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 or sole proprietorship (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.
- The affiliation can be resigned each year by September 30th for December 31st (resignation deadline). Unless resigned, it is automatically renewed.
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.
Included in the annual base tax :
- E-learning “The FinSA Ombudsman Office and Risk Management”.
- Preliminary review of complaints.
Please contact us if you need assistance : info@finsom.ch or +41 27 552 04 24
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 info@finsom.ch or +41 27 552 04 24 for assistance.