When contacted by a person registered in the intermediary portal (FINMA register), please be sure to ascertain the identity of such person carefully. Do the details match those in the public FINMA register? Particular caution should be exercised in the case of foreign telephone numbers and if the insurance intermediary offers other financial services as well as the intermediation of insurance products. These may, for example, include asset management, investment advice, investments in cryptocurrencies or the like. Registration as an insurance intermediary does not automatically include authorisation for the intermediation of other financial services.
Please also take note of the tips for protecting yourself against investment fraud and the FINMA warning list. The warning list contains companies and individuals who may be engaging in activities requiring authorisation on the financial market without authorisation. Please obtain full information before responding to any offer and contact FINMA if you are unsure.