Access to the EHP for insurance intermediaries

All untied insurance intermediaries require access to FINMA’s survey and application platform (EHP) in order to register for the first time.

One-time registration on the FINMA portal

The survey and application platform is accessible via the FINMA portal. In order to apply for FINMA registration via the EHP you need to register once on the FINMA portal. If you already have access to the FINMA portal, you can skip this step.

Click on the “Go to registration on the FINMA portal” link below and complete the “User data” form.

You will then receive a confirmation email sent to the email address you provided – preferably a private one. Copy the code and complete registration according to the instructions in the portal. A step-by-step guide can be found in the document below entitled “Registration of insurance intermediaries”.

Go to registration on the FINMA portal

Registration of insurance intermediaries

Requesting EHP access

Log in to the FINMA portal with your new login. Submit your application for registration on the EHP via the “Request access” tile.

Once your details have been successfully checked, you will receive confirmation by email within a few working days. You will then be able to log in to the FINMA portal and access the documents and forms provided there.

Please observe the step-by-step guide in the document linked below for this.

Further information about the new regulation of insurance intermediaries

The key information about the regulation of insurance intermediaries, useful links and further details can be found on this page. You can also register here for a free MyFINMA subscription and stay abreast of the latest changes.