3 Step Online affiliation

Step 1 : Online affiliation form

Simply complete and submit the form online.

• There are no documents to send or sign.
• Affiliation is automatically confirmed.
• Affiliation takes place instantly.

!! Contrary to the register of advisers, the affiliation of client advisers is made in the name of the company.

Registration is based on the principle of trust. However, data accuracy can be verified by FINSOM or the competent supervisory authority.

Step 2 : Invoicing

FINSOM will issue an invoice payable within 30 days based on the number of employees or client advisers indicated in the online form. The invoice is sent by email to the email address of the contact person indicated in the online form.

Step 3 : Activation

Affiliation is activated upon payment of the invoiced annual base tax and, if applicable :

• registration in a Register of Advisers or;
• authorisation by FINMA.