EHP support: Frequently asked questions and user manuals
Release notes and new features
FINMA’s survey and application platform (EHP) is being developed on an ongoing basis. FINMA conducts regular updates (releases) and adds new features in order to improve the scope of use, transparency and user-friendliness of the application. The release notes and new features for the EHP can be found on this page.
Initial steps, frequently asked questions
FINMA uses the web-based survey and application platform (EHP) for digital exchanges with supervised institutions. Here you will find answers to questions concerning the initial steps when using the EHP.
Roles and authorisations in the EHP
The survey and application platform (EHP) comprises various roles, authorisations and tasks for the institutions and individuals that use it. This page provides answers to questions concerning these functions.
Surveys and submissions in the EHP
Financial intermediaries (FIs), audit firms (AFs) and supervisory organisations (SOs) will find below key information for the handling of surveys and submissions in the survey and application platform (EHP).
Information for audit firms and supervisory organisations concerning submissions and surveys in the EHP
Audit firms (AFs) and supervisory organisations (SOs) can be involved directly or indirectly with both submissions and surveys on the survey and application platform (EHP). Specific features for AFs and SOs are explained below.
Chart of accounts-based survey
The Swiss Financial Market Supervisory Authority FINMA uses the survey and application platform (EHP) to collect supervisory data from insurance companies in a chart of accounts-based survey.
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User manuals
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