Legal & regulatory services for insurance companies, insurance intermediaries & InsurTechs

We offer comprehensive regulatory advisory services, regulatory risk assessments, and compliance management, including implementation, operational aid, workshop facilitation, coaching, training, and policy/procedure development. 

We support you in getting licensed as insurance company offering life insurance, non-life insurance, supplementary health insurance, or reinsurance services. 

Under the Swiss Insurance Supervision Act, the requirements for insurance intermediaries have increased. We will be happy to assist you with any questions around business conduct and registration you may have.

We can prepare a feasibility study for you or submit a request to the relevant authority regarding feasibility (so called no-action letter).

We help you drafting your initial business plan and support you with setting up your operations in Switzerland as well as making amendments to your existing business plan, as both require approval from FINMA.

Insurance companies must guarantee entitlements arising from insurance contracts by establishing tied assets. We help you monitoring compliance with the investment requirements. 

We help you in setting up new insurance products with drafting and/or reviewing the general terms and conditions, the policies and other legal documents.

We provide guidance on drafting and implementing AML and KYC documentation and procedures. In addition, we also offer trainings.

We provide cross-border support, develop international strategies, and offer legal and regulatory advice for global business setups, and assist with product marketing worldwide.

In case you want to transfer your Swiss insurance portfolio to another insurance company, we can support you in the FINMA authorization process. 

We understand the tax implications affecting your company and employees and are here to help you navigate them smoothly. You can find our tax dedicated offering here. 

We have corporate lawyers inhouse. They help you setting up the company and register it in the commercial register. In addition, we also support you in any mergers, demergers and transformations.