Who advises me?
Ask about your specific contact person, their experience and the qualifications relevant to the consultation.
Good advice requires specialist knowledge and clarity.
We want you to be able to classify the people, the approach and the technical basis of your advice.
Questions you can ask.
What is being compared?
Question about providers taken into account, services and the limits of a comparison. One selection is not automatically the entire market.
How is the recommendation created?
Also address costs, compensation and possible vested interests. They are part of a transparent decision.
Expertise & transparency
Training and further education.
Current specialist knowledge and verifiable qualifications are important for your advice. You can find information about training and registration information at these official offices.
VBV
Training and further education
The insurance industry vocational training association organizes the licensing and recertification examinations for insurance intermediaries.
To the VBVFINMA
Register and supervision
You can search for independent insurance intermediaries in the public register of the Swiss Financial Market Supervisory Authority.
Open FINMA registerYour questions deserve a conversation.
Tell us what's bothering you. We will find the next step together.