Structure
Terms and conditions
Company name
finpension AG
UID
CHE-229.198.585
Registered office/domicile
Hirschmattstrasse 36
6003 Luzern
Regulatory oversight
Eidgenössische Finanzmarktaufsicht FINMA
Laupenstrasse 27
3003 Bern
Authorization
Securities firm
Activity / Purpose
The purpose of the company is to operate a securities firm, to provide investment advice* and wealth management, and to advise, manage, and administer pension funds or parts thereof.
*Currently no investment advice is offered in the legal sense according to FinSA but only wealth management.
Board of Directors
- Beat Bühlmann, President
- Gaëtan Maraite, Member
- Karl Gysin, Member
Management
- Ivo Blättler, CEO
- Philipp Zumbühl, Deputy CEO
- David Jenni, Member
Auditor
SWA Swiss Auditors
Custody bank
With the license as an account-holding securities firm, the required accounts and securities accounts are opened directly with finpension and managed by finpension.
Ombudsman’s office
Clients of finpension AG have the option of initiating mediation proceedings before the recognized Swiss Financial Ombudsman Service (FINOS).
Automatic exchange of information (AEOI)
finpension is a reporting financial institution under the Federal Act on the International Automatic Exchange of Information in Tax Matters (AIAG). To the updated list of Switzerland’s partner states of the Federal Department of Finance (FDF).