FINMA authorises first supervisory organisations

FINMA has authorised two supervisory organisations responsible for the future supervision of portfolio managers and trustees.

FINSA / FINIA update July 2020

As of 24 June 2020 the FINSA client advisor registry and ombudsman have been licensed. To get a certificate of knowledge and know-how, the FINSA Client Advisor Test is the only recognised online certificate that shows sufficient proof for it.