Apply for access to the EHP without a FINMA licence

In order to apply for a FINMA licence, you need access to the EHP via self-registration. Self-registration applies to the following forms of authorisation:

• Bank
  
• Securities firm
  
• Portfolio managers
  
• Trustees
  
• Managers of collective assets
  
• Representatives of foreign collective investment schemes
  
• Fund management companies
  
• Representation (FinIA)
  
• Investment company with variable capital (SICAV)
  
• Limited partnership for collective investment schemes
  
• General partners of a limited partnership for collective investment schemes
  
• Foreign bank representative office
  
• Foreign bank branch office
  
• Foreign securities firm representative office
  
• Foreign securities firm branch office
  
• Representation of foreign trustees
  
• Representation of foreign portfolio managers
  
• Representation of foreign managers of collective assets

If you wish to apply for another form of authorisation (e.g. as an insurer or financial market infrastructure), please follow the detailed instructions under Authorisation.

The EHP is accessible via the FINMA portal. In order to apply for a FINMA licence via the EHP you need to register once on the FINMA portal.

You already have access to the FINMA portal

If you already have access to the FINMA portal, sign in with your login and register your institution. To do this, use the tile for self-registration on the FINMA portal (Apply for Access) and follow the instructions.

Go to the login on the FINMA portal

You do not yet have access to the FINMA portal

If you do not yet have access to the FINMA portal, request it using the link below. After you fill in the form you will receive a confirmation email from portaladmin@finma.ch to the email address you provided. Open the link in the email and complete the registration. Then log on to the FINMA portal and submit your application via the self-registration tile (User data).

Go to registration on the FINMA portal