\u5730\u306e\u30c7\u30fc\u30bf\u5c45\u4f4f\u8981\u4ef6\u3092\u9075\u5b88\u3059\u308b\u3053\u3068\u3092\u4fdd\u8a3c\u3057\u306a\u3051\u308c\u3070\u306a\u308a\u307e\u305b\u3093\u3002\u6c4e\u7528\u7684\u306a\u7c73\u56fd\u30d9\u30fc\u30b9\u306e\u30af\u30e9\u30a6\u30c9\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u306b\u4f9d\u5b58\u3059\u308b\u3053\u3068\u306f\u3001\u305f\u3068\u3048\u30c7\u30fc\u30bf\u304c\u3069\u3053\u306b\u4fdd\u5b58\u3055\u308c\u3066\u3044\u3066\u3082\u3001\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u306b\u30c7\u30fc\u30bf\u306e\u5f15\u304d\u6e21\u3057\u3092\u5f37\u5236\u3059\u308b\u53ef\u80fd\u6027\u304c\u3042\u308b\u7c73\u56fd\u30af\u30e9\u30a6\u30c9\u6cd5\u306e\u3088\u3046\u306a\u3001\u7ba1\u8f44\u6a29\u30ea\u30b9\u30af\u306b\u4f01\u696d\u3092\u3055\u3089\u3059\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u7d76\u5bfe\u7684\u306a\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u3068\u6a5f\u5bc6\u6027\u3092\u8981\u6c42\u3059\u308b\u56fd\u969b\u7684\u306a\u9867\u5ba2\u306b\u3068\u3063\u3066\u91cd\u5927\u306a\u61f8\u5ff5\u4e8b\u9805\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u3059\u3079\u3066\u306e\u30c7\u30fc\u30bf\u304c\u30b9\u30a4\u30b9\u56fd\u5185\u306e\u53b3\u683c\u306a\u30c7\u30fc\u30bf\u4fdd\u8b77\u6cd5\u306b\u57fa\u3065\u304d\u30db\u30b9\u30c8\u3055\u308c\u308b\u3001\u30b9\u30a4\u30b9\u4e3b\u6a29\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3057\u3066\u3044\u307e\u3059\u3002\u30b9\u30a4\u30b9\u306f\u3001\u9577\u5e74\u306e\u91d1\u878d\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u306e\u4f1d\u7d71\u3068\u5805\u7262\u306a\u6cd5\u7684\u67a0\u7d44\u307f\u306b\u3088\u308a\u3001\u6a5f\u5bc6\u6027\u306e\u9ad8\u3044\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u30c7\u30fc\u30bf\u306e\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u306b\u7406\u60f3\u7684\u306a\u5834\u6240\u3068\u306a\u3063\u3066\u3044\u307e\u3059\u3002\u3053\u306e\u30b3\u30df\u30c3\u30c8\u30e1\u30f3\u30c8\u306f <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e3%83%87%e3%83%bc%e3%82%bf%e4%b8%bb%e6%a8%a9%e3%81%a8%e3%82%b5%e3%82%a4%e3%83%90%e3%83%bc%e3%82%bb%e3%82%ad%e3%83%a5%e3%83%aa%e3%83%86%e3%82%a3-%e9%87%8d%e8%a6%81%e3%81%aa%e6%b4%9e%e5%af%9f%e3%81%a8\/\" target=\"_self\">\u30c7\u30fc\u30bf\u4e3b\u6a29\u3068\u30b5\u30a4\u30d0\u30fc\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3<\/a> \u91d1\u878d\u6a5f\u95a2\u304c\u30c7\u30fc\u30bf\u6574\u5408\u6027\u3092\u640d\u306a\u3046\u3053\u3068\u306a\u304f\u3001\u307e\u305f\u5916\u56fd\u306e\u7ba1\u8f44\u6a29\u306e\u884c\u304d\u904e\u304e\u306b\u3055\u3089\u3055\u308c\u308b\u3053\u3068\u306a\u304f\u3001\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u306e\u9867\u5ba2\u3092\u7ba1\u7406\u3059\u308b\u81ea\u4fe1\u3092\u6301\u3064\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e3b\u6a29\u306e\u3042\u308bCRM\u3092\u9078\u629e\u3059\u308b\u3053\u3068\u3067\u3001\u4f01\u696d\u306f\u9867\u5ba2\u306b\u5bfe\u3057\u3001\u30c7\u30fc\u30bf\u304c\u53ce\u76ca\u5316\u3055\u308c\u305f\u308a\u3001\u540c\u610f\u306a\u3057\u306b\u7b2c\u4e09\u8005\u306eAI\u30e2\u30c7\u30eb\u3067\u5206\u6790\u3055\u308c\u305f\u308a\u3001\u4e0d\u5f53\u306a\u653f\u5e9c\u306e\u76e3\u8996\u3092\u53d7\u3051\u305f\u308a\u3057\u306a\u3044\u3053\u3068\u3092\u4fdd\u8a3c\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u30ec\u30d9\u30eb\u306e\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u306f\u3001\u7279\u306b\u30c7\u30fc\u30bf\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u306b\u95a2\u3059\u308b\u61f8\u5ff5\u304c\u9ad8\u3044\u5730\u57df\u304b\u3089\u306e\u9867\u5ba2\u306b\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u5e02\u5834\u306b\u304a\u3044\u3066\u3001\u91cd\u8981\u306a\u7af6\u4e89\u512a\u4f4d\u6027\u3068\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>\u30c8\u30e9\u30f3\u30b8\u30b7\u30e7\u30f3\uff1a\u56fd\u5883\u3092\u8d8a\u3048\u305f\u4e8b\u696d\u306b\u304a\u3051\u308b\u30ea\u30b9\u30af\u7ba1\u7406\u306b\u306f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3084\u30c7\u30fc\u30bf\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u306b\u3068\u3069\u307e\u3089\u306a\u3044\u3001\u5305\u62ec\u7684\u306a\u30a2\u30d7\u30ed\u30fc\u30c1\u304c\u5fc5\u8981\u3067\u3059\u3002.<\/em><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-managing-cross-border-risk-and-exposure\">\u56fd\u5883\u3092\u8d8a\u3048\u308b\u30ea\u30b9\u30af\u3068\u30a8\u30af\u30b9\u30dd\u30fc\u30b8\u30e3\u30fc\u306e\u7ba1\u7406<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u56fd\u5883\u3092\u8d8a\u3048\u305f\u30ea\u30b9\u30af\u7ba1\u7406\u306f\u3001\u5358\u306a\u308b\u5e02\u5834\u306e\u30dc\u30e9\u30c6\u30a3\u30ea\u30c6\u30a3\u3092\u306f\u308b\u304b\u306b\u8d85\u3048\u308b\u3082\u306e\u3067\u3059\u3002\u901a\u8ca8\u30ea\u30b9\u30af\u3001\u5730\u653f\u5b66\u7684\u30ea\u30b9\u30af\u3001\u898f\u5236\u30ea\u30b9\u30af\u3001\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30ca\u30eb\u30ea\u30b9\u30af\u304c\u542b\u307e\u308c\u307e\u3059\u3002\u65b0\u8208\u5e02\u5834\u306b\u304a\u3051\u308b\u653f\u5e9c\u65b9\u91dd\u306e\u7a81\u767a\u7684\u306a\u5909\u66f4\u306f\u3001\u9867\u5ba2\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u72b6\u6cc1\u3092\u77ac\u6642\u306b\u5909\u3048\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002\u540c\u69d8\u306b\u3001\u70ba\u66ff\u30ec\u30fc\u30c8\u306e\u5909\u52d5\u306f\u3001\u56fd\u969b\u6295\u8cc7\u306e\u5b9f\u969b\u306e\u30ea\u30bf\u30fc\u30f3\u306b\u5927\u304d\u306a\u5f71\u97ff\u3092\u4e0e\u3048\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u3001\u3053\u308c\u3089\u306e\u8907\u96d1\u306a\u30ea\u30b9\u30af\u30b7\u30ca\u30ea\u30aa\u3092\u30e2\u30c7\u30eb\u5316\u3067\u304d\u308b\u30c4\u30fc\u30eb\u3092\u5fc5\u8981\u3068\u3057\u3066\u3044\u307e\u3059\u3002\u3055\u307e\u3056\u307e\u306a\u5730\u653f\u5b66\u7684\u306a\u30a4\u30d9\u30f3\u30c8\u3084\u901a\u8ca8\u30b7\u30e7\u30c3\u30af\u306b\u5bfe\u3057\u3066\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u3092\u30b9\u30c8\u30ec\u30b9\u30c6\u30b9\u30c8\u3067\u304d\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u3055\u3089\u306b\u3001\u56fd\u5883\u3092\u8d8a\u3048\u305f\u53d6\u5f15\u304c\u6c7a\u6e08\u306e\u5931\u6557\u3084\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u9055\u53cd\u306a\u3057\u306b\u3001\u5b8c\u74a7\u306b\u5b9f\u884c\u3055\u308c\u308b\u3053\u3068\u3092\u4fdd\u8a3c\u3059\u308b\u305f\u3081\u306b\u3001\u5805\u7262\u306a\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30ca\u30eb\u30ea\u30b9\u30af\u7ba1\u7406\u30d5\u30ec\u30fc\u30e0\u30ef\u30fc\u30af\u304c\u5fc5\u8981\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u7d71\u5408\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u5305\u62ec\u7684\u306a\u30ea\u30b9\u30af\u7ba1\u7406\u306e\u57fa\u76e4\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u3059\u3079\u3066\u306e\u9867\u5ba2\u304a\u3088\u3073\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u30c7\u30fc\u30bf\u3092\u4e00\u5143\u5316\u3059\u308b\u3053\u3068\u3067\u3001\u4f01\u696d\u306f\u30b0\u30ed\u30fc\u30d0\u30eb\u306a\u30a8\u30af\u30b9\u30dd\u30fc\u30b8\u30e3\u30fc\u3092\u5168\u4f53\u7684\u306b\u628a\u63e1\u3067\u304d\u307e\u3059\u3002\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306e\u81ea\u52d5\u5316\u6a5f\u80fd\u306f\u3001\u624b\u52d5\u3067\u306e\u30c7\u30fc\u30bf\u5165\u529b\u3092\u6392\u9664\u3057\u3001\u3069\u306e\u30aa\u30d5\u30a3\u30b9\u3084\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u53d6\u5f15\u3092\u51e6\u7406\u3059\u308b\u304b\u306b\u95a2\u308f\u3089\u305a\u3001\u6a19\u6e96\u7684\u306a\u904b\u7528\u624b\u9806\u304c\u4e00\u8cab\u3057\u3066\u9075\u5b88\u3055\u308c\u308b\u3088\u3046\u306b\u3059\u308b\u3053\u3068\u3067\u3001\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30ca\u30eb\u30ea\u30b9\u30af\u3092\u4f4e\u6e1b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u30d7\u30ed\u30a2\u30af\u30c6\u30a3\u30d6\u306a\u30d5\u30ec\u30fc\u30e0\u30ef\u30fc\u30af\u3068\u30ec\u30b8\u30ea\u30a8\u30f3\u30b9\u69cb\u7bc9\u3092\u901a\u3058\u3066\u3001\u30b0\u30ed\u30fc\u30d0\u30eb\u5e02\u5834\u306b\u304a\u3051\u308b\u4e0d\u78ba\u5b9f\u6027\u3092\u7ba1\u7406\u3057\u3001\u7d44\u7e54\u304c\u30ea\u30b9\u30af\u3092\u6226\u7565\u7684\u512a\u4f4d\u306b\u5909\u3048\u308b\u3053\u3068\u3092\u53ef\u80fd\u306b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>\u79fb\u884c\uff1a\u3053\u308c\u3089\u306e\u30ea\u30b9\u30af\u7ba1\u7406\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u30cb\u30fc\u30ba\u3092\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u306b\u306f\u3001\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u904b\u7528\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u304c\u4e0d\u53ef\u6b20\u3067\u3059\u3002.<\/em><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-streamlining-operations-with-investglass\">InvestGlass \u306b\u3088\u308b\u696d\u52d9\u52b9\u7387\u5316<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>InvestGlass \u306f\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30e9\u30a4\u30d5\u30b5\u30a4\u30af\u30eb\u5168\u4f53\u306b\u308f\u305f\u308b\u30b7\u30fc\u30e0\u30ec\u30b9\u306a\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30b5\u30dd\u30fc\u30c8\u3092\u3069\u306e\u3088\u3046\u306b\u63d0\u4f9b\u3057\u307e\u3059\u304b\uff1f<\/strong> \u56fd\u969b\u7684\u306a\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u3092\u7ba1\u7406\u3059\u308b\u306b\u306f\u3001\u30d5\u30ed\u30f3\u30c8\u30aa\u30d5\u30a3\u30b9\u306e\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u3068\u30d0\u30c3\u30af\u30aa\u30d5\u30a3\u30b9\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u304a\u3088\u3073\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3\u3092\u9023\u643a\u3055\u305b\u308b\u7d71\u5408\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u304c\u5fc5\u8981\u3067\u3059\u3002\u30b5\u30a4\u30ed\u5316\u3055\u308c\u305f\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u30c7\u30fc\u30bf\u306e\u30b5\u30a4\u30ed\u5316\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30ea\u30b9\u30af\u306e\u5897\u5927\u3001\u305d\u3057\u3066\u9867\u5ba2\u4f53\u9a13\u306e\u65ad\u7d76\u306b\u3064\u306a\u304c\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-key-features-of-investglass-for-cross-border-advisory\">\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u306b\u304a\u3051\u308bInvestGlass\u306e\u4e3b\u306a\u6a5f\u80fd<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u30c7\u30b8\u30bf\u30eb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0<\/strong> \u7ba1\u8f44\u6a29\u56fa\u6709\u306e\u8981\u4ef6\u306b\u5408\u308f\u305b\u305f\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u53ef\u80fd\u306a\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3002.<\/li>\n\n\n\n<li><strong>CRM\u7d71\u5408<\/strong> \u4e00\u5143\u5316\u3055\u308c\u305f\u9867\u5ba2\u30c7\u30fc\u30bf\u3068\u898f\u5236\u8ffd\u8de1.<\/li>\n\n\n\n<li><strong>\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\uff1a<\/strong> \u8907\u6570\u901a\u8ca8\u3001\u8907\u6570\u7ba1\u8f44\u533a\u57df\u3067\u306e\u8cc7\u7523\u76e3\u8996\u3002.<\/li>\n\n\n\n<li><strong>\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3<\/strong> \u30bf\u30fc\u30b2\u30c3\u30c8\u3092\u7d5e\u3063\u305f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u6e96\u62e0\u3057\u305f\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3.<\/li>\n\n\n\n<li><strong>\u30ce\u30fc\u30b3\u30fc\u30c9\u81ea\u52d5\u5316<\/strong> \u627f\u8a8d\u3001\u6e21\u822a\u5236\u9650\u306a\u3069\u306e\u30ab\u30b9\u30bf\u30e0\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3002.<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"h-example-digital-onboarding-steps\">\u30c7\u30b8\u30bf\u30eb\u306e\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u624b\u9806<\/h4>\n\n\n\n<ol class=\"wp-block-list\">\n<li>\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u304c\u30bb\u30ad\u30e5\u30a2\u30dd\u30fc\u30bf\u30eb\u7d4c\u7531\u3067\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u958b\u59cb\u3057\u307e\u3059\u3002.<\/li>\n\n\n\n<li>\u30b7\u30b9\u30c6\u30e0\u304c\u3001\u5404\u7ba1\u8f44\u533a\u57df\u56fa\u6709\u306e\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u3092\u52d5\u7684\u306b\u8981\u6c42\u3057\u307e\u3059\u3002.<\/li>\n\n\n\n<li>\u81ea\u52d5KYC\/AML\u30c1\u30a7\u30c3\u30af\u304c\u5b9f\u884c\u3055\u308c\u307e\u3059\u3002.<\/li>\n\n\n\n<li>\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u30ec\u30d3\u30e5\u30fc\u3057\u3001\u627f\u8a8d\u3057\u307e\u3059\u3002.<\/li>\n\n\n\n<li>\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30a2\u30ab\u30a6\u30f3\u30c8\u304c\u6709\u52b9\u5316\u3055\u308c\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u306b\u7d71\u5408\u3055\u308c\u307e\u3057\u305f\u3002.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\"><em>\u79fb\u884c\uff1a\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3068\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3\u3092\u8d85\u3048\u3066\u3001\u53d7\u76ca\u8005\u6240\u6709\u6a29\u306e\u900f\u660e\u6027\u306f\u3001\u898f\u5236\u5f53\u5c40\u306e\u6ce8\u76ee\u3092\u96c6\u3081\u3066\u3044\u308b\u5206\u91ce\u3067\u3059\u3002.<\/em><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-the-importance-of-beneficial-ownership-information\">\u53d7\u76ca\u8005\u60c5\u5831\uff08\u5b9f\u8cea\u7684\u652f\u914d\u8005\u60c5\u5831\uff09\u306e\u91cd\u8981\u6027<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Beneficial Ownership Information (BOI) \u306e\u8ffd\u8de1\u304c\u56fd\u5883\u3092\u8d8a\u3048\u305f\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u3068\u3063\u3066\u6975\u3081\u3066\u91cd\u8981\u306a\u306e\u306f\u306a\u305c\u3067\u3059\u304b\uff1f<\/strong> \u5730\u7403\u898f\u6a21\u306e\u91d1\u878d\u72af\u7f6a\u3068\u306e\u6226\u3044\u306b\u304a\u3044\u3066\u3001\u4f01\u696d\u4f53\u3084\u4fe1\u8a17\u3092\u8ab0\u304c\u7ba1\u7406\u3057\u3066\u3044\u308b\u304b\u3092\u6b63\u78ba\u306b\u7406\u89e3\u3059\u308b\u3053\u3068\u304c\u6975\u3081\u3066\u91cd\u8981\u3067\u3059\u3002\u60aa\u610f\u306e\u3042\u308b\u8005\u306f\u3001\u3057\u3070\u3057\u3070\u8907\u96d1\u3067\u8907\u6570\u306e\u6cd5\u57df\u306b\u307e\u305f\u304c\u308b\u4f01\u696d\u69cb\u9020\u3092\u5229\u7528\u3057\u3066\u3001\u8cc7\u7523\u306e\u771f\u306e\u6240\u6709\u6a29\u3092\u96a0\u853d\u3057\u3001\u30de\u30cd\u30fc\u30ed\u30f3\u30c0\u30ea\u30f3\u30b0\u3001\u8131\u7a0e\u3001\u30c6\u30ed\u8cc7\u91d1\u4f9b\u4e0e\u3092\u5bb9\u6613\u306b\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e16\u754c\u4e2d\u306e\u898f\u5236\u5f53\u5c40\u306f\u3001BOI\uff08\u53d7\u76ca\u8005\u60c5\u5831\uff09\u306b\u95a2\u3059\u308b\u898f\u5247\u3092\u5f37\u5316\u3057\u3066\u3044\u307e\u3059\u3002\u91d1\u878d\u6a5f\u95a2\u306f\u3001\u7ba1\u7406\u3057\u3066\u3044\u308b\u53e3\u5ea7\u306e\u6700\u7d42\u7684\u306a\u53d7\u76ca\u8005\uff08UBO\uff09\u3092\u7279\u5b9a\u3059\u308b\u305f\u3081\u306b\u3001\u4f01\u696d\u6240\u6709\u306e\u968e\u5c64\u3092\u6df1\u304f\u6398\u308a\u4e0b\u3052\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u56fd\u5883\u3092\u8d8a\u3048\u308b\u6587\u8108\u3067\u306f\u3001\u3053\u308c\u306b\u306f\u3057\u3070\u3057\u3070\u3001\u8907\u6570\u306e\u30bf\u30c3\u30af\u30b9\u30d8\u30a4\u30d6\u30f3\u3084\u6cd5\u7684\u7ba1\u8f44\u533a\u57df\u306b\u307e\u305f\u304c\u308b\u69cb\u9020\u3092\u89e3\u304d\u307b\u3050\u3059\u3053\u3068\u304c\u4f34\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u69cb\u9020\u5316\u3055\u308c\u305f\u30c7\u30fc\u30bf\u30d5\u30a3\u30fc\u30eb\u30c9\u3068\u3001\u30ad\u30e3\u30d7\u30c1\u30e3\u304a\u3088\u3073\u691c\u8a3c\u306e\u305f\u3081\u306b\u7279\u5225\u306b\u8a2d\u8a08\u3055\u308c\u305f\u81ea\u52d5\u5316\u3055\u308c\u305f\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u306b\u3088\u308a\u3001\u4f01\u696d\u304c\u3053\u306e\u8907\u96d1\u3055\u3092\u7ba1\u7406\u3059\u308b\u306e\u3092\u652f\u63f4\u3057\u307e\u3059 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e5%8f%97%e7%9b%8a%e6%a8%a9%e6%83%85%e5%a0%b1%e3%81%a8%e3%81%af\/\" target=\"_self\">\u53d7\u76ca\u8005\u60c5\u5831<\/a>. \u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u30b5\u30fc\u30c9\u30d1\u30fc\u30c6\u30a3\u306e\u4f01\u696d\u767b\u9332\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\u3068\u9023\u643a\u3057\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u304b\u3089\u63d0\u4f9b\u3055\u308c\u305f\u60c5\u5831\u3092\u81ea\u52d5\u7684\u306b\u30af\u30ed\u30b9\u30c1\u30a7\u30c3\u30af\u3057\u3001\u4e0d\u4e00\u81f4\u3092\u30d5\u30e9\u30b0\u4ed8\u3051\u3057\u3066\u624b\u52d5\u30ec\u30d3\u30e5\u30fc\u3092\u53ef\u80fd\u306b\u3057\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u4f01\u696d\u306fUBO\u306e\u660e\u78ba\u3067\u76e3\u67fb\u53ef\u80fd\u306a\u8a18\u9332\u3092\u7dad\u6301\u3057\u3001\u898f\u5236\u8981\u4ef6\u3092\u6e80\u305f\u3057\u3001\u4e0d\u6b63\u306a\u8cc7\u91d1\u306e\u6d41\u308c\u306e\u4fc3\u9032\u30ea\u30b9\u30af\u3092\u8efd\u6e1b\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>\u79fb\u884c\uff1a\u56fd\u5883\u3092\u8d8a\u3048\u305f\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3068\u9867\u5ba2\u306e\u4fe1\u983c\u3092\u7dad\u6301\u3059\u308b\u305f\u3081\u306b\u306f\u3001\u52b9\u679c\u7684\u306a\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3082\u4e0d\u53ef\u6b20\u3067\u3059\u3002.<\/em><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-the-nuances-of-client-communication-across-borders\">\u56fd\u5883\u3092\u8d8a\u3048\u305f\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u30cb\u30e5\u30a2\u30f3\u30b9<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u52b9\u679c\u7684\u306a\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u3042\u3089\u3086\u308b\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u95a2\u4fc2\u306e\u57fa\u76e4\u3067\u3059\u304c\u3001\u56fd\u5883\u3092\u8d8a\u3048\u305f\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u3092\u6271\u3046\u5834\u5408\u3001\u305d\u306e\u96e3\u6613\u5ea6\u306f\u98db\u8e8d\u7684\u306b\u5897\u3057\u307e\u3059\u3002\u6587\u5316\u7684\u306a\u30cb\u30e5\u30a2\u30f3\u30b9\u3001\u8a00\u8a9e\u306e\u58c1\u3001\u30b5\u30fc\u30d3\u30b9\u30ec\u30d9\u30eb\u306b\u5bfe\u3059\u308b\u671f\u5f85\u306e\u9055\u3044\u306a\u3069\u304c\u3059\u3079\u3066\u5f71\u97ff\u3057\u307e\u3059\u3002\u3055\u3089\u306b\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u3068\u308b\u30c1\u30e3\u30cd\u30eb\u306f\u3001\u53b3\u3057\u304f\u898f\u5236\u3055\u308c\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e00\u90e8\u306e\u6cd5\u57df\u3067\u306f\u3001\u8a18\u9332\u4fdd\u6301\u8981\u4ef6\u306e\u305f\u3081\u3001WhatsApp\u3084WeChat\u306e\u3088\u3046\u306a\u30e1\u30c3\u30bb\u30fc\u30b8\u30f3\u30b0\u30a2\u30d7\u30ea\u3067\u306e\u6295\u8cc7\u52a9\u8a00\u306e\u3084\u308a\u53d6\u308a\u304c\u53b3\u3057\u304f\u7981\u6b62\u3055\u308c\u3066\u3044\u308b\u3002\u4ed6\u306e\u6cd5\u57df\u3067\u306f\u3001\u96fb\u5b50\u30e1\u30fc\u30eb\u3067\u306e\u3084\u308a\u53d6\u308a\u306b\u306f\u7279\u5b9a\u306e\u514d\u8cac\u4e8b\u9805\u3068\u30ea\u30b9\u30af\u8b66\u544a\u304c\u542b\u307e\u308c\u3066\u3044\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3002\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u3001\u591a\u984d\u306e\u7f70\u91d1\u306b\u3064\u306a\u304c\u308b\u53ef\u80fd\u6027\u306e\u3042\u308b\u610f\u56f3\u3057\u306a\u3044\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u9055\u53cd\u3092\u907f\u3051\u308b\u305f\u3081\u306b\u3001\u3053\u308c\u3089\u306e\u898f\u5247\u3092\u92ed\u304f\u8a8d\u8b58\u3057\u3066\u3044\u308b\u5fc5\u8981\u304c\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30dd\u30fc\u30bf\u30eb\u306f\u3001\u56fd\u5883\u3092\u8d8a\u3048\u305f\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u306e\u305f\u3081\u306e\u5b89\u5168\u3067\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u6e96\u62e0\u3057\u305f\u30c1\u30e3\u30cd\u30eb\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306f\u30ed\u30b0\u30a4\u30f3\u3057\u3066\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u95b2\u89a7\u3001\u91cd\u8981\u306a\u30c9\u30ad\u30e5\u30e1\u30f3\u30c8\u3078\u306e\u30a2\u30af\u30bb\u30b9\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3068\u306e\u5b89\u5168\u306a\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u3092\u884c\u3046\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u30dd\u30fc\u30bf\u30eb\u5185\u3067\u306e\u3059\u3079\u3066\u306e\u3084\u308a\u53d6\u308a\u306f\u8a18\u9332\u304a\u3088\u3073\u30a2\u30fc\u30ab\u30a4\u30d6\u3055\u308c\u3001\u898f\u5236\u5f53\u5c40\u306e\u53b3\u683c\u306a\u8a18\u9332\u4fdd\u6301\u8981\u4ef6\u3092\u6e80\u305f\u3057\u307e\u3059\u3002\u3053\u306e\u5b89\u5168\u306a\u74b0\u5883\u306f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u78ba\u4fdd\u3059\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u5bcc\u3092\u7ba1\u7406\u3059\u308b\u305f\u3081\u306e\u30e2\u30c0\u30f3\u3067\u30c7\u30b8\u30bf\u30eb\u306a\u30a4\u30f3\u30bf\u30fc\u30d5\u30a7\u30fc\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u3067\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30a8\u30af\u30b9\u30da\u30ea\u30a8\u30f3\u30b9\u3092\u5411\u4e0a\u3055\u305b\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>\u5883\u754c\u3092\u8d8a\u3048\u305f\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u306f\u3001\u898f\u5236\u306b\u95a2\u3059\u308b\u8907\u96d1\u3055\u3092\u3055\u3089\u306b\u5897\u3057\u307e\u3059\u3002.<\/em><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-marketing-automation-in-a-regulated-environment\">\u898f\u5236\u74b0\u5883\u306b\u304a\u3051\u308b\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u4f01\u696d\u306f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u7dad\u6301\u3057\u306a\u304c\u3089\u3001\u3069\u306e\u3088\u3046\u306b\u52b9\u679c\u7684\u306b\u56fd\u5883\u3092\u8d8a\u3048\u3066\u30b5\u30fc\u30d3\u30b9\u3092\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u3067\u304d\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f<\/strong> <a rel=\"noopener noreferrer\" 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=\"_self\">\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u306e\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0<\/a> \u56fd\u969b\u7684\u306b\u306f\u898f\u5236\u3068\u3044\u3046\u843d\u3068\u3057\u7a74\u304c\u6f5c\u3093\u3067\u3044\u307e\u3059\u3002\u3042\u308b\u56fd\u3067\u306f\u6a19\u6e96\u7684\u306a\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u624b\u6cd5\u3068\u307f\u306a\u3055\u308c\u308b\u3053\u3068\u3082\u3001\u5225\u306e\u56fd\u3067\u306f\u53b3\u3057\u304f\u7981\u6b62\u3055\u308c\u3066\u3044\u308b\u5834\u5408\u304c\u3042\u308a\u307e\u3059\u3002\u4f8b\u3048\u3070\u3001\u30aa\u30eb\u30bf\u30ca\u30c6\u30a3\u30d6\u6295\u8cc7\u306e\u5ba3\u4f1d\u3084\u30d1\u30d5\u30a9\u30fc\u30de\u30f3\u30b9\u30c7\u30fc\u30bf\u306e\u4f7f\u7528\u306b\u95a2\u3059\u308b\u898f\u5247\u306f\u3001\u7c73\u56fd\u3001\u6b27\u5dde\u9023\u5408\u3001\u30a2\u30b8\u30a2\u306e\u9593\u3067\u5927\u304d\u304f\u7570\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f01\u696d\u306f\u3001\u81ea\u793e\u306e\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30b3\u30df\u30e5\u30cb\u30b1\u30fc\u30b7\u30e7\u30f3\u304c\u3001\u4e8b\u696d\u3092\u884c\u3046\u30e9\u30a4\u30bb\u30f3\u30b9\u3092\u4fdd\u6709\u3057\u3066\u304a\u308a\u3001\u304b\u3064\u30d7\u30ed\u30e2\u30fc\u30b7\u30e7\u30f3\u3055\u308c\u3066\u3044\u308b\u7279\u5b9a\u306e\u88fd\u54c1\u306e\u8ca9\u58f2\u304c\u627f\u8a8d\u3055\u308c\u3066\u3044\u308b\u6cd5\u57df\u306e\u500b\u4eba\u306e\u307f\u3092\u5bfe\u8c61\u3068\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3057\u306a\u3051\u308c\u3070\u306a\u308a\u307e\u305b\u3093\u3002 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e3%83%9e%e3%82%b9%e3%83%a1%e3%83%bc%e3%83%ab%e5%ae%9a%e7%be%a9%e3%81%ae%e3%83%99%e3%82%b9%e3%83%88%e3%83%97%e3%83%a9%e3%82%af%e3%83%86%e3%82%a3%e3%82%b9%e3%81%a8%e3%82%88%e3%81%8f%e3%81%82%e3%82%8b\/\" target=\"_self\">\u30de\u30b9\u30e1\u30fc\u30eb<\/a> \u3053\u308c\u3089\u306e\u56fd\u5883\u3092\u8d8a\u3048\u308b\u5236\u9650\u3092\u8003\u616e\u305b\u305a\u306b\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u3092\u884c\u3046\u3068\u3001\u5373\u5ea7\u306b\u898f\u5236\u5f53\u5c40\u304b\u3089\u975e\u96e3\u3055\u308c\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u30aa\u30fc\u30c8\u30e1\u30fc\u30b7\u30e7\u30f3\u30c4\u30fc\u30eb\u306f\u3001\u305d\u306e[\u6587\u8108\u304c\u6b20\u3051\u3066\u3044\u308b\u305f\u3081\u3001\u6587\u3092\u5b8c\u6210\u3067\u304d\u307e\u305b\u3093]\u306b\u6df1\u304f\u7d71\u5408\u3055\u308c\u3066\u3044\u307e\u3059\u3002 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ru\/how-crm-helps-with-regulatory-compliance\/\" target=\"_self\">CRM\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9<\/a> \u30e2\u30b8\u30e5\u30fc\u30eb\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u4f01\u696d\u306f\u5c45\u4f4f\u5730\u3001\u898f\u5236\u4e0a\u306e\u5206\u985e\uff08\u4f8b\uff1a\u500b\u4eba\u6295\u8cc7\u5bb6\u5bfe\u30d7\u30ed\u6295\u8cc7\u5bb6\uff09\u3001\u304a\u3088\u3073\u9069\u5408\u6027\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u306b\u57fa\u3065\u3044\u3066\u3001\u9867\u5ba2\u304a\u3088\u3073\u898b\u8fbc\u307f\u5ba2\u30ea\u30b9\u30c8\u3092\u30bb\u30b0\u30e1\u30f3\u30c8\u5316\u3067\u304d\u307e\u3059\u3002\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u3001\u7ba1\u8f44\u533a\u57df\u306e\u5236\u9650\u304c\u3042\u308b\u500b\u4eba\u3092\u81ea\u52d5\u7684\u306b\u9664\u5916\u3059\u308b\u3001\u9ad8\u5ea6\u306b\u30bf\u30fc\u30b2\u30c6\u30a3\u30f3\u30b0\u3055\u308c\u305f\u30ad\u30e3\u30f3\u30da\u30fc\u30f3\u3092\u4f5c\u6210\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u6d3b\u52d5\u306f\u52b9\u679c\u7684\u304b\u3064\u73fe\u5730\u306e\u898f\u5236\u306b\u5b8c\u5168\u306b\u6e96\u62e0\u3057\u3066\u3044\u308b\u3053\u3068\u304c\u4fdd\u8a3c\u3055\u308c\u3001\u4f01\u696d\u306e\u8a55\u5224\u3068\u53ce\u76ca\u304c\u4fdd\u8b77\u3055\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>\u79fb\u884c\uff1a\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u30e9\u30a4\u30bb\u30f3\u30b9\u304a\u3088\u3073\u767b\u9332\u8981\u4ef6\u306f\u3001\u56fd\u5883\u3092\u8d8a\u3048\u305f\u4e8b\u696d\u904b\u55b6\u306b\u3055\u3089\u306a\u308b\u8907\u96d1\u3055\u3092\u52a0\u3048\u3066\u3044\u307e\u3059\u3002.<\/em><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-the-challenge-of-multi-jurisdictional-licensing\">\u8907\u6570\u7ba1\u8f44\u533a\u57df\u30e9\u30a4\u30bb\u30f3\u30b9\u306e\u8ab2\u984c<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u56fd\u5883\u3092\u8d8a\u3048\u3066\u4e8b\u696d\u3092\u5c55\u958b\u3059\u308b\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30d5\u30a1\u30fc\u30e0\u306b\u3068\u3063\u3066\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u30e9\u30a4\u30bb\u30f3\u30b9\u304a\u3088\u3073\u767b\u9332\u8981\u4ef6\u306e\u7ba1\u7406\u306f\u3001\u6700\u3082\u91cd\u8981\u306a\u904b\u55b6\u4e0a\u306e\u8ab2\u984c\u306e1\u3064\u3067\u3059\u3002\u30b9\u30a4\u30b9\u3067\u6295\u8cc7\u30a2\u30c9\u30d0\u30a4\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u30e9\u30a4\u30bb\u30f3\u30b9\u3092\u6301\u3064\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u3001\u30c9\u30a4\u30c4\u9023\u90a6\u91d1\u878d\u76e3\u7763\u5e81\uff08BaFin\uff09\u306e\u898f\u5236\u8981\u4ef6\u3092\u6e80\u305f\u3057\u3066\u3044\u308b\u3053\u3068\u3092\u78ba\u8a8d\u305b\u305a\u306b\u3001\u30c9\u30a4\u30c4\u306b\u79fb\u52d5\u3057\u3066\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u52e7\u8a98\u3092\u5358\u7d14\u306b\u958b\u59cb\u3059\u308b\u3053\u3068\u306f\u3067\u304d\u307e\u305b\u3093\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f01\u696d\u306f\u3001\u5404\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u3069\u3053\u3067\u696d\u52d9\u3092\u884c\u3046\u30e9\u30a4\u30bb\u30f3\u30b9\u3092\u6301\u3063\u3066\u3044\u308b\u304b\u3001\u305d\u3057\u3066\u3069\u306e\u7279\u5b9a\u306e\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u6a29\u9650\u304c\u3042\u308b\u304b\u3092\u7dbf\u5bc6\u306b\u8a18\u9332\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u3053\u308c\u306f\u3001\u4e16\u754c\u4e2d\u3092\u65c5\u3059\u308b\u4f55\u767e\u4eba\u3082\u306e\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3092\u62b1\u3048\u308b\u5927\u898f\u6a21\u306a\u7d44\u7e54\u306b\u3068\u3063\u3066\u4fe1\u3058\u3089\u308c\u306a\u3044\u307b\u3069\u8907\u96d1\u306b\u306a\u308a\u307e\u3059\u3002\u5358\u4e00\u306e\u30df\u30b9\u3001\u3064\u307e\u308a\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u95a2\u9023\u30e9\u30a4\u30bb\u30f3\u30b9\u3092\u6301\u3063\u3066\u3044\u306a\u3044\u56fd\u3067\u7279\u5b9a\u306e\u88fd\u54c1\u306b\u3064\u3044\u3066\u8b70\u8ad6\u3057\u305f\u5834\u5408\u3001\u898f\u5236\u5f53\u5c40\u306e\u8abf\u67fb\u3092\u5f15\u304d\u8d77\u3053\u3059\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u6d17\u7df4\u3055\u308c\u305f\u30e6\u30fc\u30b6\u30fc\u6a29\u9650\u3068\u30ed\u30fc\u30eb\u30d9\u30fc\u30b9\u306e\u30a2\u30af\u30bb\u30b9\u5236\u5fa1\u306b\u3088\u308a\u3001\u3053\u306e\u8907\u96d1\u3055\u3092\u7ba1\u7406\u3057\u307e\u3059\u3002\u30b7\u30b9\u30c6\u30e0\u306f\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306e\u73fe\u5728\u306e\u30e9\u30a4\u30bb\u30f3\u30b9\u72b6\u6cc1\u3084\u5730\u7406\u7684\u306a\u5834\u6240\u306b\u57fa\u3065\u3044\u3066\u3001\u63d0\u6848\u66f8\u4f5c\u6210\u80fd\u529b\u307e\u305f\u306f\u7279\u5b9a\u306e\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30ec\u30b3\u30fc\u30c9\u3078\u306e\u30a2\u30af\u30bb\u30b9\u3092\u5236\u9650\u3059\u308b\u3088\u3046\u306b\u69cb\u6210\u3067\u304d\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u4f01\u696d\u304c\u8aa4\u3063\u3066\u73fe\u5730\u306e\u30e9\u30a4\u30bb\u30f3\u30b9\u6cd5\u306b\u9055\u53cd\u3059\u308b\u3053\u3068\u3092\u9632\u304e\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3068\u6a5f\u95a2\u306e\u4e21\u65b9\u3092\u898f\u5236\u63aa\u7f6e\u304b\u3089\u4fdd\u8b77\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>\u30c8\u30e9\u30f3\u30b8\u30b7\u30e7\u30f3\uff1aESG\u6295\u8cc7\u3082\u307e\u305f\u3001\u56fd\u5883\u3092\u8d8a\u3048\u305f\u9055\u3044\u3092\u614e\u91cd\u306b\u7ba1\u7406\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u5206\u91ce\u3067\u3059\u3002.<\/em><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-the-role-of-esg-in-cross-border-investing\">\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u6295\u8cc7\u306b\u304a\u3051\u308bESG\u306e\u5f79\u5272<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u74b0\u5883\u30fb\u793e\u4f1a\u30fb\u30ac\u30d0\u30ca\u30f3\u30b9\uff08ESG\uff09\u6295\u8cc7\u306f\u3001\u30cb\u30c3\u30c1\u306a\u6226\u7565\u304b\u3089\u591a\u304f\u306e\u30b0\u30ed\u30fc\u30d0\u30eb\u6295\u8cc7\u5bb6\u306b\u3068\u3063\u3066\u4e3b\u6d41\u306e\u8981\u4ef6\u3078\u3068\u79fb\u884c\u3057\u307e\u3057\u305f\u3002\u3057\u304b\u3057\u3001\u6301\u7d9a\u53ef\u80fd\u306a\u6295\u8cc7\u3092\u69cb\u6210\u3059\u308b\u3082\u306e\u306b\u3064\u3044\u3066\u306e\u5b9a\u7fa9\u306f\u3001\u56fd\u5883\u3092\u8d8a\u3048\u3066\u5927\u304d\u304f\u7570\u306a\u308a\u307e\u3059\u3002EU\u306e\u6301\u7d9a\u53ef\u80fd\u306a\u91d1\u878d\u958b\u793a\u898f\u5247\uff08SFDR\uff09\u306f\u3001\u6b27\u5dde\u3067\u8ca9\u58f2\u3055\u308c\u308b\u30d5\u30a1\u30f3\u30c9\u306b\u53b3\u683c\u306a\u5206\u985e\u3068\u958b\u793a\u8981\u4ef6\u3092\u8ab2\u3057\u3066\u3044\u307e\u3059\u304c\u3001\u4ed6\u306e\u6cd5\u57df\u3067\u306f\u7570\u306a\u308b\u3001\u3057\u3070\u3057\u3070\u305d\u308c\u307b\u3069\u53b3\u683c\u3067\u306f\u306a\u3044\u57fa\u6e96\u3092\u63a1\u7528\u3057\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u56fd\u5883\u3092\u8d8a\u3048\u3066\u6d3b\u52d5\u3059\u308b\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u3001\u3053\u306e\u65ad\u7247\u5316\u3055\u308c\u305f\u72b6\u6cc1\u3092\u7406\u89e3\u3057\u3001\u63a8\u5968\u3059\u308bESG\u5546\u54c1\u304c\u9867\u5ba2\u306e\u4fa1\u5024\u89b3\u3068\u5c45\u4f4f\u5730\u306e\u898f\u5236\u5b9a\u7fa9\u306e\u4e21\u65b9\u306b\u9069\u5408\u3059\u308b\u3053\u3068\u3092\u78ba\u8a8d\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u3053\u308c\u306b\u306f\u3001\u8cea\u306e\u9ad8\u3044\u6a19\u6e96\u5316\u3055\u308c\u305fESG\u30c7\u30fc\u30bf\u3078\u306e\u30a2\u30af\u30bb\u30b9\u3068\u3001\u305d\u306e\u30c7\u30fc\u30bf\u3092\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u69cb\u7bc9\u30d7\u30ed\u30bb\u30b9\u306b\u7d71\u5408\u3059\u308b\u80fd\u529b\u304c\u6c42\u3081\u308f\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u67d4\u8edf\u306a\u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u306b\u3088\u308a\u3001\u4f01\u696d\u306f\u30b5\u30fc\u30c9\u30d1\u30fc\u30c6\u30a3\u306eESG\u30c7\u30fc\u30bf\u3092CRM\u304a\u3088\u3073\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30e2\u30b8\u30e5\u30fc\u30eb\u306b\u76f4\u63a5\u7d71\u5408\u3067\u304d\u307e\u3059\u3002\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u3001\u7279\u5b9a\u306eESG\u57fa\u6e96\u306b\u57fa\u3065\u3044\u3066\u6295\u8cc7\u3092\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0\u3057\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u5411\u3051\u306e\u30b5\u30b9\u30c6\u30ca\u30d3\u30ea\u30c6\u30a3\u30ec\u30dd\u30fc\u30c8\u3092\u751f\u6210\u3057\u3001SFDR\u306e\u3088\u3046\u306a\u898f\u5236\u3078\u306e\u6e96\u62e0\u3092\u78ba\u4fdd\u3067\u304d\u307e\u3059\u3002\u3053\u306e\u6a5f\u80fd\u306f\u3001\u6b21\u4e16\u4ee3\u306e\u793e\u4f1a\u610f\u8b58\u306e\u9ad8\u3044\u30b0\u30ed\u30fc\u30d0\u30eb\u6295\u8cc7\u5bb6\u3092\u5f15\u304d\u4ed8\u3051\u3001\u7dad\u6301\u3057\u305f\u3044\u4f01\u696d\u306b\u3068\u3063\u3066\u4e0d\u53ef\u6b20\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>\u79fb\u884c\uff1a\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u306b\u304a\u3044\u3066\u3001\u9577\u671f\u7684\u306a\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u95a2\u4fc2\u306e\u57fa\u76e4\u3068\u306a\u308b\u306e\u306f\u3001\u4fe1\u983c\u3068\u6a29\u5a01\u306e\u69cb\u7bc9\u3067\u3059\u3002.<\/em><\/p>\n\n\n\n\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-building-topical-authority-and-trust\">\u30c8\u30d4\u30c3\u30af\u306e\u6a29\u5a01\u6027\u3068\u4fe1\u983c\u6027\u306e\u69cb\u7bc9<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u5305\u62ec\u7684\u306a\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30a2\u30d7\u30ed\u30fc\u30c1\u306f\u3001\u3069\u306e\u3088\u3046\u306b\u3057\u3066\u9577\u671f\u7684\u306a\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u4fe1\u983c\u3092\u69cb\u7bc9\u3059\u308b\u306e\u3067\u3057\u3087\u3046\u304b\uff1f<\/strong> \u5bcc\u88d5\u5c64\u306e\u8cc7\u7523\u7ba1\u7406\u696d\u754c\u306b\u304a\u3044\u3066\u3001\u4fe1\u983c\u3053\u305d\u304c\u7a76\u6975\u306e\u901a\u8ca8\u3067\u3042\u308b\u3002\u9ad8\u984d\u6240\u5f97\u5c64\u306e\u9867\u5ba2\u306f\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u304c\u91d1\u878d\u5e02\u5834\u3092\u7406\u89e3\u3057\u3066\u3044\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u30b0\u30ed\u30fc\u30d0\u30eb\u306a\u5bcc\u306b\u307e\u3064\u308f\u308b\u8907\u96d1\u306a\u6cd5\u7684\u30fb\u7a0e\u52d9\u7684\u5f71\u97ff\u3092\u4e57\u308a\u5207\u308b\u305f\u3081\u306e\u5c02\u9580\u77e5\u8b58\u3082\u6301\u3063\u3066\u3044\u308b\u3053\u3068\u3092\u77e5\u308b\u5fc5\u8981\u304c\u3042\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u3088\u3046\u306a\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u3092\u6d3b\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u4f01\u696d\u306f\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3\u306e\u5353\u8d8a\u6027\u3001\u30c7\u30fc\u30bf\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3001\u898f\u5236\u9075\u5b88\u3078\u306e\u30b3\u30df\u30c3\u30c8\u30e1\u30f3\u30c8\u3092\u793a\u3057\u307e\u3059\u3002\u56fd\u969b\u7684\u306a\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u3092\u30b7\u30fc\u30e0\u30ec\u30b9\u306b\u30aa\u30f3\u30dc\u30fc\u30c9\u3059\u308b\u80fd\u529b\u3001\u8907\u6570\u306e\u7ba1\u8f44\u533a\u57df\u306b\u307e\u305f\u304c\u308b\u7d71\u5408\u30ec\u30dd\u30fc\u30c8\u306e\u63d0\u4f9b\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30ea\u30b9\u30af\u306e\u30d7\u30ed\u30a2\u30af\u30c6\u30a3\u30d6\u306a\u7ba1\u7406\u306f\u3001\u9ad8\u5ea6\u306a\u6d17\u7df4\u5ea6\u3068\u30d7\u30ed\u30d5\u30a7\u30c3\u30b7\u30e7\u30ca\u30ea\u30ba\u30e0\u3092\u793a\u5506\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u3055\u3089\u306b\u3001\u30c7\u30fc\u30bf\u306e\u96c6\u7d04\u3068\u5b9a\u578b\u696d\u52d9\u306e\u81ea\u52d5\u5316\u306b\u3088\u308a\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u771f\u306b\u91cd\u8981\u306a\u3001\u3059\u306a\u308f\u3061\u3001\u95a2\u4fc2\u69cb\u7bc9\u3068\u6226\u7565\u7684\u3067\u4ed8\u52a0\u4fa1\u5024\u306e\u9ad8\u3044\u30a2\u30c9\u30d0\u30a4\u30b9\u306e\u63d0\u4f9b\u306b\u6ce8\u529b\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3059\u3002\u57fa\u672c\u7684\u306a\u6295\u8cc7\u7ba1\u7406\u304c\u307e\u3059\u307e\u3059\u30b3\u30e2\u30c7\u30a3\u30c6\u30a3\u5316\u3059\u308b\u6642\u4ee3\u306b\u304a\u3044\u3066\u3001\u56fd\u5883\u3092\u8d8a\u3048\u305f\u30b9\u30c8\u30e9\u30af\u30c1\u30e3\u30ea\u30f3\u30b0\u3001\u4e8b\u696d\u627f\u7d99\u8a08\u753b\u3001\u56fd\u969b\u7a0e\u52d9\u52b9\u7387\u5316\u306b\u95a2\u3059\u308b\u5c02\u9580\u7684\u306a\u30ac\u30a4\u30c0\u30f3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u80fd\u529b\u306f\u3001\u91cd\u8981\u306a\u5dee\u5225\u5316\u8981\u56e0\u3068\u306a\u308a\u307e\u3059\u3002InvestGlass\u306f\u3001\u3053\u306e\u3088\u3046\u306a\u9ad8\u5ea6\u306a\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u305f\u3081\u306b\u5fc5\u8981\u306a\u6280\u8853\u57fa\u76e4\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u3067\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3092\u652f\u63f4\u3057\u3001\u305d\u306e\u8907\u96d1\u3055\u3092\u7ba1\u7406\u3067\u304d\u308b\u3088\u3046\u306b\u3057\u307e\u3059\u3002\u6295\u8cc7\u3092\u884c\u3046\u4f01\u696d\u306b\u3068\u3063\u3066 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/2026%e5%b9%b4%e3%80%81%e3%82%a6%e3%82%a7%e3%83%ab%e3%82%b9%e3%83%bb%e3%83%9e%e3%83%8d%e3%82%b8%e3%83%a1%e3%83%b3%e3%83%88%e3%81%ab%e6%9c%80%e9%81%a9%e3%81%aacrm\/\" target=\"_self\">\u5bcc\u88d5\u5c64\u5411\u3051\u8cc7\u7523\u7ba1\u7406\u306e\u30d9\u30b9\u30c8CRM<\/a> \u9577\u671f\u7684\u306a\u4fe1\u983c\u3067\u304d\u308b\u30d1\u30fc\u30c8\u30ca\u30fc\u3068\u3057\u3066\u306e\u5730\u4f4d\u3092\u78ba\u7acb\u3059\u308b\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>\u5c06\u6765\u3092\u898b\u636e\u3048\u308b\u3068\u3001\u6280\u8853\u7684\u304a\u3088\u3073\u898f\u5236\u4e0a\u306e\u30c8\u30ec\u30f3\u30c9\u306f\u3001\u56fd\u5883\u3092\u8d8a\u3048\u305f\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u306e\u5c06\u6765\u3092\u5f62\u4f5c\u308a\u7d9a\u3051\u308b\u3067\u3057\u3087\u3046\u3002.<\/em><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-future-trends-in-cross-border-wealth-management\">\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u30fb\u30a6\u30a7\u30eb\u30b9\u30fb\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306e\u5c06\u6765\u30c8\u30ec\u30f3\u30c9<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u4eca\u5f8c\u6570\u5e74\u9593\u3001\u56fd\u5883\u3092\u8d8a\u3048\u305f\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u3092\u5f62\u6210\u3059\u308b\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3068\u898f\u5236\u306e\u30c8\u30ec\u30f3\u30c9\u306f\u4f55\u3067\u3057\u3087\u3046\u304b\uff1f<\/strong> \u56fd\u969b\u7684\u306a\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306e\u72b6\u6cc1\u306f\u7d76\u3048\u305a\u9032\u5316\u3057\u3066\u3044\u307e\u3059\u30022027\u5e74\u4ee5\u964d\u3092\u898b\u636e\u3048\u308b\u3068\u3001\u3044\u304f\u3064\u304b\u306e\u91cd\u8981\u306a\u30c8\u30ec\u30f3\u30c9\u304c\u3053\u306e\u696d\u754c\u3092\u5f62\u4f5c\u3063\u3066\u3044\u304f\u3067\u3057\u3087\u3046\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u307e\u305a\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30d7\u30ed\u30bb\u30b9\u3078\u306e\u4eba\u5de5\u77e5\u80fd\uff08AI\uff09\u306e\u7d71\u5408\u304c\u6df1\u307e\u308a\u307e\u3059\u3002AI\u306f\u3001\u57fa\u672c\u7684\u306aKYC\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0\u3092\u8d85\u3048\u3001\u53d6\u5f15\u30c7\u30fc\u30bf\u3084\u9867\u5ba2\u884c\u52d5\u306b\u304a\u3051\u308b\u8907\u96d1\u306a\u30d1\u30bf\u30fc\u30f3\u3092\u5206\u6790\u3059\u308b\u3053\u3068\u3067\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u4e0a\u306e\u554f\u984c\u3092\u9855\u5728\u5316\u3059\u308b\u524d\u306b\u7279\u5b9a\u3059\u308b\u3001\u4e88\u6e2c\u7684\u30ea\u30b9\u30af\u30e2\u30c7\u30ea\u30f3\u30b0\u3078\u3068\u79fb\u884c\u3057\u307e\u3059\u3002InvestGlass\u306f\u3053\u306e\u30c8\u30ec\u30f3\u30c9\u306e\u6700\u524d\u7dda\u306b\u7acb\u3061\u3001\u7d99\u7d9a\u7684\u306b\u5f37\u5316\u3057\u3066\u3044\u307e\u3059\u3002 <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/2025%e5%b9%b4%e3%81%ae%e8%b3%87%e7%94%a3%e9%81%8b%e7%94%a8%e3%81%ab%e3%81%8a%e3%81%91%e3%82%8bai%e3%81%ae%e3%83%88%e3%83%83%e3%83%97%e3%83%bb%e3%83%a6%e3%83%bc%e3%82%b9%e3%82%b1%e3%83%bc%e3%82%b9\/\" target=\"_self\">\u5bcc\u88d5\u5c64\u5411\u3051\u8cc7\u7523\u7ba1\u7406\u306b\u304a\u3051\u308bAI\u306e\u6d3b\u7528\u4e8b\u4f8b<\/a>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u7b2c\u4e8c\u306b\u3001\u7a0e\u52d9\u900f\u660e\u6027\u306e\u5411\u4e0a\u306b\u5411\u3051\u305f\u52d5\u304d\u306f\u7d9a\u304f\u3060\u308d\u3046\u3002OECD\u306e\u300c\u7b2c2\u306e\u67f1\u300d\uff08\u30b0\u30ed\u30fc\u30d0\u30eb\u6700\u4f4e\u6cd5\u4eba\u7a0e\u7387\uff09\u306e\u3088\u3046\u306a\u53d6\u308a\u7d44\u307f\u306b\u3088\u308a\u3001\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306f\u9867\u5ba2\u306e\u4f01\u696d\u69cb\u9020\u3084\u7a0e\u52d9\u50b5\u52d9\u306b\u95a2\u3059\u308b\u3001\u3088\u308a\u8a73\u7d30\u306a\u30c7\u30fc\u30bf\u3092\u5fc5\u8981\u3068\u3059\u308b\u3088\u3046\u306b\u306a\u308b\u3002\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u7dad\u6301\u3057\u3001\u6226\u7565\u7684\u306a\u30a2\u30c9\u30d0\u30a4\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u305f\u3081\u306b\u306f\u3001\u56fd\u5883\u3092\u8d8a\u3048\u3066\u3053\u306e\u30c7\u30fc\u30bf\u3092\u96c6\u8a08\u30fb\u5206\u6790\u3067\u304d\u308b\u30b7\u30b9\u30c6\u30e0\u304c\u4e0d\u53ef\u6b20\u3068\u306a\u308b\u3060\u308d\u3046\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6700\u7d42\u7684\u306b\u3001\u30c7\u30b8\u30bf\u30eb\u4e3b\u6a29\u3078\u306e\u8981\u6c42\u306f\u3055\u3089\u306b\u9ad8\u307e\u308b\u3067\u3057\u3087\u3046\u3002\u5730\u653f\u5b66\u7684\u306a\u7dca\u5f35\u304c\u9ad8\u307e\u308b\u306b\u3064\u308c\u3066\u3001\u9867\u5ba2\u3068\u6a5f\u95a2\u306f\u540c\u69d8\u306b\u3001\u30c7\u30fc\u30bf\u30db\u30b9\u30c6\u30a3\u30f3\u30b0\u306e\u305f\u3081\u306e\u4e2d\u7acb\u7684\u3067\u5b89\u5168\u306a\u7ba1\u8f44\u533a\u57df\u3092\u307e\u3059\u307e\u3059\u6c42\u3081\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3059\u3002\u30c7\u30fc\u30bf\u306b\u3068\u3063\u3066\u306e\u5b89\u5168\u306a\u907f\u96e3\u5834\u6240\u3068\u3057\u3066\u306e\u30b9\u30a4\u30b9\u306e\u5730\u4f4d\u306f\u3055\u3089\u306b\u969b\u7acb\u3061\u3001InvestGlass\u306e\u3088\u3046\u306a\u30b9\u30a4\u30b9\u306e\u4e3b\u6a29\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u306f\u3001\u771f\u306b\u30b0\u30ed\u30fc\u30d0\u30eb\u306a\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u696d\u52d9\u306b\u3068\u3063\u3066\u512a\u5148\u3055\u308c\u308b\u9078\u629e\u80a2\u3068\u306a\u308b\u3067\u3057\u3087\u3046\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>\u30c8\u30e9\u30f3\u30b8\u30b7\u30e7\u30f3\uff1a\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306e\u6b21\u306e\u30d5\u30ed\u30f3\u30c6\u30a3\u30a2\u306f\u3001\u56fd\u5883\u3092\u8d8a\u3048\u305f\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u3092\u3055\u3089\u306b\u5909\u9769\u3059\u308b\u3068\u671f\u5f85\u3055\u308c\u308b\u30a8\u30fc\u30b8\u30a7\u30f3\u30c6\u30a3\u30c3\u30afAI\u3067\u3059\u3002.<\/em><\/p>\n\n\n\n\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-the-rise-of-agentic-ai-in-wealth-management\">\u30a8\u30fc\u30b8\u30a7\u30f3\u30c6\u30a3\u30c3\u30af\u306e\u53f0\u982d <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e3%82%a6%e3%82%a7%e3%83%ab%e3%82%b9%e3%83%bb%e3%83%9e%e3%83%8d%e3%82%b8%e3%83%a1%e3%83%b3%e3%83%88%e3%81%ab%e3%81%8a%e3%81%91%e3%82%8bai%e6%b4%bb%e7%94%a8%e4%ba%8b%e4%be%8b-2025\/\" target=\"_self\">\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306b\u304a\u3051\u308bAI<\/a><\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u306e\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306e\u5c06\u6765\u3092\u898b\u308b\u3068\u3001\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306e\u5f79\u5272\u306f\u307e\u3059\u307e\u3059\u4e2d\u5fc3\u7684\u306a\u3082\u306e\u306b\u306a\u308b\u3067\u3057\u3087\u3046\u3002\u6b21\u306e\u30d5\u30ed\u30f3\u30c6\u30a3\u30a2\u306f\u3001\u5358\u306b\u30c7\u30fc\u30bf\u3092\u5206\u6790\u3059\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u5b9a\u7fa9\u6e08\u307f\u306e\u30d1\u30e9\u30e1\u30fc\u30bf\u30fc\u5185\u3067\u81ea\u5f8b\u7684\u306a\u884c\u52d5\u3092\u3068\u308b\u3053\u3068\u304c\u3067\u304d\u308b\u4eba\u5de5\u77e5\u80fd\u30b7\u30b9\u30c6\u30e0\u3067\u3042\u308b\u30a8\u30fc\u30b8\u30a7\u30f3\u30c6\u30a3\u30c3\u30afAI\u306e\u5c55\u958b\u3067\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u56fd\u969b\u7684\u306a\u6587\u8108\u306b\u304a\u3044\u3066\u3001\u30a8\u30fc\u30b8\u30a7\u30f3\u30c6\u30a3\u30c3\u30afAI\u306f\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3068\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u306b\u9769\u547d\u3092\u3082\u305f\u3089\u3059\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002\u30b0\u30ed\u30fc\u30d0\u30eb\u306a\u898f\u5236\u5909\u66f4\u3092\u7d99\u7d9a\u7684\u306b\u76e3\u8996\u3057\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u9069\u5408\u6027\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3092\u81ea\u52d5\u7684\u306b\u66f4\u65b0\u3057\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u7dad\u6301\u3057\u7a0e\u52b9\u7387\u3092\u6700\u9069\u5316\u3059\u308b\u305f\u3081\u306e\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u30ea\u30d0\u30e9\u30f3\u30b9\u30a2\u30af\u30b7\u30e7\u30f3\u3092\u63d0\u6848\u3059\u308bAI\u30a8\u30fc\u30b8\u30a7\u30f3\u30c8\u3092\u60f3\u50cf\u3057\u3066\u307f\u3066\u304f\u3060\u3055\u3044\u3002\u3053\u306e\u30ec\u30d9\u30eb\u306e\u8d85\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3068\u81ea\u52d5\u5316\u3055\u308c\u305f\u30ea\u30b9\u30af\u7ba1\u7406\u306f\u3001\u8d85\u5bcc\u88d5\u5c64\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306b\u3068\u3063\u3066\u65b0\u305f\u306a\u6a19\u6e96\u3068\u306a\u308b\u3067\u3057\u3087\u3046\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u65e2\u5b58\u306e\u81ea\u52d5\u5316\u30a8\u30f3\u30b8\u30f3\u3092\u57fa\u76e4\u3068\u3057\u3066\u3001\u307e\u3059\u307e\u3059\u30a4\u30f3\u30c6\u30ea\u30b8\u30a7\u30f3\u30c8\u306a\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3059\u308b\u3001\u3053\u308c\u3089\u306e\u5148\u9032\u7684\u306aAI\u30e6\u30fc\u30b9\u30b1\u30fc\u30b9\u3092\u7a4d\u6975\u7684\u306b\u6a21\u7d22\u3057\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u3092\u63a1\u7528\u3059\u308b\u3053\u3068\u3067\u3001\u4f01\u696d\u306f\u5358\u306b\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u7ba1\u7406\u3059\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u305d\u308c\u3092\u7af6\u4e89\u512a\u4f4d\u6027\u3068\u3057\u3066\u7a4d\u6975\u7684\u306b\u6d3b\u7528\u3057\u3001\u624b\u4f5c\u696d\u3067\u306f\u9054\u6210\u4e0d\u53ef\u80fd\u306a\u30ec\u30d9\u30eb\u306e\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3067\u304d\u308b\u3088\u3046\u306b\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>\u30c8\u30e9\u30f3\u30b8\u30b7\u30e7\u30f3\uff1a\u3053\u308c\u3089\u306e\u56fd\u5883\u3092\u8d8a\u3048\u305f\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u6d3b\u52d5\u3092\u3059\u3079\u3066\u30b5\u30dd\u30fc\u30c8\u3059\u308b\u306b\u306f\u3001\u5805\u7262\u306a\u30ec\u30dd\u30fc\u30c6\u30a3\u30f3\u30b0\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u304c\u4e0d\u53ef\u6b20\u3067\u3059\u3002.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-reporting-and-compliance-ensuring-transparency-and-trust-across-borders\">\u5831\u544a\u3068\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\uff1a\u56fd\u5883\u3092\u8d8a\u3048\u305f\u900f\u660e\u6027\u3068\u4fe1\u983c\u306e\u78ba\u4fdd<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><em>\u3053\u306e\u30bb\u30af\u30b7\u30e7\u30f3\u3067\u306f\u3001\u5805\u7262\u306a\u5831\u544a\u304a\u3088\u3073\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30d5\u30ec\u30fc\u30e0\u30ef\u30fc\u30af\u304c\u3001\u5bcc\u88d5\u5c64\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30aa\u30d5\u30a3\u30b5\u30fc\u3001\u304a\u3088\u3073\u91d1\u878d\u6a5f\u95a2\u306e\u900f\u660e\u6027\u3001\u904b\u7528\u7ba1\u7406\u3001\u304a\u3088\u3073\u30b9\u30c6\u30fc\u30af\u30db\u30eb\u30c0\u30fc\u306e\u4fe1\u983c\u3092\u78ba\u4fdd\u3057\u3001\u6210\u529f\u3059\u308b\u56fd\u5883\u3092\u8d8a\u3048\u305f\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30b5\u30dd\u30fc\u30c8\u3092\u3069\u306e\u3088\u3046\u306b\u652f\u3048\u3066\u3044\u308b\u304b\u3092\u691c\u8a0e\u3057\u307e\u3059\u3002.<\/em><\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-the-importance-of-reporting\">\u5831\u544a\u306e\u91cd\u8981\u6027<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u8d8a\u5883\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u306e\u9818\u57df\u306b\u304a\u3044\u3066\u3001\u5805\u7262\u306a\u30ec\u30dd\u30fc\u30c6\u30a3\u30f3\u30b0\u306f\u3001\u56fd\u969b\u7684\u306b\u4e8b\u696d\u3092\u5c55\u958b\u3059\u308b\u7d44\u7e54\u306e\u900f\u660e\u6027\u3068\u4fe1\u983c\u306e\u57fa\u76e4\u3092\u5f62\u6210\u3057\u307e\u3059\u3002\u5916\u56fd\u4f01\u696d\u3084\u4e8b\u696d\u304c\u65b0\u898f\u5e02\u5834\u306b\u9032\u51fa\u3059\u308b\u306b\u3064\u308c\u3066\u3001\u5404\u7ba1\u8f44\u533a\u57df\u3067\u7570\u306a\u308b\u898f\u5236\u8981\u4ef6\u3001\u7a0e\u52d9\u4e0a\u306e\u7fa9\u52d9\u3001\u304a\u3088\u3073\u5831\u544a\u57fa\u6e96\u306e\u8907\u96d1\u306a\u7db2\u306b\u76f4\u9762\u3057\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u8ab2\u984c\u3092\u4e57\u308a\u8d8a\u3048\u308b\u3053\u3068\u306f\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u7dad\u6301\u3059\u308b\u3060\u3051\u3067\u306a\u304f\u3001\u904b\u7528\u306e\u7ba1\u7406\u3092\u78ba\u7acb\u3057\u3001\u9577\u671f\u7684\u306a\u5b89\u5b9a\u3092\u78ba\u4fdd\u3059\u308b\u305f\u3081\u306b\u3082\u4e0d\u53ef\u6b20\u3067\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-managing-multi-jurisdictional-compliance\">\u8907\u6570\u7ba1\u8f44\u533a\u57df\u306b\u304a\u3051\u308b\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u7ba1\u7406<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u8907\u6570\u306e\u6cd5\u57df\u3067\u4e8b\u696d\u3092\u5c55\u958b\u3059\u308b\u3068\u3044\u3046\u3053\u3068\u306f\u3001\u7d44\u7e54\u304c\u7a0e\u52d9\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3084\u8ca1\u52d9\u5831\u544a\u304b\u3089\u3001\u898f\u5236\u5f53\u5c40\u3078\u306e\u5c4a\u51fa\u3084\u958b\u793a\u7fa9\u52d9\u306b\u81f3\u308b\u307e\u3067\u3001\u591a\u7a2e\u591a\u69d8\u306a\u898f\u5247\u3084\u898f\u5236\u3092\u7ba1\u7406\u3057\u306a\u3051\u308c\u3070\u306a\u3089\u306a\u3044\u3053\u3068\u3092\u610f\u5473\u3057\u307e\u3059\u3002\u5404\u56fd\u306f\u305d\u308c\u305e\u308c\u72ec\u81ea\u306e\u8ab2\u984c\u3092\u63d0\u793a\u3057\u3066\u304a\u308a\u3001\u4e0d\u9075\u5b88\u306e\u30ea\u30b9\u30af\u306f\u3001\u91cd\u5927\u306a\u7f70\u91d1\u3001\u8a55\u5224\u306e\u4f4e\u4e0b\u3001\u4e8b\u696d\u904b\u55b6\u306e\u6df7\u4e71\u306b\u3064\u306a\u304c\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002\u30b0\u30ed\u30fc\u30d0\u30eb\u306b\u4e8b\u696d\u5c55\u958b\u3092\u76ee\u6307\u3059\u4f01\u696d\u306b\u3068\u3063\u3066\u3001\u5831\u544a\u304a\u3088\u3073\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u95a2\u3059\u308b\u660e\u78ba\u3067\u3001\u305d\u308c\u305e\u308c\u306e\u72b6\u6cc1\u306b\u5408\u308f\u305b\u305f\u6226\u7565\u3092\u6301\u3064\u3053\u3068\u306f\u6975\u3081\u3066\u91cd\u8981\u3067\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-expert-guidance-for-global-operations\">\u30b0\u30ed\u30fc\u30d0\u30eb\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3\u306e\u305f\u3081\u306e\u5c02\u9580\u7684\u30ac\u30a4\u30c0\u30f3\u30b9<\/h3>\n\n\n\n<p 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class=\"wp-block-paragraph\">\u6d77\u5916\u3078\u306e\u4e8b\u696d\u5c55\u958b\u3084\u65e2\u5b58\u306e\u56fd\u969b\u4e8b\u696d\u306e\u5f37\u5316\u3092\u3054\u691c\u8a0e\u3055\u308c\u3066\u3044\u308b\u5834\u5408\u306f\u3001\u5c02\u9580\u5bb6\u306b\u3088\u308b\u30ac\u30a4\u30c0\u30f3\u30b9\u3068\u30b5\u30dd\u30fc\u30c8\u306b\u3064\u3044\u3066\u3001\u305c\u3072\u304a\u554f\u3044\u5408\u308f\u305b\u304f\u3060\u3055\u3044\u3002\u5f53\u793e\u306e\u30c1\u30fc\u30e0\u306f\u3001\u30b0\u30ed\u30fc\u30d0\u30eb\u5e02\u5834\u3067\u306e\u6210\u529f\u3092\u652f\u3048\u308b\u5831\u544a\u304a\u3088\u3073\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u4f53\u5236\u306e\u69cb\u7bc9\u3092\u652f\u63f4\u3059\u308b\u3053\u3068\u306b\u5c02\u5ff5\u3057\u3066\u304a\u308a\u3001\u8907\u96d1\u5316\u30fb\u898f\u5236\u5f37\u5316\u304c\u9032\u3080\u4e16\u754c\u3067\u8cb4\u793e\u304c\u6210\u529f\u3059\u308b\u305f\u3081\u306b\u5341\u5206\u306a\u4f53\u5236\u3092\u6574\u3048\u3089\u308c\u308b\u3088\u3046\u5c3d\u529b\u3044\u305f\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-frequently-asked-questions\">\u3088\u304f\u3042\u308b\u8cea\u554f<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-is-cross-border-advisory-support\">\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30b5\u30dd\u30fc\u30c8\u3068\u306f\u4f55\u3067\u3059\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30fb\u30b5\u30dd\u30fc\u30c8\u3068\u306f\u3001\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u307e\u305f\u306f\u91d1\u878d\u6a5f\u95a2\u304c\u62e0\u70b9\u3068\u3059\u308b\u56fd\u3068\u306f\u7570\u306a\u308b\u6cd5\u57df\u306b\u5c45\u4f4f\u3001\u4e8b\u696d\u3092\u904b\u55b6\u3001\u307e\u305f\u306f\u8cc7\u7523\u3092\u4fdd\u6709\u3059\u308b\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306b\u5bfe\u3057\u3001\u5305\u62ec\u7684\u306a\u8ca1\u52d9\u30a2\u30c9\u30d0\u30a4\u30b9\u3001\u8cc7\u7523\u904b\u7528\u3001\u304a\u3088\u3073\u30a6\u30a7\u30eb\u30b9\u30fb\u30b9\u30c8\u30e9\u30af\u30c1\u30e3\u30ea\u30f3\u30b0\u30fb\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u3053\u3068\u3092\u6307\u3057\u307e\u3059\u3002\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u78ba\u4fdd\u3057\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306e\u6210\u679c\u3092\u6700\u9069\u5316\u3059\u308b\u305f\u3081\u306b\u3001\u3057\u3070\u3057\u3070\u76f8\u53cd\u3059\u308b\u8907\u6570\u306e\u898f\u5236\u304a\u3088\u3073\u7a0e\u5236\u306e\u67a0\u7d44\u307f\u3092\u4e57\u308a\u8d8a\u3048\u308b\u305f\u3081\u306e\u6df1\u3044\u5c02\u9580\u77e5\u8b58\u304c\u5fc5\u8981\u3067\u3059\u3002\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u30fb\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u306f\u3001\u5305\u62ec\u7684\u306a\u30bd\u30ea\u30e5\u30fc\u30b7\u30e7\u30f3\u3092\u63d0\u4f9b\u3059\u308b\u305f\u3081\u306b\u3001\u5f01\u8b77\u58eb\u3001\u7a0e\u7406\u58eb\u3001\u4f1a\u8a08\u58eb\u3068\u306e\u9023\u643a\u3092\u4f34\u3046\u3053\u3068\u304c\u3088\u304f\u3042\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-why-is-compliance-particularly-difficult-in-cross-border-wealth-management\">\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u306e\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306b\u304a\u3044\u3066\u3001\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u304c\u7279\u306b\u56f0\u96e3\u306a\u306e\u306f\u306a\u305c\u3067\u3059\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306f\u3001\u898f\u5236\u304c\u56fd\u306b\u3088\u3063\u3066\u5927\u304d\u304f\u7570\u306a\u308a\u3001\u5e38\u306b\u5909\u5316\u3057\u3066\u3044\u308b\u305f\u3081\u3001\u975e\u5e38\u306b\u56f0\u96e3\u3067\u3059\u3002\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306f\u3001\u5546\u54c1\u306e\u9069\u5408\u6027\u3001\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u5236\u9650\u3001\u7a0e\u52d9\u5831\u544a\uff08FATCA\u3084CRS\u306a\u3069\uff09\u3001\u30c7\u30fc\u30bf\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\uff08GDPR\u306a\u3069\uff09\u3001\u30de\u30cd\u30fc\u30ed\u30f3\u30c0\u30ea\u30f3\u30b0\u5bfe\u7b56\u6307\u4ee4\u306b\u95a2\u3059\u308b\u73fe\u5730\u306e\u898f\u5247\u3092\u7406\u89e3\u3057\u3001\u9075\u5b88\u3059\u308b\u5fc5\u8981\u304c\u3042\u308a\u307e\u3059\u3002\u5358\u4e00\u306e\u9867\u5ba2\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u304c\u3001\u540c\u6642\u306b3\u3064\u307e\u305f\u306f4\u3064\u306e\u7570\u306a\u308b\u56fd\u3067\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u7fa9\u52d9\u3092\u767a\u751f\u3055\u305b\u308b\u53ef\u80fd\u6027\u304c\u3042\u308a\u307e\u3059\u3002\u7f70\u5247\u3092\u56de\u907f\u3057\u3001\u904b\u55b6\u306e\u5b8c\u5168\u6027\u3092\u7dad\u6301\u3059\u308b\u305f\u3081\u306b\u306f\u3001\u3042\u3089\u3086\u308b\u898f\u5236\u9806\u5b88\u7fa9\u52d9\u3092\u6e80\u305f\u3059\u3053\u3068\u304c\u4e0d\u53ef\u6b20\u3067\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-does-mifid-ii-affect-cross-border-advisory-services-in-europe\">MiFID II \u306f\u3001\u6b27\u5dde\u306b\u304a\u3051\u308b\u56fd\u5883\u3092\u8d8a\u3048\u305f\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30b5\u30fc\u30d3\u30b9\u306b\u3069\u306e\u3088\u3046\u306b\u5f71\u97ff\u3057\u307e\u3059\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">MiFID II \u306f\u3001\u6b27\u5dde\u7d4c\u6e08\u9818\u57df\u5185\u3067\u4e8b\u696d\u3092\u5c55\u958b\u3057\u3001\u307e\u305f\u306f\u540c\u9818\u57df\u306e\u9867\u5ba2\u306b\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u91d1\u878d\u6a5f\u95a2\u306b\u5bfe\u3057\u3066\u3001\u53b3\u683c\u306a\u9069\u5408\u6027\u3001\u900f\u660e\u6027\u3001\u958b\u793a\u8981\u4ef6\u3092\u8ab2\u3057\u3066\u3044\u307e\u3059\u3002\u6295\u8cc7\u52a9\u8a00\u3092\u63d0\u4f9b\u3059\u308b\u524d\u306b\u3001\u9867\u5ba2\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u306e\u53b3\u683c\u304b\u3064\u6587\u66f8\u5316\u3055\u308c\u305f\u8a55\u4fa1\u3092\u8981\u6c42\u3057\u3001\u8cbb\u7528\u3068\u624b\u6570\u6599\u306b\u95a2\u3059\u308b\u8a73\u7d30\u306a\u5831\u544a\u3092\u7fa9\u52d9\u4ed8\u3051\u3066\u3044\u307e\u3059\u3002\u56fd\u5883\u3092\u8d8a\u3048\u3066\u6d3b\u52d5\u3059\u308b\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u306b\u3068\u3063\u3066\u3001\u3053\u308c\u306f\u3001\u9867\u5ba2\u306e\u6240\u5728\u5730\u306b\u57fa\u3065\u3044\u3066\u3053\u308c\u3089\u306e\u53b3\u683c\u306a\u57fa\u6e96\u3092\u52d5\u7684\u306b\u9069\u7528\u3067\u304d\u308b\u30b7\u30b9\u30c6\u30e0\u3092\u7dad\u6301\u3059\u308b\u5fc5\u8981\u304c\u3042\u308b\u3053\u3068\u3092\u610f\u5473\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-role-does-kyc-play-in-international-financial-services\">\u56fd\u969b\u91d1\u878d\u30b5\u30fc\u30d3\u30b9\u306b\u304a\u3051\u308bKYC\uff08\u9867\u5ba2\u78ba\u8a8d\uff09\u306e\u5f79\u5272\u306f\u4f55\u3067\u3059\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u9867\u5ba2\u78ba\u8a8d\uff08KYC\uff09\u306f\u3001\u9867\u5ba2\u306e\u8eab\u5143\u3092\u8a8d\u8a3c\u3057\u3001\u8cc7\u7523\u306e\u6e90\u6cc9\u3092\u628a\u63e1\u3057\u3001\u30ea\u30b9\u30af\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3092\u8a55\u4fa1\u3059\u308b\u305f\u3081\u306e\u57fa\u672c\u7684\u306a\u30d7\u30ed\u30bb\u30b9\u3067\u3059\u3002\u56fd\u5883\u3092\u8d8a\u3048\u308b\u6587\u8108\u306b\u304a\u3044\u3066\u306f\u3001KYC\u30d7\u30ed\u30bb\u30b9\u306f\u3001\u8907\u6570\u306e\u6cd5\u57df\u306b\u304a\u3051\u308b\u7279\u5b9a\u306e\u30de\u30cd\u30fc\u30ed\u30f3\u30c0\u30ea\u30f3\u30b0\u5bfe\u7b56\uff08AML\uff09\u6307\u4ee4\u306b\u6e96\u62e0\u3059\u308b\u306e\u306b\u5341\u5206\u306a\u5805\u7262\u6027\u3092\u5099\u3048\u3066\u3044\u308b\u5fc5\u8981\u304c\u3042\u308a\u3001\u3057\u3070\u3057\u3070\u653f\u6cbb\u7684\u5f71\u97ff\u529b\u306e\u3042\u308b\u4eba\u7269\uff08PEP\uff09\u3084\u9ad8\u30ea\u30b9\u30af\u56fd\u304b\u3089\u306e\u9867\u5ba2\u306b\u5bfe\u3057\u3066\u3001\u5f37\u5316\u3055\u308c\u305f\u30c7\u30e5\u30fc\u30c7\u30ea\u30b8\u30a7\u30f3\u30b9\u304c\u8981\u6c42\u3055\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-can-automation-improve-cross-border-compliance-and-operational-efficiency\">\u81ea\u52d5\u5316\u306f\u3001\u56fd\u5883\u3092\u8d8a\u3048\u305f\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3068\u696d\u52d9\u52b9\u7387\u3092\u3069\u306e\u3088\u3046\u306b\u6539\u5584\u3067\u304d\u307e\u3059\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u81ea\u52d5\u5316\u306f\u3001\u30ea\u30b9\u30af\u30b9\u30b3\u30a2\u30ea\u30f3\u30b0\u306e\u3088\u3046\u306a\u8907\u96d1\u3067\u53cd\u5fa9\u7684\u306a\u30d7\u30ed\u30bb\u30b9\u3092\u52b9\u7387\u5316\u3057\u307e\u3059\u3002, <a rel=\"noopener noreferrer\" href=\"https:\/\/www.investglass.com\/ja\/%e8%ba%ab%e5%85%83%e7%a2%ba%e8%aa%8d%e3%81%a8%e3%81%af%e4%bd%95%e3%81%8b%e3%80%81%e3%81%a9%e3%81%ae%e3%82%88%e3%81%86%e3%81%ab%e6%a9%9f%e8%83%bd%e3%81%99%e3%82%8b%e3%81%ae%e3%81%8b\/\" target=\"_self\">\u672c\u4eba\u78ba\u8a8d<\/a>, \u30c8\u30e9\u30f3\u30b6\u30af\u30b7\u30e7\u30f3\u76e3\u8996\u3001\u9069\u5408\u6027\u30c1\u30a7\u30c3\u30af\u3002\u624b\u52d5\u306b\u3088\u308b\u30a8\u30e9\u30fc\u3092\u524a\u6e1b\u3057\u3001\u5730\u57df\u3054\u3068\u306e\u30eb\u30fc\u30eb\u306e\u4e00\u8cab\u3057\u305f\u9069\u7528\u3092\u4fdd\u8a3c\u3057\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u5287\u7684\u306b\u30b9\u30d4\u30fc\u30c9\u30a2\u30c3\u30d7\u3055\u305b\u307e\u3059\u3002\u3053\u308c\u3089\u306e\u30bf\u30b9\u30af\u3092\u81ea\u52d5\u5316\u3059\u308b\u3053\u3068\u3067\u3001\u4f01\u696d\u306f\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u62c5\u5f53\u8005\u306e\u4eba\u54e1\u3092\u6bd4\u4f8b\u3057\u3066\u5897\u3084\u3059\u3053\u3068\u306a\u304f\u3001\u30af\u30ed\u30b9\u30dc\u30fc\u30c0\u30fc\u30aa\u30da\u30ec\u30fc\u30b7\u30e7\u30f3\u3092\u62e1\u5927\u3059\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-what-is-data-sovereignty-and-why-does-it-matter-for-wealth-management\">\u30c7\u30fc\u30bf\u4e3b\u6a29\u3068\u306f\u4f55\u3067\u3059\u304b\uff1f\u307e\u305f\u3001\u306a\u305c\u305d\u308c\u304c\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306b\u3068\u3063\u3066\u91cd\u8981\u306a\u306e\u3067\u3057\u3087\u3046\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u30c7\u30fc\u30bf\u4e3b\u6a29\u3068\u306f\u3001\u30c7\u30b8\u30bf\u30eb\u30c7\u30fc\u30bf\u304c\u7269\u7406\u7684\u306b\u5b58\u5728\u3059\u308b\u56fd\u306e\u6cd5\u5f8b\u304a\u3088\u3073\u7d71\u6cbb\u69cb\u9020\u306b\u5f93\u3046\u3068\u3044\u3046\u6cd5\u7684\u6982\u5ff5\u3067\u3059\u3002\u3053\u308c\u306f\u3001\u73fe\u5730\u306e\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u898f\u5236\u3078\u306e\u6e96\u62e0\u3092\u78ba\u4fdd\u3059\u308b\u305f\u3081\u306b\u4e0d\u53ef\u6b20\u3067\u3059\u3002\u56fd\u969b\u7684\u306a\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306b\u3068\u3063\u3066\u3001\u30c7\u30fc\u30bf\u4e3b\u6a29\u306f\u3001\u5916\u56fd\u653f\u5e9c\u3084\u7b2c\u4e09\u8005\u306e\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u4f01\u696d\u306b\u3088\u308b\u4e0d\u5f53\u306a\u30a2\u30af\u30bb\u30b9\u304b\u3089\u6a5f\u5bc6\u6027\u306e\u9ad8\u3044\u8ca1\u52d9\u60c5\u5831\u3092\u4fdd\u8b77\u3059\u308b\u305f\u3081\u91cd\u8981\u3067\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-why-is-a-swiss-sovereign-crm-advantageous-for-global-wealth-managers\">\u30b9\u30a4\u30b9\u306e\u4e3b\u6a29CRM\u306f\u3001\u30b0\u30ed\u30fc\u30d0\u30eb\u306a\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30fc\u30b8\u30e3\u30fc\u306b\u3068\u3063\u3066\u306a\u305c\u6709\u5229\u306a\u306e\u3067\u3059\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u3088\u3046\u306a\u30b9\u30a4\u30b9\u306e\u4e3b\u6a29CRM\u306f\u3001\u3059\u3079\u3066\u306e\u9867\u5ba2\u30c7\u30fc\u30bf\u3068\u30bd\u30d5\u30c8\u30a6\u30a7\u30a2\u30a4\u30f3\u30d5\u30e9\u30b9\u30c8\u30e9\u30af\u30c1\u30e3\u81ea\u4f53\u304c\u30b9\u30a4\u30b9\u306b\u30db\u30b9\u30c8\u3055\u308c\u3066\u3044\u308b\u3053\u3068\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u4f01\u696d\u306f\u30b9\u30a4\u30b9\u306e\u53b3\u683c\u306a\u30c7\u30fc\u30bf\u4fdd\u8b77\u6cd5\u3001\u653f\u6cbb\u7684\u4e2d\u7acb\u6027\u3001\u305d\u3057\u3066\u9577\u5e74\u306b\u308f\u305f\u308b\u91d1\u878d\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u306e\u4f1d\u7d71\u3068\u3044\u3046\u3001\u30bb\u30ad\u30e5\u30ea\u30c6\u30a3\u3068\u88c1\u91cf\u3092\u6c42\u3081\u308b\u56fd\u969b\u7684\u306a\u5bcc\u88d5\u5c64\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u304c\u91cd\u8996\u3059\u308b\u5c5e\u6027\u306e\u6069\u6075\u3092\u53d7\u3051\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-does-investglass-handle-pre-trade-compliance-for-international-trades\">InvestGlass\u306f\u3001\u56fd\u969b\u53d6\u5f15\u306e\u30d7\u30ec\u30c8\u30ec\u30fc\u30c9\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u3069\u306e\u3088\u3046\u306b\u51e6\u7406\u3057\u307e\u3059\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u53d6\u5f15\u5b9f\u884c\u524d\u306b\u30ea\u30a2\u30eb\u30bf\u30a4\u30e0\u3067\u9867\u5ba2\u30d7\u30ed\u30d5\u30a1\u30a4\u30eb\u3001\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u306e\u59d4\u4efb\u4e8b\u9805\u3001\u304a\u3088\u3073\u7ba1\u8f44\u533a\u57df\u306e\u898f\u5236\u898f\u5247\u306b\u5bfe\u3057\u3066\u30c1\u30a7\u30c3\u30af\u3092\u5b9f\u884c\u3059\u308b\u3053\u3068\u3067\u3001\u53d6\u5f15\u524d\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u3092\u81ea\u52d5\u5316\u3057\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u63d0\u6848\u3055\u308c\u305f\u6295\u8cc7\u304c\u9867\u5ba2\u306b\u9069\u3057\u3066\u3044\u308b\u3053\u3068\u3001\u56fd\u5883\u3092\u8d8a\u3048\u305f\u30de\u30fc\u30b1\u30c6\u30a3\u30f3\u30b0\u5236\u9650\u3092\u9075\u5b88\u3057\u3066\u3044\u308b\u3053\u3068\u3001\u304a\u3088\u3073\u4f1a\u793e\u306e\u5185\u90e8\u30ea\u30b9\u30af\u30dd\u30ea\u30b7\u30fc\u3068\u4e00\u81f4\u3057\u3066\u3044\u308b\u3053\u3068\u304c\u4fdd\u8a3c\u3055\u308c\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-can-investglass-integrate-with-existing-core-banking-systems\">InvestGlass\u306f\u65e2\u5b58\u306e\u30b3\u30a2\u30d0\u30f3\u30ad\u30f3\u30b0\u30b7\u30b9\u30c6\u30e0\u3068\u9023\u643a\u3067\u304d\u307e\u3059\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">\u306f\u3044\u3001InvestGlass \u306f\u30e2\u30c0\u30f3\u3067\u30aa\u30fc\u30d7\u30f3\u306a API \u30a2\u30fc\u30ad\u30c6\u30af\u30c1\u30e3\u3067\u8a2d\u8a08\u3055\u308c\u3066\u3044\u307e\u3059\u3002\u3053\u308c\u306b\u3088\u308a\u3001\u65e2\u5b58\u306e\u30b3\u30a2\u30d0\u30f3\u30ad\u30f3\u30b0\u30b7\u30b9\u30c6\u30e0\u3001\u30ec\u30ac\u30b7\u30fc\u30dd\u30fc\u30c8\u30d5\u30a9\u30ea\u30aa\u7ba1\u7406\u30c4\u30fc\u30eb\u3001\u5e02\u5834\u30c7\u30fc\u30bf\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3001\u304a\u3088\u3073\u30b5\u30fc\u30c9\u30d1\u30fc\u30c6\u30a3\u306e\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u30c7\u30fc\u30bf\u30d9\u30fc\u30b9\uff08\u5236\u88c1\u30ea\u30b9\u30c8\u30b9\u30af\u30ea\u30fc\u30cb\u30f3\u30b0\u306a\u3069\uff09\u3068\u30b7\u30fc\u30e0\u30ec\u30b9\u306b\u7d71\u5408\u3067\u304d\u3001\u30b7\u30b9\u30c6\u30e0\u5168\u4f53\u306e\u5927\u898f\u6a21\u306a\u898b\u76f4\u3057\u3092\u5fc5\u8981\u3068\u305b\u305a\u306b\u7d71\u4e00\u3055\u308c\u305f\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30a8\u30b3\u30b7\u30b9\u30c6\u30e0\u3092\u69cb\u7bc9\u3067\u304d\u307e\u3059\u3002.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-how-does-investglass-support-digital-onboarding-for-complex-international-clients\">InvestGlass\u306f\u3001\u8907\u96d1\u306a\u56fd\u969b\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u5411\u3051\u306e\u30c7\u30b8\u30bf\u30eb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3092\u3069\u306e\u3088\u3046\u306b\u30b5\u30dd\u30fc\u30c8\u3057\u307e\u3059\u304b\uff1f<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306f\u3001\u5404\u7ba1\u8f44\u533a\u57df\u3067\u8981\u6c42\u3055\u308c\u308b\u7279\u5b9a\u306e\u60c5\u5831\u3092\u53ce\u96c6\u3067\u304d\u308b\u3088\u3046\u306b\u30ab\u30b9\u30bf\u30de\u30a4\u30ba\u53ef\u80fd\u306a\u30c7\u30b8\u30bf\u30eb\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u30ef\u30fc\u30af\u30d5\u30ed\u30fc\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u81ea\u52d5\u5316\u3055\u308c\u305fKYC\u3001AML\u3001\u751f\u4f53\u8a8d\u8a3c\u30c1\u30a7\u30c3\u30af\u3092\u7d71\u5408\u3057\u3001\u4f01\u696d\u304c\u4fe1\u8a17\u3001\u6301\u682a\u4f1a\u793e\u3001\u591a\u5c64\u7684\u306a\u6cd5\u4eba\u69cb\u9020\u306a\u3069\u306e\u8907\u96d1\u306a\u30a8\u30f3\u30c6\u30a3\u30c6\u30a3\u3092\u52b9\u7387\u7684\u306b\u30aa\u30f3\u30dc\u30fc\u30c7\u30a3\u30f3\u30b0\u3067\u304d\u308b\u3088\u3046\u306b\u3059\u308b\u3068\u540c\u6642\u306b\u3001\u56fd\u5883\u3092\u8d8a\u3048\u305f\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u57fa\u6e96\u306e\u53b3\u683c\u306a\u9075\u5b88\u3092\u4fdd\u8a3c\u3057\u307e\u3059\u3002.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-glossary-of-key-terms-and-acronyms\">\u4e3b\u8981\u7528\u8a9e\u3068\u7565\u8a9e\u96c6<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>MiFID II\uff1a<\/strong> \u91d1\u878d\u5546\u54c1\u5e02\u5834\u6307\u4ee4II\uff08\u6295\u8cc7\u5bb6\u4fdd\u8b77\u3068\u5e02\u5834\u900f\u660e\u6027\u306b\u95a2\u3059\u308bEU\u898f\u5247\uff09<\/li>\n\n\n\n<li><strong>FATCA<\/strong> \u5916\u56fd\u53e3\u5ea7\u7a0e\u52d9\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u6cd5<\/li>\n\n\n\n<li><strong>CRS<\/strong> \u5171\u901a\u5831\u544a\u57fa\u6e96\uff08OECD\u306b\u3088\u308b\u91d1\u878d\u53e3\u5ea7\u60c5\u5831\u306e\u81ea\u52d5\u4ea4\u63db\u306b\u95a2\u3059\u308b\u6a19\u6e96\uff09<\/li>\n\n\n\n<li><strong>GDPR\uff1a<\/strong> \u4e00\u822c\u30c7\u30fc\u30bf\u4fdd\u8b77\u898f\u5247\uff08EU\u306e\u30c7\u30fc\u30bf\u4fdd\u8b77\u304a\u3088\u3073\u30d7\u30e9\u30a4\u30d0\u30b7\u30fc\u6cd5\uff09<\/li>\n\n\n\n<li><strong>\u30a2\u30e0\u30e9<\/strong> \u30de\u30cd\u30fc\u30ed\u30f3\u30c0\u30ea\u30f3\u30b0\u9632\u6b62\u6cd5\uff08\u30de\u30cd\u30fc\u30ed\u30f3\u30c0\u30ea\u30f3\u30b0\u5bfe\u7b56\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306b\u95a2\u3059\u308b\u30b9\u30a4\u30b9\u9023\u90a6\u6cd5\uff09<\/li>\n\n\n\n<li><strong>FINMA\uff1a<\/strong> \u30b9\u30a4\u30b9\u91d1\u878d\u5e02\u5834\u76e3\u7763\u5c40\uff08\u30b9\u30a4\u30b9\u306e\u91d1\u878d\u5e02\u5834\u3092\u76e3\u7763\u3059\u308b\u898f\u5236\u5f53\u5c40\uff09<\/li>\n\n\n\n<li><strong>CFC<\/strong> \u30bf\u30c3\u30af\u30b9\u30d8\u30a4\u30d6\u30f3\u5bfe\u7b56\u7a0e\u5236\uff08\u5916\u56fd\u5b50\u4f1a\u793e\u3078\u306e\u6240\u5f97\u306e\u65e9\u671f\u9084\u6d41\u3092\u9632\u3050\u305f\u3081\u306e\u898f\u5b9a\uff09<\/li>\n\n\n\n<li><strong>PFIC:<\/strong> \u30d1\u30c3\u30b7\u30d6\u5916\u56fd\u6295\u8cc7\u4f1a\u793e\uff08\u7279\u5b9a\u306e\u5916\u56fd\u6295\u8cc7\u30d3\u30fc\u30af\u30eb\u306b\u95a2\u3059\u308b\u7c73\u56fd\u7a0e\u6cd5\uff09<\/li>\n\n\n\n<li><strong>\u30dc\u30fc\u30a4<\/strong> \u53d7\u76ca\u8005\u60c5\u5831\uff08\u6700\u7d42\u7684\u306b\u4e8b\u696d\u4f53\uff08\u4f1a\u793e\u306a\u3069\uff09\u3092\u6240\u6709\u307e\u305f\u306f\u7ba1\u7406\u3059\u308b\u500b\u4eba\u306b\u95a2\u3059\u308b\u60c5\u5831\uff09<\/li>\n\n\n\n<li><strong>UBO:<\/strong> \u6700\u7d42\u53d7\u76ca\u8005\uff08\u4f1a\u793e\u307e\u305f\u306f\u8cc7\u7523\u3092\u6700\u7d42\u7684\u306b\u6240\u6709\u307e\u305f\u306f\u7ba1\u7406\u3059\u308b\u500b\u4eba\uff09<\/li>\n\n\n\n<li><strong>SFDR<\/strong> \u30b5\u30b9\u30c6\u30ca\u30d6\u30eb\u30fb\u30d5\u30a1\u30a4\u30ca\u30f3\u30b9\u958b\u793a\u898f\u5247 (ESG\u958b\u793a\u306b\u95a2\u3059\u308bEU\u898f\u5247)<\/li>\n\n\n\n<li><strong>\u5171\u901a\u5831\u544a\u57fa\u6e96<\/strong> \u81ea\u52d5\u60c5\u5831\u4ea4\u63db\uff08\u91d1\u878d\u53e3\u5ea7\u60c5\u5831\u306e\u5171\u6709\u306b\u95a2\u3059\u308b\u30b0\u30ed\u30fc\u30d0\u30eb\u30b9\u30bf\u30f3\u30c0\u30fc\u30c9\uff09<\/li>\n\n\n\n<li><strong>PEP\uff1a<\/strong> \u653f\u6cbb\u7684\u5f71\u97ff\u529b\u306e\u3042\u308b\u4eba\u7269\uff08\u8457\u540d\u306a\u516c\u52d9\u306b\u5f93\u4e8b\u3059\u308b\u500b\u4eba\uff09<\/li>\n<\/ul>\n\n\n\n\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u7d50\u8ad6\uff1a\u8907\u96d1\u3055\u3092\u53d7\u3051\u5165\u308c\u308b<\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u56fd\u5883\u3092\u8d8a\u3048\u305f\u30a2\u30c9\u30d0\u30a4\u30b6\u30ea\u30fc\u30b5\u30dd\u30fc\u30c8\u306f\u3001\u751f\u534a\u53ef\u306a\u3082\u306e\u3067\u306f\u3042\u308a\u307e\u305b\u3093\u3002\u898f\u5236\u9075\u5b88\u3078\u306e\u6df1\u3044\u30b3\u30df\u30c3\u30c8\u30e1\u30f3\u30c8\u3001\u30b0\u30ed\u30fc\u30d0\u30eb\u5e02\u5834\u306b\u95a2\u3059\u308b\u9ad8\u5ea6\u306a\u7406\u89e3\u3001\u305d\u3057\u3066\u81a8\u5927\u306a\u8907\u96d1\u3055\u3092\u7ba1\u7406\u3059\u308b\u305f\u3081\u306e\u6280\u8853\u30a4\u30f3\u30d5\u30e9\u304c\u5fc5\u8981\u3067\u3059\u3002\u3057\u304b\u3057\u3001\u3053\u308c\u3089\u306e\u8ab2\u984c\u3092\u514b\u670d\u3067\u304d\u308b\u4f01\u696d\u306b\u3068\u3063\u3066\u3001\u305d\u306e\u898b\u8fd4\u308a\u306f\u975e\u5e38\u306b\u5927\u304d\u3044\u3067\u3059\u3002\u4e16\u754c\u306e\u5bcc\u88d5\u5c64\u5e02\u5834\u306f\u6210\u9577\u3092\u7d9a\u3051\u3001\u30af\u30e9\u30a4\u30a2\u30f3\u30c8\u306f\u307e\u3059\u307e\u3059\u771f\u306b\u56fd\u969b\u7684\u306a\u30b5\u30fc\u30d3\u30b9\u3092\u63d0\u4f9b\u3059\u308b\u30a2\u30c9\u30d0\u30a4\u30b6\u30fc\u3092\u6c42\u3081\u3066\u3044\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass\u306e\u3088\u3046\u306a\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u30d7\u30ed\u30d0\u30a4\u30c0\u30fc\u3068\u63d0\u643a\u3059\u308b\u3053\u3068\u3067\u3001\u91d1\u878d\u6a5f\u95a2\u306f\u56fd\u5883\u3092\u8d8a\u3048\u305f\u30b3\u30f3\u30d7\u30e9\u30a4\u30a2\u30f3\u30b9\u306e\u8ca0\u62c5\u3092\u6226\u7565\u7684\u8cc7\u7523\u306b\u5909\u3048\u308b\u3053\u3068\u304c\u3067\u304d\u307e\u3059\u3002\u7d71\u4e00\u3055\u308c\u305f\u4e3b\u6a29CRM\u30d7\u30e9\u30c3\u30c8\u30d5\u30a9\u30fc\u30e0\u306f\u3001\u30b9\u30b1\u30fc\u30e9\u30d6\u30eb\u3067\u5b89\u5168\u3001\u305d\u3057\u3066\u9ad8\u5ea6\u306b\u30d1\u30fc\u30bd\u30ca\u30e9\u30a4\u30ba\u3055\u308c\u305f\u30b0\u30ed\u30fc\u30d0\u30eb\u306a\u30a6\u30a7\u30eb\u30b9\u30de\u30cd\u30b8\u30e1\u30f3\u30c8\u306e\u57fa\u76e4\u3092\u63d0\u4f9b\u3057\u307e\u3059\u3002\u307e\u3059\u307e\u3059\u8907\u96d1\u5316\u3059\u308b\u4e16\u754c\u306b\u304a\u3044\u3066\u3001\u9069\u5207\u306a\u30c6\u30af\u30ce\u30ed\u30b8\u30fc\u306f\u5358\u306a\u308b\u904b\u7528\u4e0a\u306e\u5fc5\u8981\u6761\u4ef6\u3067\u306f\u306a\u304f\u3001\u30b0\u30ed\u30fc\u30d0\u30eb\u306a\u6210\u9577\u3092\u89e3\u304d\u653e\u3061\u3001\u6c38\u7d9a\u7684\u306a\u9867\u5ba2\u306e\u4fe1\u983c\u3092\u7bc9\u304f\u305f\u3081\u306e\u9375\u3068\u306a\u308a\u307e\u3059\u3002.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>\u201c\u300c\u4e0d\u5b89\u5b9a\u306a\u4e16\u754c\u306b\u304a\u3044\u3066\u3001\u79c1\u305f\u3061\u306f\u7686\u69d8\u3068\u7686\u69d8\u306e\u30d3\u30b8\u30cd\u30b9\u81ea\u52d5\u5316\u306e\u305f\u3081\u306b\u300e#1 Swiss Stable Cloud Suite\u300f\u3092\u69cb\u7bc9\u3057\u3066\u3044\u307e\u3059\u3002\u300d\u3000\u30a2\u30ec\u30af\u30b5\u30f3\u30c9\u30eb\u30fb\u30ac\u30a4\u30e4\u30fc\u30eb\uff08InvestGlass CEO\uff09<\/em><\/p>","protected":false},"excerpt":{"rendered":"<p>Quick Answer: Cross-border advisory support involves providing comprehensive financial and wealth management services to clients across different jurisdictions while strictly adhering to complex, varying regulatory frameworks. InvestGlass bridges clients\u2019 international ambitions with practical, on-the-ground execution by offering a Swiss sovereign CRM and automation platform that streamlines cross-border compliance, automates KYC\/AML checks, and ensures absolute data sovereignty, enabling financial institutions to scale globally with confidence and security. Introduction This guide is designed for wealth managers, compliance officers, and financial institutions seeking to navigate the complexities of cross-border advisory support. With increasing regulatory scrutiny and global client demands, understanding cross-border advisory is more critical than ever. As high-net-worth individuals (HNWIs) and ultra-high-net-worth [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":49393,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[1412,1413],"class_list":["post-49360","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-advisory","tag-support"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.8 (Yoast SEO v28.0) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Cross-Border Advisory Support for Wealth Managers<\/title>\n<meta name=\"description\" content=\"Explore the essentials of Cross-Border Advisory Support and learn to navigate international wealth management complexities.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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