Affiliation Form
The following information completes FINSOM’s affiliation conditions.
Affiliation and Confirmation :
- The affiliation is in the name of a company, sole proprietorships included.
- For client advisers subject to a FinSA Register of Advisers, the affiliation is in the name of the company (art. 30 let. b FinSA) and includes its client advisers.
- It only takes a few minutes to submit the form below. A confirmation of affiliation is sent by email within minutes upon submission.
- It is also possible to save the form as a pdf and send it to info@finsom.ch. A confirmation will be sent to you within 48 hours.
- FINSOM directly informs FINMA or the FinSA Register of Advisers of its affiliations according to Art. 83 FinSA.
- The affiliated company may request a confirmation of affiliation at any time.
- FINSOM’s regulations apply. There are no contracts to sign.
Available options :
- 2 types of mediation available : Commercial Mediation/FinSA and Workplace Mediation/EmpA.
- Choice of 4 languages.
- Affiliation for the current year (immediate affiliation) or next year (anticipated affiliation). See explanations in section 2 below and art. 77 FinSA regarding the timing of the obligation to affiliate.
Invoicing :
- In the case of immediate affiliation, FINSOM will invoice the first base tax for the current year a few days after receipt of the affiliation form. In the case of anticipated affiliation, FINSOM will confirm the affiliation but will not invoice the base tax for the current year.
- Each year, FINSOM will send a reminder by e-mail of the resignation deadline of 30 September for 31 December. After the resignation deadline, FINSOM can invoice the annual base tax in advance for the following year.
- Invoices are sent by e-mail to the person/s indicated in the form below.
- For new entrants, in the event of refusal of FINMA authorisation or registration in a FinSA Register of Advisors, FINSOM will refund the annual base tax on request as of 1st January 2024.
Free E-learning :
- After payment of the first annual base tax, FINSOM will send an access code for the E-learning “The FinSA Ombudsman Office and Risk Management”, available free of charge to affiliated companies.
Please contact us if you need assistance : info@finsom.ch or +41 27 552 04 24
or print 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 info@finsom.ch or +41 27 552 04 24 for assistance.