CA Indosuez Wealth Management has a specific policy governing conflicts of interest which are always a risk for the Bank and its customers. Customers can also consult with a specialist function within the Bank whose role is to ensure that all fundamental principles of compliance are respected.

The document is designed to inform customers of CA Indosuez Wealth Management procedure in the event of a conflict of interest linked to its services.

It elaborates on:

  • potential situations of a conflict of interest,
  • how these situations are detected,
  • how conflicts are managed, reported and documented. 

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