Our offer especially for trustees
Customised set of directives
Although standard documents can be helpful, our experience shows that they are not always effective because every financial service provider has different business activities and needs. We can create an appropriate set of directives tailored to your circumstances at a fixed price. Besides your directives, this package also includes an update of your articles of association and organisational regulations.
FINMA licence applications – preparation and submission
We support you in preparing and submitting your FINMA application. For a fixed fee, you get advice on how to design your corporate governance as well as your structural and procedural organisation. We’ll also revise your existing directives, including your articles of association and organisational regulations. Benefit from advice on the outsourcing of services, preparation of application-relevant enclosures and submission of the application.
Ad-hoc advice on FinSA and FinIA issues
Do you have specific questions about implementation of FinSA and FinIA? Our team will be happy to suggest pragmatic solutions.
Advice on organisational requirements and corporate governance
For a fixed fee, you get advice on how to design your corporate governance as well as your structural and procedural organisation so that all legal and regulatory requirements are met.