1. E-learning

Basics of Swiss Successions

In poche parole

Discover the keys to understanding the Swiss inheritance system through a 3-module course lasting 60 minutes in all.

The first module introduces the essential terms you need to understand the inheritance system while touching on a few general concepts, such as the universality of heirs and the extent of their liability.

The second module addresses legal succession and voluntary succession as well as their liquidation. In the case of legal succession, we begin by explaining the principle of kinship and the allocation of legal shares. Next, we examine the principles of voluntary succession, focusing on the reserved portions and the possible provisions that a de cujus can make.

Finally, the last module focuses on the practical application of these concepts through three case studies. We analyse the potential disadvantages associated with each situation and look at possible preventive measures for avoiding any future conflicts between the heirs.

Prezzo: CHF 185.-
Test di certificazione: 27 Domande
Accesso: 2 mese
Lingue disponibili:

Esperti

SAQ Durata della certificazione SAQ riconosciuta: 1h40 min

Nella stessa categoria

FATCA regimeBeneficial ownership and CDB formsLe traitement d'un créditFraudFINMA's enforcement procedureArticle 305 bis Swiss Penal CodeLoi sur les valeurs patrimoniales d’origine illiciteLotta contro il riciclaggio di denaro (livello 1)The ESG concept and its European and Swiss regulatory frameworkInternational sanctions and embargoes ICommon Reporting Standard (CRS)International framework of the fight against money launderingClient advisors register certificationLe crédit lombardLa conoscenza delle transazioni (KYT)Market manipulationInternational sanctions and embargoes IITrusts, the CDB, FATCA and the CRSIntroduction to trusts Islamic finance : introductionFinSA rules of conduct IInsider trading: a CH-USA-EU comparisonCriminal liability of the bank and its employeesData protection IFinSA rules of conduct IIESG : GreenwashingPolitically Exposed Persons (PEP)Les stratégies des optionsQualified Intermediary RegimeESG : Introduction, risks and regulationsFight against money laundering (level II)Introduction aux crypto-monnaiesBanker’s professional secrecyData protection IIIntroduction aux optionsMain laws and regulations governing the Swiss banking systemESG approachesCorruptionLa CDB 20Risks associated with cross-border activitiesCybersecurityKnow Your Customer “KYC”