{"id":34423,"date":"2022-08-27T08:23:10","date_gmt":"2022-08-27T06:23:10","guid":{"rendered":"https:\/\/www.investglass.com\/?p=34423"},"modified":"2025-02-24T09:42:44","modified_gmt":"2025-02-24T08:42:44","slug":"%ed%95%80%ec%82%ac-%ea%b5%ac%ed%98%84-%eb%b0%a9%eb%b2%95","status":"publish","type":"post","link":"https:\/\/www.investglass.com\/ko\/how-to-implement-finsa\/","title":{"rendered":"FINSA\ub97c \uad6c\ud604\ud558\ub294 \ubc29\ubc95\uc740 \ubb34\uc5c7\uc778\uac00\uc694?"},"content":{"rendered":"<p class=\"wp-block-paragraph\"><strong><em><span style=\"text-decoration: underline;\">\uc774\ub294 \ubc95\ub960 \uc790\ubb38\uc774 \uc544\ub2c8\ubbc0\ub85c \uc790\uc2e0\uc758 \ubc95\ub960 \uace0\ubb38\uacfc \uc0c1\ub2f4\ud558\uc2dc\uae30 \ubc14\ub78d\ub2c8\ub2e4.<\/span><\/em><\/strong><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">2018\ub144 1\uc6d4 1\uc77c\ubd80\ub85c \uc2a4\uc704\uc2a4\uc5d0\uc11c \uae08\uc735 \uc11c\ube44\uc2a4\ubc95(FinSA)\uc774 \ubc1c\ud6a8\ub418\uc5c8\uc2b5\ub2c8\ub2e4(\uc0c8\ub85c\uc6b4 \uc138\ubd80 \uc0ac\ud56d\uc740 \uc5f0\ubc29\uc758\ud68c\uc5d0\uc11c \uaddc\uc815\ud568). \uc774 \uc0c8\ub85c\uc6b4 \ubc95\uc740 \uae30\uc874 \uc740\ud589\ubc95\uc744 \ub300\uccb4\ud558\uba70 \uc2a4\uc704\uc2a4\uc758 \ubaa8\ub4e0 \uae08\uc735 \uc11c\ube44\uc2a4 \uc81c\uacf5\uc5c5\uccb4\ub97c \uaddc\uc81c\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">FinSA\uc758 \uc8fc\uc694 \ubaa9\uc801\uc740 \uc790\uaca9\uc744 \uac16\ucd94\uace0 \ud3c9\ud310\uc774 \uc88b\uc740 \uc81c\uacf5\uc790\ub9cc \uc2a4\uc704\uc2a4\uc5d0\uc11c \uae08\uc735 \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\ub3c4\ub85d \ud558\uc5ec \uc18c\ube44\uc790\ub97c \ubcf4\ud638\ud558\ub294 \uac83\uc785\ub2c8\ub2e4. \uc2a4\uc704\uc2a4\uc5d0\uc11c \uae08\uc735 \uc11c\ube44\uc2a4 \uc81c\uacf5\uc5c5\uccb4\ub85c \ud65c\ub3d9\ud558\ub824\uba74 \uc774\uc81c \uc2a4\uc704\uc2a4 \uae08\uc735 \uaddc\uc81c \uae30\uad00\uc778 FINMA\ub85c\ubd80\ud130 \ub77c\uc774\uc120\uc2a4\ub97c \ucde8\ub4dd\ud574\uc57c \ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5d0 \ub530\ub974\uba74\u00a0<a href=\"https:\/\/www.finma.ch\/en\/documentation\/legal-basis\/laws-and-ordinances\/finanzdienstleistungen\/?utm_source=chatgpt.com\">FINMA<\/a>, \ub300\ub7b5\u00a0<strong>2,000 - 2,500<\/strong>\u00a0\uc2a4\uc704\uc2a4\uc758 \uae08\uc735 \ud68c\uc0ac\ub4e4\uc740 2020\ub144 \uc2dc\ud589 \uc774\ud6c4 FinSA \uaddc\uc815\uc758 \uc601\ud5a5\uc744 \ubc1b\uace0 \uc788\uc2b5\ub2c8\ub2e4. 2022\ub144 \ud604\uc7ac\u00a0<strong>1,500\uba85\uc758 \uc7ac\ubb34 \uc124\uacc4\uc0ac<\/strong>\u00a0\uc5d0 \ub4f1\ub85d\ud55c \uacbd\uc6b0\u00a0<strong>\uc7ac\ubb34 \uc124\uacc4\uc0ac \ub4f1\ub85d(\ubca0\ub77c\ud130\ub808\uc9c0\uc2a4\ud130)<\/strong>\u00a0\ub97c \ud1b5\ud574 \uc0c8\ub85c\uc6b4 \uc694\uac74\uc744 \uc900\uc218\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub2e4\uc74c\uc744 \ucd08\uacfc\ud558\ub294 \uc790\uc0b0\uc744 \uad00\ub9ac\ud558\ub294 \uae08\uc735 \uc11c\ube44\uc2a4 \uc81c\uacf5\uc5c5\uccb4\u00a0<strong>CHF 1,000\ub9cc<\/strong>\u00a0(\uc57d 1,120\ub9cc \ub2ec\ub7ec)\ub97c \ud22c\uc790\ud558\ub824\uba74 FINMA\uc758 \ub77c\uc774\uc120\uc2a4\ub97c \ucde8\ub4dd\ud574\uc57c \ud569\ub2c8\ub2e4. FinSA\ub97c \uc900\uc218\ud558\uc9c0 \uc54a\uc744 \uacbd\uc6b0 \ucd5c\ub300 \ub2e4\uc74c\uacfc \uac19\uc740 \ubc8c\uae08\uc774 \ubd80\uacfc\ub420 \uc218 \uc788\uc2b5\ub2c8\ub2e4.\u00a0<strong>CHF 500,000<\/strong>\u00a0(\uc57d 56\ub9cc \ub2ec\ub7ec). \ub610\ud55c, \uc774 \uaddc\uc815\uc740 \ud22c\uc790\uc790 \ubcf4\ud638\ub97c \uac15\ud654\ud558\uc5ec\u00a0<strong>450\ub9cc \uba85\uc758 \uac1c\uc778 \ud22c\uc790\uc790<\/strong>\u00a0\uae08\uc735 \uc0c1\ud488\uacfc \uc11c\ube44\uc2a4\uc758 \ud22c\uba85\uc131\uc744 \uac15\ud654\ud558\uc5ec \uc2a4\uc704\uc2a4\uc5d0 \uc9c4\ucd9c\ud588\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc5c4\uaca9\ud55c \uc790\uaca9 \uc694\uac74\uc744 \ucda9\uc871\ud558\uace0 \uc5c4\uaca9\ud55c \uaddc\uce59\uacfc \uaddc\uc815\uc744 \uc900\uc218\ud558\ub294 \uc5c5\uccb4\ub9cc FINMA\ub85c\ubd80\ud130 \ub77c\uc774\uc120\uc2a4\ub97c \ubd80\uc5ec\ubc1b\uac8c \ub429\ub2c8\ub2e4. \uadf8\ub807\ub2e4\uba74 \uc774\ub294 \uace0\uac1d\uc5d0\uac8c \uc5b4\ub5a4 \uc758\ubbf8\uc774\uba70 InvestGlass <a href=\"https:\/\/www.investglass.com\/ko\/%ec%9d%80%ed%96%89%ec%9d%80-%ec%b1%84%ed%8c%85gpt%ec%99%80-%eb%a1%9c%eb%b3%b4%ed%8b%b1-%ed%94%84%eb%a1%9c%ec%84%b8%ec%8a%a4-%ec%9e%90%eb%8f%99%ed%99%94-rpa%eb%a1%9c-%eb%ac%b4%ec%97%87%ec%9d%84\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"1099\">\uc774 \uc740\ud589 \ud504\ub85c\uc138\uc2a4 \uc790\ub3d9\ud654<\/a>?<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/pe_gzj5uvz0-1024x576.jpg\" alt=\"\" class=\"wp-image-34427\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/pe_gzj5uvz0-1024x576.jpg 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/pe_gzj5uvz0-300x169.jpg 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/pe_gzj5uvz0-768x432.jpg 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/pe_gzj5uvz0-1536x864.jpg 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/pe_gzj5uvz0.jpg 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2e0\ub8b0 \ud5a5\uc0c1\uc744 \uc704\ud55c \uccab \ubc88\uc9f8 FINSA... \uace0\uac1d\uc740 \uc2a4\uc704\uc2a4\uc5d0\uc11c \uae08\uc735 \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud560 \uc218 \uc788\ub294 \uad8c\ud55c\uc774 \uc788\ub294 \ub77c\uc774\uc120\uc2a4 \uc81c\uacf5\uc790\ub9cc \uc548\uc2ec\ud558\uace0 \uc774\uc6a9\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. FINMA\ub85c\ubd80\ud130 \ub77c\uc774\uc120\uc2a4\ub97c \ucde8\ub4dd\ud55c \ubaa8\ub4e0 \uc81c\uacf5\uc5c5\uccb4\ub294 FinSA \uaddc\uc815\uc744 \uc900\uc218\ud558\ub294\uc9c0 \ud655\uc778\ud558\uae30 \uc704\ud574 \uc815\uae30\uc801\uc778 \uac80\uc0ac\ub97c \ubc1b\uc2b5\ub2c8\ub2e4. \uace0\uac1d\uc740 \ub77c\uc774\uc120\uc2a4\uac00 \uc788\ub294 \uc81c\uacf5\uc5c5\uccb4\uc640 \uac70\ub798\ud560 \ub54c \ud3c9\ud310\uc774 \uc88b\uc740 \uc81c\uacf5\uc5c5\uccb4\uc640 \uac70\ub798\ud558\uace0 \uc788\ub2e4\ub294 \ud655\uc2e0\uc744 \uac00\uc9c8 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uae08\uc735 \uc11c\ube44\uc2a4\ubc95(FinSA)\uc740 \uc2a4\uc704\uc2a4\uc758 \ubaa8\ub4e0 \uae08\uc735 \uc11c\ube44\uc2a4 \uc81c\uacf5\uc5c5\uccb4\uc5d0 \uc801\uc6a9\ub429\ub2c8\ub2e4. \uc5ec\uae30\uc5d0\ub294 \uc740\ud589, \ubcf4\ud5d8\uc0ac, \uc790\uc0b0 \uc6b4\uc6a9\uc0ac \ubc0f \uc18c\ube44\uc790\uc5d0\uac8c \uae08\uc735 \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\ub294 \uae30\ud0c0 \ubaa8\ub4e0 \ud68c\uc0ac\uac00 \ud3ec\ud568\ub429\ub2c8\ub2e4. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc740\ud589\uc740 FinSA \uc6f9\uc0ac\uc774\ud2b8\uc5d0\uc11c \uc2a4\uc704\uc2a4 \uc5f0\ubc29 \uae08\uc735 \uc11c\ube44\uc2a4\ubc95(FinSA)\uc5d0 \ub530\ub978 \ucd5c\uc2e0 \uc694\uac74\uacfc 2022\ub144 1\uc6d4 1\uc77c\ubd80\ud130 \uc2dc\ud589\ub418\ub294 \uc740\ud589\uc758 \uc870\uce58\uc5d0 \ub300\ud55c \uc815\ubcf4\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \uae00\uc5d0\uc11c\ub294 FinSa\uc758 \uc8fc\uc694 \uce21\uba74\uacfc InvestGlass CRM \ubc0f PMS\uac00 \uc774\ub7ec\ud55c \uacfc\uc81c\ub97c \ud574\uacb0\ud558\ub294 \ubc29\ubc95\uc744 \uc18c\uac1c\ud569\ub2c8\ub2e4. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-financial-sercices-act-finsa-definitions\">\uae08\uc735 \uc11c\ube44\uc2a4\ubc95 FinSa - \uc815\uc758<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uae08\uc735 \uc11c\ube44\uc2a4\ubc95\uc5d0\uc11c \uae08\uc735 \uc11c\ube44\uc2a4\ub780 \ub2e4\uc74c\uc744 \uc758\ubbf8\ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uae08\uc735 \uc0c1\ud488\uc758 \ucde8\ub4dd \ub610\ub294 \ucc98\ubd84;<\/li>\n\n\n\n<li>\uae08\uc735 \uc0c1\ud488 \uc8fc\ubb38 \uc811\uc218 \ubc0f \uc804\uc1a1;<\/li>\n\n\n\n<li>\uae08\uc735 \uc0c1\ud488 \ubc0f \uc7ac\ub7c9\uad8c \uad00\ub9ac <a data-wpil-monitor-id=\"451\" href=\"https:\/\/www.investglass.com\/ko\/%ed%8f%ac%ed%8a%b8%ed%8f%b4%eb%a6%ac%ec%98%a4-%ea%b4%80%eb%a6%ac\/\" target=\"_blank\" rel=\"noopener\">\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac<\/a> \uc911\uc559 \uc9d1\uc911\uc2dd \uad00\ub9ac\ub77c\uace0\ub3c4 \ud569\ub2c8\ub2e4;<\/li>\n\n\n\n<li>\ud22c\uc790 \uc870\uc5b8\uc774\ub77c\uace0 \ud558\ub294 \uae08\uc735 \uc0c1\ud488 \uac70\ub798\uc5d0 \ub300\ud55c \uac1c\uc778 \ucd94\ucc9c\uc11c \ubc1c\uae09;<\/li>\n\n\n\n<li>\uae08\uc735 \uc0c1\ud488 \uac70\ub798 \ub610\ub294 \ub86c\ubc14\ub4dc \ub300\ucd9c\uc744 \uc704\ud55c \ub300\ucd9c \uc2b9\uc778.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uae08\uc735\uc0c1\ud488\uc740 \ud558\ub098 \uc774\uc0c1\uc758 \uae30\ucd08 \uc790\uc0b0\uc5d0 \ub300\ud55c \uae08\uc804\uc801 \uc774\uc775\uc744 \ubcf4\uc720\uc790\uc5d0\uac8c \ubd80\uc5ec\ud558\ub294 \uc99d\uad8c \ub610\ub294 \uae30\ud0c0 \uacc4\uc57d\uc0c1\uc758 \uad8c\ub9ac \ub610\ub294 \uc758\ubb34\ub97c \ub9d0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud2b8\ub808\uc774\ub529 \uc8fc\ubb38 \uc804\uc1a1\uc740 \ub2e4\ub978 \uc0ac\ub78c\uc744 \ub300\uc2e0\ud558\uc5ec \uc99d\uad8c\uc744 \ub9e4\uc218 \ub610\ub294 \ub9e4\ub3c4\ud558\ub294 \uac83\uc744 \ub9d0\ud569\ub2c8\ub2e4. \uc5ec\uae30\uc5d0\ub294 \uae08\uc735\uae30\uad00\uc5d0 \ub2e4\ub978 \uc0ac\ub78c\uc744 \ub300\uc2e0\ud558\uc5ec \uc99d\uad8c\uc744 \ub9e4\uc218 \ub610\ub294 \ub9e4\ub3c4\ud558\ub3c4\ub85d \uc8fc\ubb38\ud558\ub294 \uac83\uc774 \ud3ec\ud568\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uac1c\uc778 \uae08\uc735 \ucd94\ucc9c\uc740 \uac1c\uc778 \ud22c\uc790\uc790\uc5d0\uac8c \uc81c\uacf5\ub418\ub294 \ud22c\uc790 \uc870\uc5b8\uc785\ub2c8\ub2e4. \uac1c\uc778 \uae08\uc735 \ucd94\ucc9c\uc740 \uc790\uaca9\uc744 \uac16\ucd94\uace0 \ub4f1\ub85d\ub41c \ud22c\uc790 \uc790\ubb38\uac00\ub9cc \uc81c\uacf5\ud574\uc57c \ud558\uba70, \ubb34\uba74\ud5c8 \uc81c\uacf5\uc790\ub294 \uac1c\uc778 \uae08\uc735 \ucd94\ucc9c\uc744 \uc81c\uacf5\ud560 \uc218 \uc5c6\ub2e4\ub294 \uc810\uc744 \uae30\uc5b5\ud558\uc138\uc694.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub86c\ubc14\ub4dc \ub300\ucd9c\uc740 \uae08\uc735 \uc0c1\ud488 \uac70\ub798\uc5d0 \uc790\uae08\uc744 \uc870\ub2ec\ud558\uae30 \uc704\ud574 \ubd80\uc5ec\ub418\ub294 \ub300\ucd9c\uc785\ub2c8\ub2e4. \uc774\ub7ec\ud55c \ub300\ucd9c\uc740 \uc77c\ubc18\uc801\uc73c\ub85c \uc2e0\uc6a9 \uc0c1\ud0dc\uac00 \uc591\ud638\ud55c \uac1c\uc778\uc774\ub098 \uae30\uc5c5\uc5d0\uac8c \uc81c\uacf5\ub429\ub2c8\ub2e4. \ub86c\ubc14\ub4dc \ub300\ucd9c\uc740 \ub2e8\uae30 \ub300\ucd9c\uc758 \uc77c\uc885\uc73c\ub85c, \uc77c\ubc18\uc801\uc73c\ub85c \ub2e4\ub978 \uc720\ud615\uc758 \ub300\ucd9c\ubcf4\ub2e4 \uc774\uc790\uc728\uc774 \ub192\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/ohs6jmpuunm-1024x576.jpg\" alt=\"\uac08\uc0c9 \ub098\ubb34 \ud45c\uba74\uc5d0 \uc8fc\ud0dd \ub300\ucd9c \ube14\ub85d\" class=\"wp-image-34428\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/ohs6jmpuunm-1024x576.jpg 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/ohs6jmpuunm-300x169.jpg 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/ohs6jmpuunm-768x432.jpg 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/ohs6jmpuunm-1536x864.jpg 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/ohs6jmpuunm.jpg 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-and-financial-instruments-financial-services-are-regulated-with-finsa\">\uadf8\ub9ac\uace0 \uae08\uc735 \uc0c1\ud488, \uae08\uc735 \uc11c\ube44\uc2a4\ub294 FinSA \uc5d0 \uc758\ud574 \uaddc\uc81c\ub429\ub2c8\ub2e4:<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc9c0\ubd84 \uc99d\uad8c(\uc8fc\uc2dd, \ubcf4\uc720\uc790\uc5d0\uac8c \ubc30\ub2f9\uad8c \ubc0f\/\ub610\ub294 \uc758\uacb0\uad8c\uc744 \ubd80\uc5ec\ud558\ub294 \ucc38\uac00\uc99d\uc11c \ub4f1 \uc8fc\uc2dd\uc5d0 \uc900\ud558\ub294 \uc99d\uad8c \ub610\ub294 \uc9c0\ubd84 \uc99d\uad8c\uc73c\ub85c \uc804\ud658 \uac00\ub2a5\ud55c \uc99d\uad8c);<\/li>\n\n\n\n<li>\ucc44\ubb34 \uc0c1\ud488: \uc9c0\ubd84 \uc99d\uad8c\uc73c\ub85c \ubd84\ub958\ub418\uc9c0 \uc54a\ub294 \uc99d\uad8c;<\/li>\n\n\n\n<li>\ub2e8\uc704\uc758 \uc9d1\ud569\ud22c\uc790\uae30\uad6c\uc5d0 \ud22c\uc790\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4;<\/li>\n\n\n\n<li>\uad6c\uc870\ud654\ub41c \uc81c\ud488;<\/li>\n\n\n\n<li>\ud30c\uc0dd\uc0c1\ud488;<\/li>\n\n\n\n<li>\ubbfc\uac04 \ud22c\uc790 \uad6c\uc870;<\/li>\n\n\n\n<li>\uc0c1\ud658 \uac00\uce58 \ub610\ub294 \uc774\uc790\uc728\uc774 \uc704\ud5d8 \ub610\ub294 \uac00\uaca9\uc5d0 \ub530\ub77c \ub2ec\ub77c\uc9c0\ub294 \uc608\uae08(\uc774\uc790\uc728 \uc9c0\uc218\uc5d0 \uc774\uc790\uc728\uc774 \uc5f0\ub3d9\ub418\ub294 \uc608\uae08\uc740 \uc81c\uc678);<\/li>\n\n\n\n<li>\ucc44\uad8c: \uade0\uc77c\ud55c \uc870\uac74\uc774 \uc801\uc6a9\ub418\ub294 \uc804\uccb4 \ub300\ucd9c\uc758 \ub2e8\uc704\uc785\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-the-financial-service-provider-will-inform-their-customers\">\uae08\uc735 \uc11c\ube44\uc2a4 \uc81c\uacf5\uc5c5\uccb4\ub294 \uace0\uac1d\uc5d0\uac8c \uc5b4\ub5bb\uac8c \uc54c\ub9b4\uae4c\uc694?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2a4\uc704\uc2a4 \uae08\uc735 \uc11c\ube44\uc2a4\uc5d0 \uad00\ud55c \uc5f0\ubc29\ubc95\uc5d0 \uaddc\uc815\ub41c \ub300\ubd80\ubd84\uc758 \uc758\ubb34\ub294 \uae30\uad00 \uace0\uac1d \ubd80\ubb38\uc5d0\ub294 \uc801\uc6a9\ub418\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4. \uc804\ubb38\uc801\uc778 \uacbd\ud5d8\uacfc \ub4f1\ub85d \uae30\uad00\uc758 \uaddc\uc81c\ub97c \ubc1b\ub294 \ube44\uc988\ub2c8\uc2a4\uac00 \uc740\ud589\uc744 \ubcf4\ud638\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc18c\ub9e4 \uace0\uac1d\uc758 \uacbd\uc6b0 \uace0\uac1d \ubcf4\ud638\uac00 \ub354 \uc911\uc694\ud569\ub2c8\ub2e4. \ud478\ub974\ub374\uc15c \uac10\ub3c5 \ub0b4\uc6a9\uc740 \uc740\ud589\uc5d0\uc11c \ubc1c\ud589\ud558\ub294 \ubb38\uc11c\uc5d0 \uc815\ub9ac\ub418\uc5b4 \ub9ac\ud14c\uc77c \uace0\uac1d\uc5d0\uac8c \uc804\uc1a1\ub429\ub2c8\ub2e4. \ub610\ud55c \uc790\ubb38, \uc740\ud589\uc6d0, \uc900\ubc95\uac10\uc2dc\uc778\uc740 \ubaa8\ub4e0 \uad00\ub828 \uc815\ubcf4\uac00 \ud3ec\ud568\ub41c \ub300\uc2dc\ubcf4\ub4dc\ub97c \ud1b5\ud574 \uace0\uac1d \ubcf4\ud638 \uae30\uc900\uc5d0 \ubd80\ud569\ud558\uc9c0 \uc54a\ub294 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \uac80\ud1a0\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. InvestGlass\ub294 \uc774\ub7ec\ud55c \ubb38\uc11c\uc640 \uc790\ub3d9 \uacbd\uace0\ub97c \uc0dd\uc131\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"768\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/06\/investglass-riskindicator.jpeg\" alt=\"\" class=\"wp-image-32690\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/06\/investglass-riskindicator.jpeg 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/06\/investglass-riskindicator-300x225.jpeg 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/06\/investglass-riskindicator-768x576.jpeg 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">InvestGlass \uc704\ud5d8 \uac10\uc9c0<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-general-information-and-financial-institutions-acts-should-be-disclosed\">\uc77c\ubc18 \uc815\ubcf4 \ubc0f \uae08\uc735 \uae30\uad00\uc758 \ud589\uc704\ub294 \uacf5\uac1c\ub418\uc5b4\uc57c \ud569\ub2c8\ub2e4.<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc740\ud589\uacfc \ube0c\ub85c\ucee4\ub294 \uc2a4\uc704\uc2a4\uc758 \uac10\ub3c5 \ub0b4\uc6a9\uc744 \uae30\ub85d\ud558\uace0 \ubcf4\uc5ec\uc918\uc57c \ud569\ub2c8\ub2e4. <a href=\"https:\/\/www.investglass.com\/ko\/%ea%b0%80%ec%9e%a5-%ed%9a%a8%ea%b3%bc%ec%a0%81%ec%9d%b8-%ea%b8%88%ec%9c%b5-%ec%84%9c%eb%b9%84%ec%8a%a4-%eb%a7%88%ec%bc%80%ed%8c%85-%ea%b8%b0%eb%b2%95-5%ea%b0%80%ec%a7%80\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"452\">\uae08\uc735 \uc2dc\uc7a5<\/a> \uac10\ub3c5 \uae30\uad00 \u201cFINMA. \uc790\uc138\ud55c \uc815\ubcf4\ub294 \uc2a4\uc704\uc2a4 \ubca0\ub978 \ub77c\uc6b0\ud39c\uc288\ud2b8\ub77c\uc138 27, CH-3003, \uc2a4\uc704\uc2a4 \ub610\ub294 \uc6f9\uc0ac\uc774\ud2b8 www.finma.ch \uc5d0\uc11c \ud655\uc778\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-financial-services-under-the-swiss-financial-services-act-finsa\">\uc2a4\uc704\uc2a4 \uae08\uc735 \uc11c\ube44\uc2a4\ubc95(FinSA)\uc5d0 \ub530\ub978 \uae08\uc735 \uc11c\ube44\uc2a4<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uadf8\ub7f0 \ub2e4\uc74c \uae08\uc735 \uae30\uad00\uc740 \uc18c\ub9e4 \uace0\uac1d, \uac1c\uc778 \uace0\uac1d, \uae30\uad00 \uace0\uac1d, \uc804\ubb38 \uace0\uac1d \ubc0f \uc678\uad6d\uc778 \uace0\uac1d\uc5d0\uac8c \uc81c\uacf5\ub418\ub294 \uc11c\ube44\uc2a4\ub97c \ub300\uc0c1\ubcc4\ub85c \uc81c\uc2dc\ud574\uc57c \ud569\ub2c8\ub2e4. \uc608\ub97c \ub4e4\uc5b4 :<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uc77c\uc784 \uad00\ub9ac \uc704\uc784 - \uace0\uac1d\uc758 \uc790\uc0b0\uc740 \ubaa8\ub378 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ub3c4\uad6c\ub85c \uad00\ub9ac\ub429\ub2c8\ub2e4. \ud22c\uc790 \ubc0f \ub9ac\ubc38\ub7f0\uc2f1 \ud504\ub85c\uadf8\ub7a8\uc774 \ud45c\uc900\ud654\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uc804\uccb4 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc5d0 \ub300\ud55c \uc790\ubb38 \ud22c\uc790 \uc704\uc784\uc740 \uae08\uc735\uae30\uad00\uc774 \uace0\uac1d\uc744 \uc704\ud574 \ubaa8\ub4e0 \ud22c\uc790 \uacb0\uc815\uc744 \ub0b4\ub9ac\ub294 \ub370 \ub3d9\uc758\ud558\ub294 \uac83\uc785\ub2c8\ub2e4. \uc5ec\uae30\uc5d0\ub294 \ub9e4\uc218 \ub610\ub294 \ub9e4\ub3c4\ud560 \uc99d\uad8c\uacfc \uc774\ub7ec\ud55c \uacb0\uc815\uc744 \ub0b4\ub9b4 \uc2dc\uae30\ub97c \uacb0\uc815\ud558\ub294 \uac83\uc774 \ud3ec\ud568\ub429\ub2c8\ub2e4. \uc790\ubb38 \uac70\ub798 \uc704\uc784\uc740 \uae08\uc735\uae30\uad00\uc774 \uace0\uac1d\uc744 \uc704\ud574 \ud2b9\uc815 \uae08\uc735 \uc0c1\ud488 \uac70\ub798\uc5d0 \ub300\ud55c \ucd94\ucc9c\uc744 \ud558\uae30\ub85c \ub3d9\uc758\ud558\ub294 \uacbd\uc6b0\uc785\ub2c8\ub2e4. \uc5ec\uae30\uc11c \uc790\ubb38 \ubd80\uc11c\ub294 \uc801\ud569\uc131 \ubc0f \uc801\uc808\ud55c \ube44\ud638\ud658\uc131\uc744 \uac10\uc9c0\ud558\uae30 \uc704\ud574 FINSA \ubd84\ub958\uac00 \uc788\ub294 CRM \ud544\ub4dc\uc5d0\uc11c \uc9c1\uc811 \uc815\ubcf4\ub97c \uc218\uc9d1\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uace0\uac1d\uc774 \uc774\ub97c \uc218\ub77d\ud558\uba74 \uc5b4\ub4dc\ubc14\uc774\uc800\ub294 \uc624\ubc84\ub77c\ub4dc\ub77c\uace0 \ud558\ub294 \uc608\uc678\ub97c \uc801\uc6a9\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc7ac\uc815\uc758\ub294 \uc5f0\ub77d\ucc98 \ubcf4\uace0\uc11c\uc5d0 \uc218\uc9d1 \ubc0f \uae30\ub85d\ub429\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\uc99d\uad8c \uc8fc\ubb38 \uc811\uc218 \ubc0f \uc804\uc1a1\uacfc \uac19\uc774 \uac1c\uc778 \uae08\uc735 \ucd94\ucc9c \uc774\uc678\uc758 \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\ub294 \uae08\uc735\uae30\uad00\uc740 \uace0\uac1d\uc5d0\uac8c \uc774 \uc815\ubcf4\ub97c \uacf5\uac1c\ud574\uc57c \ud569\ub2c8\ub2e4. \uc774 \ube0c\ub85c\uc154\ub294 \uae08\uc735 \uc11c\ube44\uc2a4\ubc95(FinSA)\uc758 \uac1c\uc694\uc640 \uc740\ud589\uc774 \uc0c8\ub85c\uc6b4 \uaddc\uc815\uc744 \uc5b4\ub5bb\uac8c \uc900\uc218\ud560 \uac83\uc778\uc9c0\uc5d0 \ub300\ud574 \uc124\uba85\ud569\ub2c8\ub2e4.<\/li>\n\n\n\n<li>\ub86c\ubc14\ub4dc \ub300\ucd9c\uc740 \ub2e8\uae30 \ub300\ucd9c\uc758 \uc77c\uc885\uc73c\ub85c, \uc77c\ubc18\uc801\uc73c\ub85c \ub2e4\ub978 \uc720\ud615\uc758 \ub300\ucd9c\ubcf4\ub2e4 \uc774\uc790\uc728\uc774 \ub192\uc2b5\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"421\" height=\"207\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/appro_12ud7hs.png\" alt=\"\" class=\"wp-image-34431\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/appro_12ud7hs.png 421w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/appro_12ud7hs-300x148.png 300w\" sizes=\"(max-width: 421px) 100vw, 421px\" \/><figcaption class=\"wp-element-caption\">InvestGlass \uc801\uc815\uc131 \uac10\uc9c0<\/figcaption><\/figure>\n<\/div>\n\n\n<h2 class=\"wp-block-heading\" id=\"h-who-is-the-mediation-body-of-the-financial-services-act\">\uae08\uc735 \uc11c\ube44\uc2a4\ubc95\uc758 \uc911\uc7ac \uae30\uad00\uc740 \ub204\uad6c\uc778\uac00\uc694?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\ud22c\uc790\uc790\ub294 \uc2a4\uc704\uc2a4 \uc740\ud589 \uc634\ubd80\uc988\ub9e8\uc5d0 \uc790\uc720\ub86d\uac8c \ubb38\uc758\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc740\ud589\uc774 \uc18c\uc18d\ub41c \uc911\uc7ac \uae30\uad00\uc740 \uc634\ubd80\uc988\ub9cc \uc0ac\ubb34\uc18c\uc778 Bahnhofplatz 9, P.O. Box, CH-8021 \ucde8\ub9ac\ud788\uc5d0 \uc704\uce58\ud574 \uc788\uc2b5\ub2c8\ub2e4. \uc911\uc7ac \uc808\ucc28 \ubc0f \ubaa8\ub4e0 \uad00\ub828 \uc815\ubcf4\ub294 \ub2e4\uc74c \uc6f9\uc0ac\uc774\ud2b8(www.bankingombudsman.ch)\uc5d0\uc11c \ud655\uc778\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \uc774 \uae30\uad00\uc5d0\uc11c \uc911\uc7ac \uc808\ucc28\ub97c \ub2f4\ub2f9\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-which-client-segmentation-is-defined\">\uc5b4\ub5a4 \ud074\ub77c\uc774\uc5b8\ud2b8 \uc138\ubd84\ud654\uac00 \uc815\uc758\ub418\uc5b4 \uc788\ub098\uc694?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc2a4\uc704\uc2a4 \uae08\uc735 \uc11c\ube44\uc2a4 \uc5f0\ubc29\ubc95\uc5d0 \ub530\ub77c \uae08\uc735 \uc11c\ube44\uc2a4 \uc81c\uacf5\uc790\uc778 \uc740\ud589\uacfc \ube0c\ub85c\ucee4\ub294 \uac01 \uace0\uac1d\uc744 \ub2e4\uc74c \uc138 \uac00\uc9c0 \uc138\uadf8\uba3c\ud2b8 \uc911 \ud558\ub098\uc5d0 \ubc30\uc815\ud574\uc57c \ud569\ub2c8\ub2e4:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uac1c\uc778\uc740 \uc77c\ubc18\uc801\uc73c\ub85c \uc18c\ub9e4 \uace0\uac1d\uc774\ub77c\uace0 \ud569\ub2c8\ub2e4,<\/li>\n\n\n\n<li>\uc804\ubb38 \uace0\uac1d \ub610\ub294 \uae30\uad00 \ud22c\uc790\uc790<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \ubd84\ub958\ub294 \ub2e4\uc74c \uc6d0\uce59\uc5d0 \ub530\ub77c \uc774\ub8e8\uc5b4\uc9d1\ub2c8\ub2e4:&nbsp;<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\uac1c\uc778 \uace0\uac1d\uc740 \uc804\ubb38 \ud22c\uc790\uc790\ub098 \uae30\uad00 \ud22c\uc790\uc790\uac00 \uc544\ub2cc \uace0\uac1d\uc744 \ub9d0\ud569\ub2c8\ub2e4;<\/li>\n\n\n\n<li>\ud504\ub85c\ud398\uc154\ub110 \uace0\uac1d\uc740 \uc804\ubb38\uc801\uc778 \uc790\uae08 \uc6b4\uc6a9\uc744 \ud558\ub294 \uae30\uc5c5, \uc9c1\uc5c5 \uc5f0\uae08 \uae30\uad00, \uacf5\uacf5 \ubc95\ub960 \uae30\uad00 \ub4f1\uc758 \uace0\uac1d\uc73c\ub85c \uae08\uc735 \ubd84\uc57c\uc5d0 \ub300\ud55c \ub192\uc740 \uc218\uc900\uc758 \uc9c0\uc2dd\uacfc \uacbd\ud5d8\uc744 \ubcf4\uc720\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4;<\/li>\n\n\n\n<li>\uae30\uad00 \uace0\uac1d\uc740 \uc2a4\uc704\uc2a4 \ub610\ub294 \ud574\uc678\uc5d0\uc11c \uac74\uc804\uc131 \uac10\ub3c5\uc744 \ubc1b\ub294 \uc740\ud589, \uc9d1\ud569\ud22c\uc790\uae30\uad6c, \ubcf4\ud5d8\ud68c\uc0ac \ubc0f \uae30\ud0c0 \uae08\uc735 \uc911\uac1c\uae30\uad00\uacfc \uac19\uc740 \uace0\uac1d\uc73c\ub85c, \uc9c0\uc704, \uad6c\uc870 \ubc0f \uc7ac\uc815 \uc790\uc6d0\uc73c\ub85c \uc778\ud574 \uae08\uc735 \ubd84\uc57c\uc5d0\uc11c \ub192\uc740 \uc218\uc900\uc758 \uc815\uad50\ud568\uc744 \uac16\ucd98 \uac83\uc73c\ub85c \uac04\uc8fc\ub429\ub2c8\ub2e4.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\uc774 \uc815\uc758\ub294 \uc740\ud589\ub9c8\ub2e4 \uc870\uae08\uc529 \ub2e4\ub97c \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ud504\ub85c\ud398\uc154\ub110 \uace0\uac1d\uc740 \uc9c0\uc2dd\uacfc \uacbd\ud5d8 \uc218\uc900, \uc7ac\uc815\uc801 \uc190\uc2e4\uc744 \uac10\ub2f9\ud560 \uc218 \uc788\ub294 \ub2a5\ub825\uc5d0 \ub530\ub77c \uc18c\ub9e4 \uace0\uac1d\ubcf4\ub2e4 \ud22c\uc790\uc790 \ubcf4\ud638 \uc218\uc900\uc774 \ub0ae\uc740 \uc815\uad50\ud55c \ud22c\uc790\uc790\ub85c \uac04\uc8fc\ub429\ub2c8\ub2e4.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uac1c\uc778 \uace0\uac1d\uc740 \uae08\uc735 \uc11c\ube44\uc2a4\ubc95(FinSA)\uc5d0 \ub530\ub77c \uac00\uc7a5 \ub192\uc740 \uc218\uc900\uc758 \ubcf4\ud638\ub97c \ubc1b\uc2b5\ub2c8\ub2e4. \uac1c\uc778 \uace0\uac1d\uc740 \uc804\ubb38 \ud22c\uc790\uc790\ub098 \uae30\uad00 \ud22c\uc790\uc790\uac00 \uc544\ub2cc \uace0\uac1d\uc73c\ub85c \uc815\uc758\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ubcf4\ud638 \uc218\uc900\uc774 \ub0ae\uc544\uc9c0\uace0 \uc804\ubb38 \uace0\uac1d \ub610\ub294 \uae30\uad00 \uace0\uac1d\uc73c\ub85c \ubd84\ub958\uac00 \ubcc0\uacbd\ub428\uc5d0 \ub530\ub77c \uace0\uac1d \ubcf4\ud638\uc5d0 \ubcc0\ud654\uac00 \uc0dd\uacbc\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uac1c\uc778 \ub610\ub294 \uc804\ubb38\uac00\ub85c \ubd84\ub958\ub41c \uace0\uac1d\uc774 \ub354 \ub0ae\uc740 \uc218\uc900\uc758 \ubcf4\ud638\ub97c \uc81c\uacf5\ud558\ub294 \uc138\uadf8\uba3c\ud2b8\ub85c \ubd84\ub958\ub418\uae30\ub97c \uc6d0\ud558\uace0 \uc774\uc640 \uad00\ub828\ud558\uc5ec \uaddc\uc815\ub41c \uc870\uac74\uc744 \ucda9\uc871\ud558\ub294 \uacbd\uc6b0, \uc740\ud589\uc6d0 \ub610\ub294 \uc601\uc5c5\uc810\uc5d0 \uc54c\ub824\uc57c \ud569\ub2c8\ub2e4. \uc740\ud589\uc6d0\uc740 \ubd84\ub958 \uac70\ubd80 \uc591\uc2dd\uc744 \uc81c\uacf5\ud560 \uac83\uc785\ub2c8\ub2e4. \uc774\ub294 \uc801\ud569\uc131 \ubc0f \uc801\uc808\uc131\uc5d0 \uc601\ud5a5\uc744 \ubbf8\uce69\ub2c8\ub2e4. <a href=\"https:\/\/www.investglass.com\/ko\/%ed%8f%ac%ed%8a%b8%ed%8f%b4%eb%a6%ac%ec%98%a4-%ec%8a%a4%ed%8a%b8%eb%a0%88%ec%8a%a4-%ed%85%8c%ec%8a%a4%ed%8a%b8\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"453\">\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac\uc5d0\uc11c \ud14c\uc2a4\ud2b8<\/a> \ub3c4\uad6c\uc640 CRM \uc0c1\ud638 \uc791\uc6a9\ub3c4 \ub2ec\ub77c\uc9d1\ub2c8\ub2e4.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"768\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/06\/investglass-crm.jpeg\" alt=\"\" class=\"wp-image-32677\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/06\/investglass-crm.jpeg 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/06\/investglass-crm-300x225.jpeg 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/06\/investglass-crm-768x576.jpeg 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">InvestGlass CRM<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-verification-of-suitability-and-appropriateness-is-the-core-added-value-of-the-investglass-swiss-cloud-solution\">\uc801\ud569\uc131 \ubc0f \uc801\uc808\uc131 \uac80\uc99d\uc740 InvestGlass \uc2a4\uc704\uc2a4 \ud074\ub77c\uc6b0\ub4dc \uc194\ub8e8\uc158\uc758 \ud575\uc2ec \ubd80\uac00\uac00\uce58\uc785\ub2c8\ub2e4.<\/h2>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-\"><\/h2>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-discretionary-asset-management-mandates\">\ud22c\uc790\uc77c\uc784 \uc790\uc0b0 \uad00\ub9ac \uc758\ubb34<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d\uc774 \uc740\ud589\uc5d0 \uc77c\uc784 \uc790\uc0b0 \uad00\ub9ac \uad8c\ud55c\uc744 \ubd80\uc5ec\ud558\ub294 \uacbd\uc6b0, \uc740\ud589\uc740 \ub2e4\uc74c \uc0ac\ud56d\uc744 \uc900\uc218\ud574\uc57c \ud569\ub2c8\ub2e4. <em>\ud22c\uc790 \uc804\ub7b5<\/em> \uace0\uac1d\uc758 \uc704\ud5d8 \ud504\ub85c\ud544\uc744 \uace0\ub824\ud558\uc5ec \uace0\uac1d\uc774 \uc120\ud0dd\ud55c \uc0c1\ud488\uc774 \uc801\ud569\ud55c\uc9c0 \ud655\uc778\ud569\ub2c8\ub2e4. \uc704\ud5d8 \ud504\ub85c\ud544\uc740 \uad00\uacc4\uc758 \ud575\uc2ec \uc694\uc18c\uc774\uba70 \uace0\uac1d\uc774 \uac1c\uc778 \uc0c1\ud669, \ud22c\uc790 \ubaa9\ud45c \ubc0f \uc704\ud5d8 \uc131\ud5a5\uc5d0 \ub300\ud574 \uc804\ub2ec\ud55c \uc815\ubcf4\ub97c \uae30\ubc18\uc73c\ub85c \ud569\ub2c8\ub2e4. \uc774\ub97c \ud1b5\ud574 \uc740\ud589\uc740 \uace0\uac1d\uc758 \ub2c8\uc988\ub97c \ud30c\uc545\ud558\uace0 \uc774\ub7ec\ud55c \ub2c8\uc988\ub97c \uac00\uc7a5 \uc798 \ucda9\uc871\ud558\ub294 \ud22c\uc790 \uc804\ub7b5\uc744 \ucd94\ucc9c\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4. \ub530\ub77c\uc11c \uace0\uac1d\uc5d0\uac8c \uc644\uc804\ud558\uace0 \uc815\ud655\ud55c \uc815\ubcf4\ub97c \uc804\ub2ec\ud558\ub294 \uac83\uc774 \uc911\uc694\ud569\ub2c8\ub2e4. \uc740\ud589\uc740 \uace0\uac1d\uacfc \ud568\uaed8 \uc704\ud5d8 \ud504\ub85c\ud544\uc744 \uc815\uae30\uc801\uc73c\ub85c \uac80\ud1a0\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc801\ud569\uc131 \uc694\uc18c\ub294 CRM \ub0b4\ubd80\uc758 \ubaa8\ub4e0 \uacb0\uacfc\ub97c \uae30\ub85d\ud558\ub294 InvetGlass Digital \uc628\ubcf4\ub529 \uc591\uc2dd\uc5d0\uc11c \uba3c\uc800 \uae30\ub85d\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"799\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/edit-custom_ztqvqh-1-1024x799.png\" alt=\"\" class=\"wp-image-34432\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/edit-custom_ztqvqh-1-1024x799.png 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/edit-custom_ztqvqh-1-300x234.png 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/edit-custom_ztqvqh-1-768x599.png 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/edit-custom_ztqvqh-1.png 1118w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">FINSA \uc790\ub3d9\ud654\ub97c \uc704\ud574 \uad6c\ucd95\ub41c InvestGlass CRM<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-advisory-mandates-for-an-entire-portfolio\">\uc804\uccb4 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc5d0 \ub300\ud55c \uc790\ubb38 \uc758\ubb34\ud654<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc804\uccb4 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc5d0 \ub300\ud55c \uc790\ubb38 \uc704\uc784\uc758 \uacbd\uc6b0, \uc740\ud589\uc740 \ud22c\uc790\uc77c\uc784 \uc790\uc0b0\uad00\ub9ac \uc704\uc784\uacfc \ub3d9\uc77c\ud55c \ubc29\uc2dd\uc73c\ub85c \ud22c\uc790 \uc804\ub7b5\uc774 \uc801\ud569\ud55c\uc9c0 \ud655\uc778\ud569\ub2c8\ub2e4.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc740\ud589\uc774 \uc81c\uacf5\ud558\ub294 \uae08\uc735\uc0c1\ud488\uacfc \uad00\ub828\ub41c \ubaa8\ub4e0 \ud22c\uc790 \uc790\ubb38\uacfc \uad00\ub828\ud558\uc5ec, \uc740\ud589\uc740 \uba3c\uc800 \ud574\ub2f9 \uae08\uc735\uc0c1\ud488\uc774 \ud569\uc758\ub41c \ud22c\uc790 \uc804\ub7b5\uc5d0 \uc801\ud569\ud55c\uc9c0, \ub458\uc9f8 \uace0\uac1d\uc774 \ud574\ub2f9 \uc0c1\ud488\uacfc \uad00\ub828\ub41c \uc704\ud5d8\uc744 \uc774\ud574\ud560 \uc218 \uc788\ub294 \ucda9\ubd84\ud55c \uc9c0\uc2dd\uc744 \uac00\uc9c0\uace0 \uc788\ub294\uc9c0 \ud655\uc778\ud569\ub2c8\ub2e4(\uc801\uc815\uc131 \uac80\uc99d). \ud544\uc694\ud55c \uacbd\uc6b0, \uc740\ud589\uc740 \uae08\uc735\uc0c1\ud488\uc774 \uace0\uac1d\uc758 \ud2b9\uc815 \uc0ac\ub840\uc5d0 \uc801\ud569\ud558\uc9c0 \uc54a\uac70\ub098 \uc801\uc808\ud558\uc9c0 \uc54a\uc740 \uacbd\uc6b0 \uace0\uac1d\uc5d0\uac8c \uacbd\uace0\ud569\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc694\uc18c\ub294 \ub2e4\uc74c\uacfc \uac19\uc774 \ubb38\uc11c\ud654\ub429\ub2c8\ub2e4. <a href=\"https:\/\/www.investglass.com\/ko\/%eb%82%98%eb%a7%8c%ec%9d%98-%ed%94%84%eb%9d%bc%ec%9d%b4%eb%b9%97-%eb%b1%85%ed%81%ac%eb%a5%bc-%ec%8b%9c%ec%9e%91%ed%95%98%eb%8a%94-%eb%b0%a9%eb%b2%95\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"454\">\uac1c\uc778\uc6a9 \uc740\ud589<\/a> \ud074\ub77c\uc774\uc5b8\ud2b8.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"768\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/06\/investglass-healthcheck-portfolio.jpeg\" alt=\"\" class=\"wp-image-32682\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/06\/investglass-healthcheck-portfolio.jpeg 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/06\/investglass-healthcheck-portfolio-300x225.jpeg 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/06\/investglass-healthcheck-portfolio-768x576.jpeg 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">\uc778\ubca0\uc2a4\ud2b8\uae00\ub798\uc2a4 \uc0c1\ud0dc \ud655\uc778<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-advisory-transaction-mandates\">\uc790\ubb38 \uac70\ub798 \uc758\ubb34<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc740\ud589\uc774 \uc81c\uacf5\ud558\ub294 \uae08\uc735\uc0c1\ud488 \uac70\ub798\uc5d0 \ub300\ud574 \uace0\uac1d\uc774 \uc694\uccad\ud55c \uc790\ubb38\uacfc \uad00\ub828\ud558\uc5ec \uc740\ud589\uc740 \uace0\uac1d\uc774 \ud574\ub2f9 \uae08\uc735\uc0c1\ud488\uacfc \uad00\ub828\ub41c \uc704\ud5d8\uc744 \uc774\ud574\ud560 \uc218 \uc788\ub294\uc9c0 \uc5ec\ubd80\ub97c \ud655\uc778\ud569\ub2c8\ub2e4. \ud544\uc694\ud55c \uacbd\uc6b0, \uc740\ud589\uc740 \ud574\ub2f9 \uae08\uc735\uc0c1\ud488\uc774 \uace0\uac1d\uc758 \ud2b9\uc815 \uc0ac\ub840\uc5d0 \uc801\ud569\ud558\uc9c0 \uc54a\uc740 \uacbd\uc6b0 \uace0\uac1d\uc5d0\uac8c \uacbd\uace0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uadf8\ub7ec\ub098 \uc790\ubb38 \uac70\ub798 \uc704\uc784\uc758 \uacbd\uc6b0 \uc740\ud589\uc740 \uace0\uac1d\uc758 \uc704\ud5d8 \ud504\ub85c\ud544\uc774\ub098 \uace0\uac1d\uc758 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\ub97c \uc54c\uc9c0 \ubabb\ud558\uae30 \ub54c\ubb38\uc5d0 \uac70\ub798\uac00 \uc801\ud569\ud55c\uc9c0 \uc5ec\ubd80\ub97c \ud655\uc778\ud558\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-transaction-execution-without-advice\">\uac70\ub798 \uc2e4\ud589(\uc870\uc5b8 \uc5c6\uc774)<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc77c\uc784 \uc790\uc0b0 \uad00\ub9ac \uc704\uc784 \ub610\ub294 \uc790\ubb38 \uc704\uc784\uc774 \uc5c6\ub294 \uacbd\uc6b0, \uc740\ud589\uc740 \uac1c\uc778 \uace0\uac1d \ub610\ub294 \uc804\ubb38 \uace0\uac1d \ubd84\ub958\uc5d0 \uad00\uacc4\uc5c6\uc774 \uace0\uac1d\uc774 \uc804\ub2ec\ud55c \uae08\uc735 \uc0c1\ud488\uc5d0 \ub300\ud55c \uc8fc\ubb38\uc744 \uc2e4\ud589\ud560 \ub54c \uc801\ud569\uc131 \ub610\ub294 \uc801\uc808\uc131 \ud655\uc778\uc744 \uc218\ud589\ud558\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4). \uc870\uc5b8 \uc5c6\uc774 \uac70\ub798\ub97c \uc2e4\ud589\ud558\ub294 \uacbd\uc6b0, \uc740\ud589\uc740 \uace0\uac1d\uc774 \uac1c\uc778, \uc804\ubb38 \ub610\ub294 \uae30\uad00\uc778\uc9c0 \uc5ec\ubd80\uc5d0 \uad00\uacc4\uc5c6\uc774 \uc740\ud589\uc774 \uc801\ud569\uc131 \ub610\ub294 \uc801\uc808\uc131 \ud655\uc778\uc744 \uc218\ud589\ud558\uc9c0 \uc54a\ub294\ub2e4\ub294 \uc0ac\uc2e4\uc5d0 \ub300\ud574 \uace0\uac1d\uc758 \uc8fc\uc758\ub97c \uba85\uc2dc\uc801\uc73c\ub85c \ud658\uae30\uc2dc\ud0b5\ub2c8\ub2e4. \uc740\ud589\uc740 \uacc4\uc57d \uad00\uacc4\uc758 \uc774\ud6c4 \ub2e8\uacc4\uc5d0\uc11c \uc774 \uacbd\uace0\ub97c \ubc18\ubcf5\ud558\uc9c0 \uc54a\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-clients-acting-through-an-external-asset-manager-gerant-independant-ifa\">\uc678\ubd80 \uc790\uc0b0 \uad00\ub9ac\uc790\ub97c \ud1b5\ud574 \ud65c\ub3d9\ud558\ub294 \uace0\uac1d(\ub3c5\ub9bd \uc790\uc0b0 \uc6b4\uc6a9\uc0ac, IFA)<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d\uc774 \uc740\ud589\uc5d0 \uc704\ud0c1\ud55c \uc790\uc0b0\uc744 \uad00\ub9ac\ud560 \uc678\ubd80 \uc790\uc0b0\uc6b4\uc6a9\uc0ac\ub97c \uc9c0\uc815\ud55c \uacbd\uc6b0, \uc740\ud589\uc740 \uc218\ud0c1\uc740\ud589\uc73c\ub85c\uc11c \uc5ed\ud560\uc744 \uc218\ud589\ud558\uba70 \uace0\uac1d\uc774 \uc678\ubd80 \uc6b4\uc6a9\uc0ac\uc5d0 \ubd80\uc5ec\ud55c \uc704\uc784\uc7a5\uc5d0 \ub530\ub77c \ud544\uc694\uc5d0 \ub530\ub77c \uace0\uac1d \ub610\ub294 \uc678\ubd80 \uc6b4\uc6a9\uc0ac\uac00 \uc804\ub2ec\ud55c \ud22c\uc790 \uc8fc\ubb38\uc744 \uc2e4\ud589\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"683\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/dowrnum2di0-1024x683.jpg\" alt=\"\ub9e5\ubd81\uc744 \uc0ac\uc6a9\ud558\ub294 \uac80\uc740\uc0c9 \uc154\uce20\uc758 \uc5ec\uc131\" class=\"wp-image-34429\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/dowrnum2di0-1024x683.jpg 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/dowrnum2di0-300x200.jpg 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/dowrnum2di0-768x512.jpg 768w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/dowrnum2di0-1536x1024.jpg 1536w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/08\/dowrnum2di0.jpg 1600w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">InvestGlass\ub97c \uc0ac\uc6a9\ud558\uba74 \uace0\uac1d\uacfc \uc27d\uace0 \uc6d0\ud65c\ud558\uac8c \uc18c\ud1b5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-appropriateness-in-the-event-of-a-lombard-loan-application\">Lombard \ub300\ucd9c \uc2e0\uccad\uc758 \uacbd\uc6b0\uc758 \uc801\uc808\uc131<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc740\ud589\uc740 \ub86c\ubc14\ub4dc \ub300\ucd9c \uc0ac\uc6a9\uc758 \ud2b9\uc815 \uc704\ud5d8\uc5d0 \ub300\ud55c \uc815\ubcf4\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4. \uc804\ubb38 \uace0\uac1d \ub610\ub294 \uac1c\uc778 \uace0\uac1d\uc5d0\uac8c \uc784\uc758 \uc790\uc0b0 \uad00\ub9ac \uc704\uc784 \ub610\ub294 \uc790\ubb38 \uc704\uc784\uc774 \uc788\ub294 \uacbd\uc6b0, \uc740\ud589\uc740 \uace0\uac1d\uc774 \uc6d0\ud558\ub294 \ub300\ucd9c \uae08\uc561\uc774 \uc801\ud569\ud55c\uc9c0 \uc5ec\ubd80\uc5d0 \ub300\ud55c \uc870\uc5b8\ub3c4 \uc81c\uacf5\ud569\ub2c8\ub2e4. \ub300\ucd9c \uae08\uc561\uc73c\ub85c \uc778\ud574 \uc704\ud5d8 \ud504\ub85c\ud544\uc774 \ub354 \uc774\uc0c1 \ucc98\uc74c\uc5d0 \ub3d9\uc758\ud55c \uac83\uacfc \uc77c\uce58\ud558\uc9c0 \uc54a\ub294 \uacbd\uc6b0, \uc740\ud589\uc740 \uace0\uac1d\uc5d0\uac8c \uc54c\ub9ac\uace0 \ub300\uccb4 \uc194\ub8e8\uc158\uc744 \uac80\ud1a0\ud558\uae30 \uc704\ud574 \uace0\uac1d\uacfc \ud568\uaed8 \uc0c1\ud669\uc744 \uac80\ud1a0\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-financial-relationships-with-third-parties-and-management-companies\">\uc81c3\uc790 \ubc0f \uad00\ub9ac \ud68c\uc0ac\uc640\uc758 \uc7ac\uc815\uc801 \uad00\uacc4<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc790\ubb38 \uac70\ub798 \uc704\uc784 \ub610\ub294 \uc790\ubb38 \uc5c6\uc774 \uac70\ub798 \uc2e4\ud589 \uc11c\ube44\uc2a4\ub97c \uc81c\uacf5\ud558\ub294 \uacbd\uc6b0, \uc740\ud589\uc740 \uc9d1\ud569\ud22c\uc790\uae30\uad6c \uc778\uc218\uc640 \uad00\ub828\ud558\uc5ec \uc81c3\uc790\ub85c\ubd80\ud130 \ubcf4\uc218\ub97c \uc9c0\uae09\ubc1b\uac8c \ub429\ub2c8\ub2e4. \uc740\ud589\uc740 \uc774\ub7ec\ud55c \uae08\uc561\uc744 \ubcf4\uad00\ud558\uace0 \uace0\uac1d\uc5d0\uac8c \uc218\ub839\ud55c \ubcf4\uc218\uc758 \uc720\ud615\uacfc \uae08\uc561\uc744 \uc54c\ub824\uc90d\ub2c8\ub2e4. \ub530\ub77c\uc11c \ub300\ub7c9\uc758 \uc815\ubcf4 \uc804\uc1a1\uc744 \uc6a9\uc774\ud558\uac8c \ud558\uae30 \uc704\ud574 \uace0\uac1d \ud3ec\ud138\uc774 \ud544\uc694\ud569\ub2c8\ub2e4. \uc608\ub97c \ub4e4\uc5b4 \uad6c\uc870\ud654 \uc0c1\ud488 \uc815\ubcf4\ub97c \uae30\ub85d\ud558\ub294 \ub370 InvestGlass\ub97c \uc0ac\uc6a9\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uace0\uac1d\uc774 \uc7ac\ub7c9\uad8c\uc744 \ubd80\uc5ec\ud55c \uacbd\uc6b0 <a href=\"https:\/\/www.investglass.com\/ko\/esg%eb%a5%bc-%ec%9c%84%ed%95%9c-%ed%8f%ac%ed%8a%b8%ed%8f%b4%eb%a6%ac%ec%98%a4-%ea%b4%80%eb%a6%ac\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"455\">\uc804\uccb4 \ud3ec\ud2b8\ud3f4\ub9ac\uc624\uc5d0 \ub300\ud55c \uc790\uc0b0 \uad00\ub9ac \uc704\uc784 \ub610\ub294 \uc790\ubb38 \uc704\uc784<\/a>, \ub85c \uc124\uc815\ub41c \uacbd\uc6b0 \uc740\ud589\uc740 \ud574\ub2f9 \uc9c0\uae09\uae08\uc744 \ubc1b\uc9c0 \uc54a\uac70\ub098 \uace0\uac1d\uc5d0\uac8c \uc804\uc561 \uc7ac\uc608\uce58\ud569\ub2c8\ub2e4. \uc7ac\uc608\uce58\ub41c \uae08\uc561\uc740 \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \ubcf4\uae30\uc758 \uc5f0\uac04 \uacc4\uc88c \uba85\uc138\uc11c\uc5d0 \ud45c\uc2dc\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ud3ec\ud2b8\ud3f4\ub9ac\uc624 \ubcf4\uae30\ub294 \uc804\ubb38 \uace0\uac1d \ub610\ub294 \uc18c\ub9e4 \uace0\uac1d\uc758 \uc694\uad6c\uc5d0 \ub9de\uac8c \uc0ac\uc6a9\uc790 \uc9c0\uc815\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-best-execution-of-client-orders\">\ucd5c\uc0c1\uc758 \uace0\uac1d \uc8fc\ubb38 \uccb4\uacb0<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc740\ud589\uc740 \uac00\uaca9, \ube44\uc6a9, \uc18d\ub3c4, \uccb4\uacb0 \ubc0f \uacb0\uc81c \uac00\ub2a5\uc131, \uc8fc\ubb38\uc758 \ud06c\uae30, \uc131\uaca9 \ub610\ub294 \uc8fc\ubb38 \uccb4\uacb0\uacfc \uad00\ub828\ub41c \uae30\ud0c0 \uace0\ub824 \uc0ac\ud56d(\uccb4\uacb0 \uc694\uc18c\ub77c\uace0 \ud568)\uc744 \ud3ec\ud568\ud558\uc5ec \uace0\uac1d \uc8fc\ubb38\uc744 \uccb4\uacb0\ud560 \ub54c \ucd5c\uc0c1\uc758 \uacb0\uacfc\ub97c \uc5bb\uae30 \uc704\ud574 \ud544\uc694\ud55c \ubaa8\ub4e0 \uc870\uce58\ub97c \ucde8\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uc778\ubca0\uc2a4\ud2b8\uae00\ub798\uc2a4\ub294 \ud0c0\uc0ac \uc8fc\ubb38 \uad00\ub9ac \uc2dc\uc2a4\ud15c \ub3c4\uad6c\uc640 \uc5f0\uacb0\ub429\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc870\uce58\ub294 \uc8fc\ubb38\uc774 \uc740\ud589\uc5d0 \uc758\ud574 \uccb4\uacb0\ub418\uc5c8\ub294\uc9c0 \ub610\ub294 \uccb4\uacb0\uc744 \uc704\ud574 \uc81c3\uc790\uc5d0\uac8c \uc804\ub2ec\ub418\uc5c8\ub294\uc9c0 \uc5ec\ubd80\uc5d0 \uad00\uacc4\uc5c6\uc774 \uc801\uc6a9\ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc77c\ubc18\uc801\uc73c\ub85c \ucd5c\uc0c1\uc758 \uacb0\uacfc\ub97c \ubcf4\uc7a5\ud558\uae30 \uc704\ud574 \uac00\uaca9\uacfc \ube44\uc6a9\uc5d0 \ud2b9\ud788 \uc8fc\uc758\ub97c \uae30\uc6b8\uc785\ub2c8\ub2e4. \uadf8\ub7ec\ub098 \ud2b9\uc815 \uc8fc\ubb38, \uae08\uc735\uc0c1\ud488, \uc2dc\uc7a5 \ub610\ub294 \uc2dc\uc7a5 \uc0c1\ud669\uc5d0 \ub530\ub77c \ub2e4\ub978 \uccb4\uacb0 \uc694\uc18c\uac00 \ub611\uac19\uc774 \uc911\uc694\ud558\uac70\ub098 \uac00\uaca9\ubcf4\ub2e4 \uc6b0\uc120\ud558\uc5ec \ucd5c\uc0c1\uc758 \uccb4\uacb0\uc744 \ubcf4\uc7a5\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-basic-factsheet-and-collective-investment-schemes-act-nbsp-cisa\">\uae30\ubcf8 \ud329\ud2b8 \uc2dc\ud2b8 \ubc0f \uc9d1\ud569\ud22c\uc790\uae30\uad6c\ubc95 CISA<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uae30\ubcf8 \uc815\ubcf4 \uc124\uba85\uc11c, \uc8fc\uc694 \uc815\ubcf4 \ubb38\uc11c(\ub610\ub294 \uc720\ub7fd \ubc95\ub960 \ubc0f \uaddc\uc815\uc5d0 \ub530\ub77c \ubc1c\ud589\ub418\ub294 \uc774\uc5d0 \uc900\ud558\ub294 \ubb38\uc11c)\uc5d0\ub294 \ub2e4\uc74c\uc744 \ud3ec\ud568\ud55c \ud2b9\uc815 \uae08\uc735\uc0c1\ud488\uc758 \uc8fc\uc694 \uc694\uc18c\uc5d0 \ub300\ud55c \uc815\ubcf4\uac00 \ud3ec\ud568\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4:<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">- \uae30\uae30\uc758 \uc774\ub984\uc785\ub2c8\ub2e4;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">- \ud22c\uc790 \uc720\ud615;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">- \ud22c\uc790\uc5d0 \ub530\ub978 \uc704\ud5d8\uc5d0 \ub300\ud574 \uc124\uba85\ud569\ub2c8\ub2e4;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">- \ubb38\uc81c \ubc1c\uc0dd \uc2dc \uad00\ud560 \uae30\uad00\uc5d0 \uc5f0\ub77d\ud558\ub294 \ubc29\ubc95.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc720\ub7fd KIID \ud380\ub4dc\uc5d0\ub294 \ub2e4\uc74c\uacfc \uac19\uc740 \ubaa8\ub4e0 \uc815\ubcf4\uac00 \ud3ec\ud568\ub418\uc5b4 \uc788\uc2b5\ub2c8\ub2e4. <a href=\"https:\/\/www.investglass.com\/ko\/esg%ec%99%80-%ec%a7%80%ec%86%8d-%ea%b0%80%eb%8a%a5%ed%95%9c-%ea%b8%88%ec%9c%b5%ec%97%90-%eb%8c%80%ed%95%b4-%ec%95%8c%ec%95%84%ec%95%bc-%ed%95%a0-%ec%82%ac%ed%95%ad\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"456\">\uc54c\uc544\uc57c \ud560 \uc0ac\ud56d<\/a> \uc0c1\ud488\uba85, \ud22c\uc790 \uc720\ud615, \ud22c\uc790 \uad00\ub828 \uc704\ud5d8, \ubb38\uc81c \ubc1c\uc0dd \uc2dc \uad00\ud560 \uae30\uad00\uc5d0 \uc5f0\ub77d\ud558\ub294 \ubc29\ubc95 \ub4f1 \uae08\uc735 \uc0c1\ud488\uc5d0 \ub300\ud55c \uc815\ubcf4\ub97c \uc81c\uacf5\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\uc9d1\ud569\ud22c\uc790\uae30\uad6c\ubc95 CISA\ub294 \ud22c\uc790\uc790\uac00 \ub2e4\ub978 \ud22c\uc790\uc790\uc640 \ud568\uaed8 \uc790\uae08\uc744 \ubaa8\uc544 \ub2e4\uc591\ud55c \uc790\uc0b0\uc5d0 \ud22c\uc790\ud560 \uc218 \uc788\ub294 \ud22c\uc790 \uc0c1\ud488\uc785\ub2c8\ub2e4. \uc774\ub7ec\ud55c \uc81c\ub3c4\ub294 \uac1c\ubc29\ud615 \ub610\ub294 \ud3d0\uc1c4\ud615\uc77c \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub610\ud55c \ub2e4\uc74c \uc0ac\ud56d\uc744 \uc54c\uace0 \uc2f6\uc744 \uc218\ub3c4 \uc788\uc2b5\ub2c8\ub2e4. <a href=\"https:\/\/www.investglass.com\/ko\/%ec%98%81%ea%b5%ad%ec%97%90%ec%84%9c-%ec%9d%80%ed%96%89%ec%9b%90%ec%9d%b4-%ec%97%b0%ea%b8%88-%ed%8f%89%ec%83%9d-%ec%88%98%eb%8b%b9%ec%9d%84-%ea%b4%80%eb%a6%ac%ed%95%98%eb%8a%94-%eb%b0%a9%eb%b2%95\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"457\">\ud1f4\uc9c1\uc5f0\uae08 \uc790\uc0b0 \uad00\ub9ac\uc790<\/a> \uc774\uc804\uc5d0\ub294 \uc9c1\uc5c5\uc5f0\uae08\uac10\ub3c5\uc704\uc6d0\ud68c(OPSC)\uc758 \uac10\ub3c5\uc744 \ubc1b\uc558\ub358 \ud1f4\uc9c1\uc5f0\uae08 \uc81c\ub3c4\ub294 \uc774\uc81c FINMA\uc758 \uac10\ub3c5\uc744 \ubc1b\uac8c \ub429\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \uc5f0\ub77d\ucc98 \ubcf4\uace0\uc11c\ub294 \uc774\ub7ec\ud55c KIID\uc640 \uae30\ubcf8 \ud329\ud2b8\uc2dc\ud2b8\ub97c \uc800\uc7a5\ud558\ub3c4\ub85d \ub9cc\ub4e4\uc5b4\uc84c\uc2b5\ub2c8\ub2e4. InvestGlass CRM - \ucea0\ud398\uc778 \ub3c4\uad6c\ub294 \uace0\uac1d\uc5d0\uac8c \ud074\ub77c\uc774\uc5b8\ud2b8 \ud30c\uc77c\uc5d0 \uc800\uc7a5\ud560 \uc218 \uc788\ub294 KIID \ubc0f \uae30\ubcf8 \ud329\ud2b8 \uc2dc\ud2b8\uc758 PDF\uac00 \ud3ec\ud568\ub41c \uc774\uba54\uc77c\uc744 \ubcf4\ub0c5\ub2c8\ub2e4.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"768\" src=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/06\/investglass-email-marketing.jpeg\" alt=\"\" class=\"wp-image-32681\" srcset=\"https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/06\/investglass-email-marketing.jpeg 1024w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/06\/investglass-email-marketing-300x225.jpeg 300w, https:\/\/www.investglass.com\/wp-content\/uploads\/2022\/06\/investglass-email-marketing-768x576.jpeg 768w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">InvestGlass \uc774\uba54\uc77c \ubc0f \ucea0\ud398\uc778<\/figcaption><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-risks-associated-with-financial-instruments-and-finsa\">\uae08\uc735 \uc0c1\ud488 \ubc0f FINSA\uc640 \uad00\ub828\ub41c \uc704\ud5d8<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\uc740\ud589\uc740 \ubaa8\ub4e0 \uace0\uac1d\uc5d0\uac8c \uae08\uc735 \uc0c1\ud488\uacfc \uad00\ub828\ub41c \uc704\ud5d8\uc744 \uc54c\ub824\uc57c \ud569\ub2c8\ub2e4. \uc2a4\uc704\uc2a4\uc740\ud589\ud611\ud68c\uc5d0\uc11c \ubc1c\ud589\ud55c \u201c\uae08\uc735\uc0c1\ud488 \uac70\ub798\uc640 \uad00\ub828\ub41c \uc704\ud5d8\u201d\uc774\ub77c\ub294 \ube0c\ub85c\uc154\ub294 \uacc4\uc88c \uac1c\uc124 \uc2dc \ubc0f \uc694\uccad \uc2dc \uc5b8\uc81c\ub4e0\uc9c0 \uc18c\ub9e4 \uace0\uac1d\uacfc \uc804\ubb38\uac00 \uace0\uac1d\uc5d0\uac8c \uc81c\uacf5\ub429\ub2c8\ub2e4. \uc774 \uc815\ubcf4\ub294 \uc2a4\uc704\uc2a4\uc740\ud589\ud611\ud68c\uc758 \uc778\ud130\ub137 \uc0ac\uc774\ud2b8(www.swissbanking.ch\/en\/downloads)\uc5d0\uc11c\ub3c4 \ud655\uc778\ud560 \uc218 \uc788\uc2b5\ub2c8\ub2e4.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\ub610\ud55c \uc740\ud589\uc740 \ubaa8\ub4e0 \uace0\uac1d\uc5d0\uac8c \ud2b9\uc815 \ud2b9\uc815 \uae08\uc735\uc0c1\ud488\uc5d0 \uc801\uc6a9\ub418\ub294 \uc704\ud5d8\uc744 \uc124\uba85\ud558\ub294 \u201c\ud45c\uc900\ud654 \ubc0f \ube44\ud45c\uc900\ud654 \ud30c\uc0dd\uc0c1\ud488\/\uad6c\uc870\ud654 \uc0c1\ud488 \ubc0f \ud2b9\uc218 \uc704\ud5d8\uc774 \uc788\ub294 \ud22c\uc790 \ud380\ub4dc \uac70\ub798 \uad00\ub828 \uc704\ud5d8 \uc815\ubcf4\u201d\ub77c\ub294 \ube0c\ub85c\uc154\ub97c \uc81c\uacf5\ud558\uace0 \uc788\uc2b5\ub2c8\ub2e4. \uadf8\ub9ac\uace0 <a href=\"https:\/\/www.investglass.com\/ko\/%ed%94%84%eb%9d%bc%ec%9d%b4%eb%b9%97-%eb%b1%85%ed%81%ac%ec%9a%a9-crm\/\" target=\"_blank\" rel=\"noopener\" data-wpil-monitor-id=\"1291\">\uc740\ud589\uc740 CRM\uc5d0\ub3c4 \uc800\uc7a5\ud574\uc57c \ud569\ub2c8\ub2e4.<\/a> \uc2a4\uc704\uc2a4 \uae08\uc735 \uc11c\ube44\uc2a4\uc5d0 \uad00\ud55c \uc5f0\ubc29\ubc95\uc5d0 \uaddc\uc815\ub41c \ub300\ubd80\ubd84\uc758 \uc758\ubb34\uac00 \uc774 \uc804\ubb38 \uace0\uac1d \uc138\uadf8\uba3c\ud2b8\uc5d0 \uc801\uc6a9\ub418\uc9c0 \uc54a\ub354\ub77c\ub3c4 \uace0\uac1d\uc758 \uac1c\uc778 \uad50\uc721, \uc804\ubb38 \uacbd\ub825 \ub610\ub294 \uae08\uc735 \ubd80\ubb38\uc5d0\uc11c \uc774\uc640 \uc720\uc0ac\ud55c \uacbd\ud5d8\uc744 \uc694\uad6c\ud569\ub2c8\ub2e4.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-information-on-costs-and-charges\"><strong>\ube44\uc6a9 \ubc0f \uc694\uae08\uc5d0 \ub300\ud55c \uc815\ubcf4<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">InvestGlass \ud3ec\ud2b8\ud3f4\ub9ac\uc624 \uad00\ub9ac \ub3c4\uad6c\ub97c \ud1b5\ud574 \uc740\ud589\uacfc \ube0c\ub85c\ucee4\ub294 \uc81c\uacf5\ud558\ub294 \uae08\uc735 \uc11c\ube44\uc2a4\uc640 \uad00\ub828\ub41c \ubaa8\ub4e0 \ube44\uc6a9\uacfc \uc218\uc218\ub8cc\ub97c \uc804\ub2ec\ud560 \uc218 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As of January 1, 2018, the Financial Services Act (FinSA) came into effect in Switzerland (Federal Council shall regulate new details). The new act replaces the old Banking Act and regulates all financial services providers in Switzerland. The main purpose of the [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":34424,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[13],"tags":[288,295,296,72],"class_list":["post-34423","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-article","tag-client-life-cycle","tag-fidleg","tag-financial-services-act","tag-finsa"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.6.1 (Yoast SEO v27.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>How to implement FINSA? | InvestGlass<\/title>\n<meta name=\"description\" content=\"Only FINMA-approved providers get licensed. See how InvestGlass automates compliance for banks.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.investglass.com\/ko\/\ud540\uc0ac-\uad6c\ud604-\ubc29\ubc95\/\" \/>\n<meta property=\"og:locale\" content=\"ko_KR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to implement FINSA?\" \/>\n<meta property=\"og:description\" content=\"THIS IS NOT A LEGAL ADVICE - PLEASE CONSULT YOUR OWN LEGAL ADVISOR. 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