Client updates / Investment Management

ISA: New Guidelines on Offering and Intermediating Joint Investment Arrangements

2 December 2024 / Barnea

The Israel Securities Authority published a position statement recently addressing various issues pertaining to brokerage activities and offerings of joint investment arrangements, including the applicability of the Regulation of Investment Advice, Investment Marketing and Portfolio Management Law (“Advice Law”) and the Joint Investment Trust Law to these activities.

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Categories: Regulation

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

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Client updates / Investment Management