Financial intermediation

As a supervised and constantly supervised financial intermediary within the meaning of Article 2 (3) of the MLA, I am customer-oriented and consistently banking-independent.

With structured processes and low fees, financial services is redefined here.

Customers value the benefits of independent financial services.

Here are no bank members in the management. So you will not be sold products that are only in the interest of banks. Nobody can give sales instructions to the financial intermediary. Thus, free and independent according to your individual wishes.

You have direct access to the management, where all decisions are made quickly and unbureaucratically. This is a big advantage over a big bank where you would be just one of hundreds of customers.

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FINMA Home page

The financial intermediary is a member of PolyReg in its capacity as a federally recognized self-regulatory organization (SRO) under Article 24 of the Money Laundering Act. In accordance with its regulations, the association exercises the statutory supervisory and supervisory duties vis-à-vis the members and is subject to the supervision of the Swiss Financial Market Supervisory Authority FINMA. As a member of PolyReg, the financial intermediary is under the control of the “due diligence obligations” recognized by the Swiss Financial Market Supervisory Authority “FINMA” in the matter of financial intermediation. These can be viewed on the website of PolyReg on the Internet www.polyreg.ch at any time.

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