Back to Insights Page

Are you on track for FinSA & FinIA?

By Émilie Tränkner

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.


Championing transparency in fund distribution

ACOLIN is focused on creating transformative opportunities for asset managers by promoting greater transparency across the fund distribution lifecycle. We do this by leveraging smart data and technology and our long-standing...

Read More

Warning regarding ""

ACOLIN warns against responding to an offer on the website which purports to originate from ACOLIN Europe AG. As a precaution, we recommend that you refrain from visiting this website. Neither ACOLIN Europe AG...

Read More

New starter interview: Roxana Mahboubian

Roxana joined the business in July 2021 to help drive and execute ACOLIN’s growth plans in the UK. Previously, Roxana held Business Development roles at Morgan Stanley Investment Management, Fitch Ratings and Fitz Partners as...

Read More

CISA, FinSA, FinIA: Assessment on the new legal landscape in Switzerland

Since the beginning of 2020, the new financial market regulations, FinSA and FinIA, have been in force in Switzerland. This affects investment and asset advisors, asset managers and collective asset managers, as well as all...

Read More

Send Us a Message

For any inquiries, please fill in the following contact form.