The financial advisor FinSAwith entry in the advisor register needs:
1. mandatory professional liability insurance
2. Mandatory ombudsman service
3. and must provide evidence of his continuing education
IGUV now offers everything from a single source!
1. offers the cheapest collective solutions on the market for professional liability insurance. The member thus saves CHF 500 to CHF 5,000 per year.
2. free continuing education FinSA via E-learning module and certification worth CHF 500 to CHF 900 per year.
3. the free of charge connection to an ombudsman's officeThis corresponds to a saving of CHF 250 to 1,000 per year.
The new Membership for financial advisors membership costs CHF 500 per year, which is offset by savings of between CHF 1,250 and CHF 2,600 per year.
In addition, our financial advisors can benefit from further added value services such as Workshopsthe Asset Manager Magazine and other benefits.