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Latest Updates /  Financial Institutions

February 3, 2020

Israel Securities Authority Moving to Reduce Insurance Costs for License Holders

In an attempt to reduce insurance costs for License Holders, the Israel Securities Authority (ISA) has recently implemented several changes.

January 16, 2020

Investment Management 2.0 – Internet Platform for Investment Management

New Israeli regulations allow for customized portfolio management services through on-line platforms.

July 18, 2019

Bill to Amend the Investment Advice Law to Allow General Investment Advice without a License

The Israel Securities Authority recently published a draft bill for the Regulation of Investment Advice, Investment Marketing and Investment Portfolio Management Law. The purpose of the bill is to regulate the area of  of general investment advice services and to allow those services without the need for an advice license, while still meeting some requirements.