Affiliate to OFS
Affiliations may take place individually or as a group and are subject to affiliation rules. The affiliation fees set forth below are valid for the current calendar year. They are subject to change depending on the actual costs and activities of the foundation.
Individual affiliation fees:
- One-time file constitution fee, CHF 50.00
- Yearly recurring affiliation fee, CHF 300.- from january 1st 2022.
Group affiliation fees take the form of a discount on individual affiliation fees.
In proportions and within limits to be determined by OFS, any surpluses collected on affiliation fees after payment of costs and constitution of reserves may be allocated to a Mediation Support Fund for the benefit of mediations subject to the FinSA completed during the financial year.
Affiliation documentation
Applications for affiliationsAffiliations are then communicated to the Swiss Association of Asset Managers SAAM/ASG/VSV for processing in compliance with the GDPR (General Data Protection Regulation) and the Swiss FADP (Federal Data Protection Act). are to be made using the attached affiliation form. This form must be returned signed by email to contact@ombudfinance.ch and by post to the Foundation’s address.
Download affiliation rules here
