Refresher Training FinSA Code of Conduct Rules
Client advisors who are registered in the Swiss Client Advisor Register in accordance with the Finan...
News & Blog
Reporting Obligations pursuant to art. 32 FinSO and art. 41 FinSO
Client Advisors who are registered in the Client Advisor Register are subject to the legal reporting...
Adjustment of the List of Fees of the Registration Office
On 15 May 2023, the new List of Fees of the Registration Office of BX Swiss AG will enter into force...
Adaptation of the FAQ on the duty to register: Robo Advisor
The Financial Services Act (FinSA) stipulates which client advisors are subject to the duty to regis...
Renewal of the entry in the Client Advisor Register
The time will come soon when the first client advisors will have to renew their initial entry in the...
Update of the List of Fees for the Client Advisor Register
On 1 January 2022, the adapted list of fees of the Registration Office of BX Swiss AG will enter int...
Via FinFinder.ch directly to the entry in the advisor register
The FinTech platform FinFinder.ch has implemented a technical integration solution. Client advisors...
FINMA plans to check registration obligation
According to today’s media release by the Swiss Financial Market Supervisory Authority FINMA,...