LegaFund Insights
Insights
Research, legal finance, and private capital perspectives with Swiss institutional rigor.
Retrozessionen
Retrocessions in practice: implications for private banks and clients
A practical playbook for banks and clients: govern retrocessions as incentive risk, segment relationship types, implement court-accepted disclosure, document waivers and repapering, and operationalise client inquiries—grounded in Abegglen’s 2024 reading.
February 16, 2026
Retrozessionen
Retrocessions under Swiss law: legal foundations
Art. 400 CO is the doctrinal anchor for retrocession surrender duties. This post explains the ‘inner connection’ test, the conflict-of-interest rationale, and how relationship type (wealth management, advice, execution-only, custody) drives the analysis.
January 19, 2026