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Registration

Affiliation Form

It only takes a few minutes to affiliate to FINSOM.

Affiliation : 

  • To affiliate to FINSOM, simply submit the affiliation form below.
  • The affiliation is in the name of a company (or provider), sole proprietorships included. The company can be in the process of being incorporated.
  • For client advisers subject to a FinSA Register of Advisers, the affiliation is in the name of the company or sole proprietorship (art. 30 let. b FinSA) and includes its client advisers.
  • If the affiliation relates to a FINMA authorisation or registration in a FinSA Register (Regservices, RegFix or ARIF), leave us a message in section 5 of the form and specify the name of the FinSA register (if applicable).
  • FINSOM’s regulations apply. There are no contracts to sign. 
  • The affiliation is for an indefinite period. 
  • Each year, the resignation deadline is December 31st. 

Available options : 

Confirmation : 

  • A confirmation of affiliation is sent by email upon submission of the below form. 
  • FINSOM informs FINMA or the FinSA Register of Advisers according to Art. 83 FinSA.
  • The affiliated company may request a confirmation of affiliation at any time. 

Included in the annual base tax : 

Please contact us if you need assistance.

    1. Affiliated Company

    Name or company name. If the company is in the process of incorporation, please indicate this as follows: “Name or Company Name in incorporation”.

    Enterprise Identification Number (UID), if available

    Legal form

    Address

    Postal Code

    City

    Country

    Website

    Activity in Switzerland

    Size of the company (employees)

    Clients in Switzerland

    Clients abroad served from Switzerland

    Responsible for the relationship with FINSOM

    Corporate function or department

    Title

    SURNAME

    Name

    Phone

    Email

    2. Affiliation

    The annual base tax for Commercial Mediation/FinSA is CHF 250 per year. You can add Workplace Mediation/EmpA for an additional CHF 50. Please indicate the desired type(s) of mediation and language(s) as well as the affiliation year.

    Commercial Mediation/FinSA?

    Language/s
    FRDEITEN

    Workplace Mediation/EmpA?

    Language/s
    FRDEITEN

    Immediate or anticipated affiliation?

    If the company has already started its activities or will start them this year and does not have an Ombudsman Office, please select “immediate affiliation”. If the company is not launching its activities until next year or if it is changing its Ombudsman Office, it can affiliate this year for an activation the following year and can select the “anticipated affiliation” option.

    3. Invoicing

    The invoices will be sent by email to the corporate function or department responsible for the relationship with FINSOM (see above). To send invoices to other recipients as well, it is possible to add two email addresses :

    Email

    Email

    Group invoice?

    If the company belongs to a group affiliated to FINSOM, please indicate the email address and name of the organisation that collects the annual base tax for the group and remits it to FINSOM under art. 99 FinSO.

    Email

    Name

    4. Declaration

    The company accepts FINSOM's regulations and affiliates to FINSOM.

    The company accepts that FINSOM communicates its affiliation according to Art. 83 FinSA.

    5. Message

    If the affiliation relates to a FINMA authorisation or registration in a FinSA Register (Regservices, RegFix or ARIF), please indicate this below and specify the name of the FinSA register (if applicable). You can also leave us any other message.

    6. Confirmation of affiliation

    Upon submission of this form, a confirmation of affiliation with a copy of the registered data will be sent automatically by e-mail to the electronic addresses entered above. You can add another recipient to the confirmation below :

    Please check the email addresses entered in this form one last time before sending it.

    You can also print or save a pdf copy and email to info@finsom.ch


    After clicking “send”, the form will go blank and you should receive an email confirmation within a few minutes. If you don’t, please check your spam before contacting us for assistance.

    Finsom

    Recognised by the Federal Department of Finance (FDF)
    A member of the International Network of Financial Services Ombudsman Schemes: INFO-Network
    Affiliate of the Financial Dispute Resolution Network: FIN-NET
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    Useful links

    State Secretariat for International Finance (SIF)
    Swiss Financial Market Supervisory Authority (FINMA)
    FinIA Supervisory organisations (SOs)
    FinSA Reviewing body for prospectuses
    FinSA Registration body/Registry of Advisers 
    ISA Register for insurance intermediaries 
    AML Self-regulatory organisation (SRO)
    Ombudsman for private insurance and SUVA
    Ombudsman for health insurance
    Ombudsman for banking
    Other Ombudsman (commercial litigation)
    Warning Lists or Blacklists for Investors

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