ACOLIN developed an online solution accessible to everybody. Based on a very simple and short questionnaire (multiple choice questions), we give you a clear and quick answer on what you need to be compliant with FinIA/FinSA (ombudsman, register of advisors, representative…).
As usual, besides of this tool, our team of specialists is available to answer any questions you may have.
Due to the COVID-19 environment, the initial implementation of the market requirements for the new Swiss laws have been delayed. FINMA may approve the client advisor registers mid of this year, same schedule for the Federal Department of Finance and the approval of the ombudsman offices.
We are happy to always keep you up to date on our precautions regarding COVID-19 and eventual side effects on our company. The ACOLIN Group continues to take the development of COVID-19 very seriously and follows the...
ACOLIN has become a member of TISA network and has joined TISA’s Universal Reporting Network (TURN). The Investing and Saving Alliance’s (TISA) ambition is to bringing the financial services industry together to promote...
Similar to “Know your customer” (KYC) principles, “Know you distributor” (KYD) has paved its way into global markets with the aim to ensure products are distributed in the jurisdictions agreed with the product manufacturer...
Merry Christmas & Happy New Year to you and your loved ones! We would like to thank you for the many successful moments we were able to share with you in 2020 and hope that many more will follow in the year ahead! ACOLIN...
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