Surge in transaction-capable client apps will increase importance of suitability checks, say experts

15 September 2016 | 2 minutes read

A recent uptick in the number of private banks bringing trading functionality to their mobile and tablet apps will likely force the industry to step up client and investment suitability checks to avoid regulatory scrutiny, a digital head at a Swiss private bank tells Asian Private Banker. “If clients can transact on their phones, banks need to have strong suitability checks…

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