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Subject: Banking & Finance , Dispute Resolution
Paper: IFLR Local Insights
Reading time: 3 Min
17.09.2024

Heirs’ information requests to banks: cracking the safe in Switzerland

Urs Feller and Marcel Frey analyse a recent Swiss Federal Tribunal ruling that provides helpful guidance for heirs who may want to unlock financial information held by a deceased relative’s bank. They explain what to bear in mind when lodging information claims before court and clarify the several legal basis available to heirs and the extent and scope of these instruments when approaching banks.