Our approach
We act in our clients’ best interests. We maintain a conflicts framework to identify, prevent, manage and disclose conflicts of interest that could arise in our advisory and insurance distribution activities.
Where conflicts can arise
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Remuneration and incentives;
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Relationships with product manufacturers or distributors;
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Personal account dealing;
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Gifts and hospitality;
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Allocation of opportunities between clients;
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Information barriers and confidentiality.
Controls
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Remuneration structures that avoid inappropriate incentives;
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Pre‑approval and limits for gifts/hospitality;
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Personal dealing rules, pre‑clearance and restricted lists;
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Product due‑diligence and independent review;
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Disclosure where a residual conflict remains;
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Training and monitoring.
Disclosure
Where a conflict cannot be fully prevented or managed, we will provide a clear disclosure so you can make an informed decision.
Governance
The policy is owned by Compliance and reviewed at least annually. The full Conflicts of Interest Policy is available in the Data Protection & Legal Library.
Contact
DPO@mwcgroup.ch.