Roger Studer Email & Phone Number

Zürich, Zh, Ch

Zurich, Switzerland

Zürich, Schweiz

• Single point of contact to ensure support for our coverage organization in all FLDS risk related topics on every level (staff up to management committees).• FLDS representative for CSX Digital Banking & Client Service management committees• Providing updates for senior management stakeholders• Business area coordinator in regard of tax (AeoI / FATCA ) and investor protection topics (FinSA and MiFID II)• Business area coordinator in regard of TOFF (Traded Options and Financial Futures)• Managing and supporting issues in regards of investor topics• Member of several solution design working groups to remediate investor protection topics findings raised by FINMA.• Business area contact person for inquiries regarding internal audit and FINMA PWC audit inquires in connection with advisory and brokerage and custody accounts• execution of quarterly investor protection controls

Zürich, Schweiz

Swiss Universal Bank | Digital Banking | Private & Corporate Clients | First Line of Defense Coverage• Single point of contact to ensure support for our coverage organization in all FLDS risk related topics on every level (staff up to management committees).• FLDS representative for CSX Digital Banking & Client Service management committees• Providing updates for senior management stakeholders• Business area coordinator in regard of tax (AeoI / FATCA ) and investor protection topics (FinSA and MiFID II)• Business area coordinator in regard of TOFF (Traded Options and Financial Futures)• Managing and supporting issues in regards of investor topics• Member of several solution design working groups to remediate investor protection topics findings raised by FINMA.• Business area contact person for inquiries regarding internal audit and FINMA PWC audit inquires in connection with advisory and brokerage and custody accounts• execution of quarterly investor protection controls

Zurich

- Deputy Global Head FATCA- Responsible for CRS within Credit Suisse Life- Responsible for CRS Reporting Data Preparation, Quality Assurance and filing- Technical and scientific steering of FATCA audits in Trust and Insurance Center- Technical and scientific steering of CRS audits in Insurance Center- Staff training and Staff support in regards of FATCA/CRS- Acting as a project member or Large Shareholder monitoring- Successfully implementation of CRS regulatory requirements for Credit Suisse Life

Zürich

Deputy team leader​Insurance Management/ Accounting & Controlling - Due dilligence controller- Verification of new insurance proposals and liquidations- General administrative organisation- Ensure daily business- Cost order realisation- Written and oral provision of information in German, English and French- General controlling functions- Member of the FATCA/CRS project team- Joint signature by two for Carrier Bermuda, Liechtenstein und Italy

Zürich

Deputy team leader​Insurance Management/ Accounting & Controlling - Due dilligence controller- Verification of new insurance proposals and liquidations- General administrative organisation- Ensure daily business- Cost order realisation- Written and oral provision of information in German, English and French- General controlling functions- Member of the FATCA/AIA/CRS project team- Joint signature by two for Carrier Bermuda, Liechtenstein und Italy

Zürich

Head Mid-Office, Investment Operations - Supervision of apprentices- Responsible for instructions and monitoring of securities, cash- and derivatbusinesses in following sectors:- Third party mandates (Business with external Custodians)- Luxembourger-Funds (managed by Asset Management Zurich)- Assistance in various projects- Contact person for Banks, Brokers und Custodians (by phone and writting)- General operative organisation- Planning and ensuring the daily business- Analysis and documentions by possible cash issues.

Zürich

Section Assets Trading, Department security deposit ​business - Securities Lending and Borrowing - Delivery clearing- Clarify and rectify difficult differences- Executing of money- and asset entries- Managing the elimination accountings of securities due with paying agent ZKB

Olten

Deputy Team Leader (6 staff members)

Olten

Processing corporate actions

Olten

Supports Coop Life planning a change of corporate structure»

Olten

Assistant to executive Board with special functions