We begin with a thorough consultation to understand your business needs and objectives. We assess whether SRO membership is necessary and beneficial for your specific situation.
Not yet established in Switzerland? No problem – we organise everything for you from one source, including company incorporation, domicile services and board of directors.
Our team will handle all the paperwork, including completing forms, drafting necessary letters, and preparing as well as obtaining legal opinions if required. We ensure that every document is accurately prepared and tailored to meet SRO requirements.
Once all documents are ready, we provide you with a comprehensive application packet. You simply review and sign, and we take care of submitting the application to the SRO on your behalf.
We support you through the SRO interview process, including any follow-up rounds if necessary.
Our experts will be by your side, offering guidance and assistance to help you navigate this crucial step.
Once your membership is confirmed, we assist in establishing a robust compliance framework to ensure ongoing compliance and regulatory adherence.
For a detailed overview of the Swiss SRO membership framework, requirements, and its relevance for financial intermediaries, visit our Swiss SRO Membership Guide.
Ready to streamline your compliance journey? Contact us today for a non-binding consultation. Let Gecko Compliance AG support your business with tailored solutions that meet your unique needs.
