Affiliation Form

Companies can affiliate, or affiliate their client advisors, in a matter of minutes by filling out the form below.

Please note that as soon as the form is submitted, the company is affiliated and accepts FINSOM’s rules and regulations. There are not further contracts to be signed. Simple enquiries can be submitted using the contact form.

    Company

    Name or company name

    Commercial register identification number, if available

    Legal form

    Address

    Postal Code

    City

    Country

    Website

    Authorisation category in Switzerland

    Total number of persons in the company as of the date of affiliation (may differ from the number indicated below for the calculation of the basic tax)

    Financial services strategy

    Client Segment/s in Switzerland

    Client segment(s) abroad served from Switzerland

    Main contact person

    The main contact person automatically receives the confirmation of affiliation and invoices. He or she is also the main contact person in case of mediation proceedings

    Titel

    Surname

    Name

    Function

    Company

    Direct phone number

    Email

    Add additional contact persons

    Contact person 2

    Attention, the person automatically receives the confirmation of affiliation. Please indicate if they also receive copies of invoices and/or can be contacted in the event of a mediation proceeding.

    Contact 2 Title

    Surname

    Name

    Function

    Company

    Direct phone

    Email

    Contact 2 receives a copy of invoices and/or is contact person in case of proceedings ?

    Copies of invoicesContact person proceedings

    Contact person 3

    Attention, the person automatically receives the confirmation of affiliation. Please indicate if they also receive copies of invoices and/or can be contacted in the event of a mediation proceeding.

    Contact 3 Title

    Surname

    Name

    Function

    Company

    Direct phone

    Email

    Contact 3 receives a copy of invoices and/or is contact person in case of proceedings ?

    Copies of invoicesContact person proceedings

    Commercial Mediation - FinSA

    Chosen languages for Commercial Mediation

    FRDEITEN

    Affiliation according to art 77 FinSA or voluntary/exempted

    Number of persons for the calculation of the annual base tax. Please follow instructions under the link above.

    Workplace Mediation

    Would you like to include Workplace Mediation?

    Chosen languages for Workplace Mediation

    FRDEITEN

    Affiliation according to art 6 LL/Art. 328 CO or voluntary/exempted

    Number of persons for the calculation of the annual base tax. Please follow instructions under the link above.

    Message


    Confirmation of affiliation is sent automatically after submission of the online form to the email addresses indicated above. Invoices will also be sent to the email addresses as indicated in the submitted form. If you do not receive a confirmation email after submitting the form, please contact us (info@finsom.ch).