Fiduciary Service in Switzerland

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DBG change put on ice due to coronavirus
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DBG change put on ice due to coronavirus

The referendum on increasing the tax deduction for third-party child care scheduled for May 17, 2020, was postponed due to the coronavirus. The vote is intended to promote the compatibility of career and family, but is criticized by the SP, GLP, and Greens.
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We congratulate you on receiving the EXPERTsuisse diplomas!
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We congratulate you on receiving the EXPERTsuisse diplomas!

Dario Bellini, Martin Roos, and Benjamin Vögele from Findea AG received diplomas from EXPERTsuisse in Bern. They specialize in auditing, fiduciary services, and certified fiduciary services.
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Interview with Thomas Gerber, head of pensions at AXA Switzerland: Switching from full insurance to the partially autonomous world
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Interview with Thomas Gerber, head of pensions at AXA Switzerland: Switching from full insurance to the partially autonomous world

AXA Switzerland is replacing full insurance with partially autonomous insurance solutions, which are more attractive due to better return opportunities and more favorable premiums. The new solutions offer fewer guarantees, but higher returns and more flexible investment strategies.
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Switzerland is deepening its cooperation with Hong Kong in financial matters.
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Switzerland is deepening its cooperation with Hong Kong in financial matters.

On 23.01.2018, Federal Councillor Maurer met with Hong Kong's Chief Executive Lam to deepen financial cooperation. During this meeting, they signed three MoUs to promote the finance and fintech sectors.
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Start of the consultation on the implementation of the recommendations of the Global Forum
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Start of the consultation on the implementation of the recommendations of the Global Forum

The Federal Council launched a consultation on the implementation of the Global Forum recommendations to convert bearer shares into registered shares and introduce a sanction system. These measures enhance transparency and information exchange against tax evasion.
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Electronic commerce
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Electronic commerce

Digitalization requires authentic documents, where digital signatures are not mandatory but ideal. Business documents must be archived clearly and verifiably according to proper accounting.
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New Payment Transactions - Part 4: Software Adjustments - How Far Are the Software Providers?
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New Payment Transactions - Part 4: Software Adjustments - How Far Are the Software Providers?

The Swiss payment systems are being standardized, which necessitates comprehensive software adjustments. Software manufacturers have already begun making adjustments and are offering ISO-20022-compliant solutions.
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New Payment Transactions – Part 3: The Timeline
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New Payment Transactions – Part 3: The Timeline

Switzerland is renewing its payment transactions, with important phases of the transition ending by 2018 and 2020. Financial institutions must implement new standards, including a QR code-based payment slip from 2020.
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New Payment Transactions – Part 2: Who is Affected?
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New Payment Transactions – Part 2: Who is Affected?

The payment transactions in Switzerland are being renewed, affecting financial institutions, businesses, software manufacturers, and individuals. The conversion includes adjustments to ISO 20022, IT systems, and simplification through IBAN and QR codes.
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