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Financial Services Ombudsman

Registration

Affiliation Form

It only takes a few minutes to affiliate to FINSOM. Simply submit the form below and we will send you the following by email within the next few days: 

  • Free access to our online training on “The FinSA Ombudsman Office and Risk Management”.
  • The invoice for the annual base tax, in case of an “immediate” affiliation (section 2).
  • Confirmation for FINMA or the FinSA Register, depending on the indicated “supervision” (section 1).
Conditions and Fees
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    1. Affiliated Company

    The affiliation is in the name of a company (or provider), sole proprietorships included. For companies subject to a FinSA Register (art. 30 let. b FinSA), the affiliation is in the name of the company or sole proprietorship, not the name of its registered advisers (art. 30 let. a FinSA). The company can be in the process of being incorporated.

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

    Activity in Switzerland

    Size of the company (employees)

    End clients in Switzerland

    End clients abroad served from Switzerland

    Supervision:


    Responsible for the relationship with FINSOM

    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

    Commercial Mediation/FinSA – Full or partial affiliation?

    Affiliation to Commercial Mediation/FinSA can cover all commercial activities of the affiliated company (full affiliation) or only activities subject to FinSA (partial affiliation). The annual base tax remains the same.

    Immediate or anticipated affiliation?

    If the company plans to initiate activities this year that are subject to FINMA authorisation or registration with a FinSA Register, please opt for “immediate” affiliation. If the company plans to initiate such activities next year or is simply changing its FinSA Ombudsman Office, you can opt for “anticipated” affiliation. In the case of “anticipated” affiliation, we can still confirm the affiliation to FINMA or the FinSA Register, but we do not invoice the base tax for the current year.

    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 :

    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.

    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

    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 the form and send it by post.


    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.