IMM Wealth Management AG is licenced as a Portfolio Manager in accordance with Article 17, Paragraph 1 of the Financial Institutions Act, FinIA.
In addition, IMM Wealth Management AG is subject to the supervision of the Swiss Supervisory Organization FINcontrol Suisse Ltd., which has been authorized to supervise Portfolio Managers by the Swiss Financial Market Supervisory Authority (FINMA).
Finally, we are a member of the Financial Services Ombudsman Association (OFD), Bleicherweg 10, 8002 Zurich, recognized ombudsman of the federal Finance department according to Art. 84 para. 1 FinSA.
FINSA INFORMATION BROCHURE
To view the most up-to-date FinSA information brochure please click here.
If you have any questions, please contact us.