Clients updates / Financial Institutions

Israel Securities Authority regulates use of chatbots on financial platforms

20 April 2025 / Andrey Yanai

The AI revolution in the Israeli capital market: The Israel Securities Authority allows financial institutions to use chatbots on their financial analyses platforms, but imposes clear rules and important restrictions on their use.

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Israel Securities Authority Moving to Reduce Insurance Costs for License Holders

3 February 2020 / Barnea

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

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Categories: Capital Markets | Financial Institutions

Investment Management 2.0 – Internet Platform for Investment Management

16 January 2020 / Barnea

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

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Categories: Capital Markets | Financial Institutions

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

18 July 2019 / Barnea

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.

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Categories: Capital Markets | Financial Institutions

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Clients updates / Financial Institutions