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inApp

CROSS-BORDER COMPLIANCE MADE EASY

DISCOVER inApp

Get instant and tailored answers on regulatory questions directly to your device.

Keep your international client interactions compliant and reduce cross-border risk.

What makes inApp so powerful?

Business use cases

Relationship manager in private banking

READ USE CASE

Compliance officer in private banking

READ USE CASE

Product placement and tax suitability

Regulatory areas covered

PRIVATE BANKING SERVICES

Check whether you’re allowed to provide a certain service to a client or prospect.

TAX SUITABILITY

Check if a product is suitable for your client from a tax perspective.

RESPONSIBLE INVESTMENT (ESG)

Check if a product is suitable for your client from a tax perspective.

PRODUCT PLACEMENT

See if you’re allowed to distribute a product to a client in a specific country, find out whether the product needs to be registered.

INVESTOR SUITABILITY 
& APPROPRIATENESS

Perform appropriateness checks and controls on regulatory aspects as per FinSA & MiFID II.

sanctioned securities

Check if a product is suitable for your client from a tax perspective.

KEY PARTNERS

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