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AMC suitability needs to be assessed on a “case by case” basis: Simmons & Simmons

Product characterisation for actively-managed certificates (AMC) — complex investment products gaining popularity among UHNWs — can differ across structure and jurisdiction, meaning private banks should process client suitability on a case by case basis, Jason Valoti, partner at Simmons & Simmons, told Asian Private Banker. Because AMCs can be implemented by private banks in a matter of weeks compared with…

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