(in Polish) Private banking WP-PRZ-mon-pbank

EK1 presents the characteristic features of the private banking service, as well as its history
EK2 characterizes the services provided under private banking
EK3 indicates the legal basis for the provision of private banking services by banks
EK4 describes the specific relationship between the client and the adviser delegated to support him
EK5 presents irregularities occurring during the provision of private banking services
EK6 identifies legal gaps in the Polish legal system regarding the provision of private banking services
EK7 uses theoretical knowledge in the field of public and private law to describe and analyze the facts of specific situations and indicate the resolution of the problem
EK8 participates in discussions on specific problems arising in connection with the provision of private banking services

Teaching methods for achieving learning outcomes EK1-EK8 are problem lecture, seminar lecture, discussion, case study, brainstorming.

Methods for verifying learning outcomes EK1-EK8 are class activity, observation of behavior, continuous assessment, written assignment or final presentation.

EK1 presents the characteristic features of the private banking service, as well as its history
At grade 2 (ndst) he can not indicate the features and present the history of the private banking service
The assessment of 3 (dst) indicates several features of private banking and the basic elements of the history of this service
The grade 4 (db) correctly indicates most of the features of the private banking service, as well as its history
A rating of 5 (very good) indicates all the features of the private banking service, as well as presents their mutual relations and presents a very good history of the development of this service

EK2 characterizes the services provided under private banking
On grade 2 (ndst) he cannot characterize any private banking service
On the grade 3 (dst) it sufficiently presents several private banking services
On the grade 4 (db) correctly presents the majority of private banking services
On the grade 5 (very good) it correctly presents all private banking services

EK3 indicates the legal basis for the provision of private banking services by banks
At grade 2 (ndst) it cannot indicate any legal basis for the provision of private banking services by banks
On grade 3 (dst) it sufficiently presents several legal bases for the provision of private banking services by banks
On the grade 4 (db) correctly presents most of the legal basis for the provision of private banking services by banks
On the grade 5 (very good) correctly presents all the legal basis for the provision of private banking services by banks

EK4 describes the specific relationship between the client and the adviser delegated to support him
On grade 2 (ndst) he cannot describe the relationship between the client and the adviser delegated to his service
On the grade 3 (dst) it sufficiently describes the relationship between the client and the adviser delegated to his service
On the grade 4 (db) correctly and to a good degree describes the relationship between the client and the adviser delegated to his service
The 5 (very good) grade gives a good and very good description of the relationship between the client and the advisor delegated to support him, and is able to indicate the risks that may appear in such a shaped relationship

EK5 presents irregularities occurring during the provision of private banking services
At grade 2 (ndst) it cannot indicate any irregularity occurring during the provision of the private banking service
On grade 3 (dst) it sufficiently presents several irregularities occurring during the provision of the private banking service
On the grade 4 (db) correctly presents the majority of irregularities occurring during the provision of the private banking service and attempts to identify the tools used to overcome them
The 5 (very good) grade correctly presents the irregularities occurring during the provision of the private banking service and identifies the tools used to eliminate them

EK6 identifies legal gaps in the Polish legal system regarding the provision of private banking services
At grade 2 (ndst) he cannot indicate any legal gap in the Polish legal system regarding the provision of the private banking service
For grade 3 (dst) it sufficiently presents several legal loopholes in the Polish legal system regarding the provision of the private banking service
On grade 4 (db) it correctly presents most of the legal loopholes in the Polish legal system regarding the provision of the private banking service and attempts to identify mechanisms to solve the problem in a good way
The 5 (very good) grade correctly presents the legal loopholes in the Polish legal system regarding the provision of the private banking service and attempts to identify mechanisms to solve the problem to a very good degree

EK7 uses theoretical knowledge in the field of public and private law to describe and analyze the facts of specific situations and indicate the solution to the problem
On grade 2 (ndst) is not able to use theoretical knowledge of public and private law to describe and analyze the actual state of specific situations and indicate the resolution of the problem
On grade 3 (dst) it sufficiently uses theoretical knowledge of public and private law to describe and analyze the actual state of specific situations and indicate the resolution of the problem
On grade 4 (db), it uses the theoretical knowledge of public and private law to describe and analyze the actual state of specific situations and indicate the solution of the problem
For grade 5 (very good), it uses the theoretical knowledge of public and private law to describe and analyze the actual state of specific situations and indicate the solution of the problem to a very good degree

EK8 takes part in the discussion on specific problems arising in connection with the provision of private banking services
On grade 2 (ndst) he does not participate in the discussion regarding specific problems arising in connection with the provision of the private banking service
On the assessment 3 (dst) takes part in the discussion on specific problems arising in connection with the provision of the private banking service by submitting individual comments
On grade 4 (db) participates in the discussion on specific problems arising in connection with the provision of private banking services by formulating several sentence statements
On grade 5 (very good), it actively participates in the discussion on specific problems arising in connection with the provision of private banking services using arguments in the field of public and private law

1. Materiały przekazywane przez prowadzącego zajęcia. Brak podręcznika wiodącego.

2. Akty prawne:
Ustawa z dnia 29 sierpnia 1997 r. Prawo bankowe (tekst jedn. Dz. U. 2018, poz. 2187 ze zm.)
Ustawa z dnia 23 kwietnia 1964 r. Kodeks cywilny (tekst jedn. Dz. U. 2019, poz. 1145 ze zm.)
Ustawa z dnia 6 czerwca 1997 r. Kodeks karny (tekst jedn. Dz. U. 2019, poz.1950 ze zm.)
Ustawa z dnia 29 lipca 2005 r. o obrocie instrumentami finansowymi (tekst jedn. Dz. U. 2018, poz. 2286 ze zm.)

3. Literatura uzupełniająca:
L. Dziawgo, Private banking. Istota - Koncepcja - Funkcjonowanie, Toruń 2005

Additional information (registration calendar, class conductors, localization and schedules of classes), might be available in the USOSweb system:

• Description of WP-PRZ-mon-pbank in USOSweb