Regulatory

 

IMM Wealth Management, Zug is a member of the Swiss Self-Regulatory Organization PolyReg and as such, is subject to its rules of professional and ethical conduct.

In addition, IMM Wealth Management has assumed the professional standards of PolyAsset, which have been reviewed and approved 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.