PartnerVine launches access to UBS' regulatory know-how

"UBS is offering access to practical Q&As on FinSA, FinIA and revCISA that they have developed for Swiss financial service providers," says Jordan Urstadt, CEO of PartnerVine. "It is much easier and cost-effective especially for smaller Swiss financial service providers to plug in to UBS's knowledge than develop it themselves. Because it is the first time that a large company has provided comprehensive access to their legal know-how, it is a major milestone for legal operations globally."

"PartnerVine's platform allows us to share our legal know-how on regulatory matters with other Swiss financial service providers helping them to navigate the complex regulatory environment," says Barbara Koch-Lehmann, Group General Counsel COO at UBS.

PartnerVine's platform offers either full access to the complete package or topic-specific access to separate smaller bundles focused on specific issues like Scope, Client Classification, Information Duties & Communication and Documentation & Delivery of Documents as well as selected subtopics such as e.g. material or personal Scope. The types of forms in the packages include, among others, client classification forms and the client communications that UBS' Group General Counsel has developed to comply with the requirements of the Swiss regulations. The guidance and forms are delivered as pdfs "as is", i.e. as static documents.

UBS Business Solutions AG is a subsidiary of the UBS group, the largest Swiss bank.

About PartnerVine: PartnerVine is the marketplace for legal products. PartnerVine's solutions help buyers do more with software, and large companies and law firms scale their software. PartnerVine has offices in Zurich and New York.

For more information, go to www.partnervine.com. 

Jordan Urstadt 
PartnerVine
+41 79 953 4196
[email protected]

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