In this activity report, we look back on the 2024 financial year. The fact that we are only publishing it now, with some delay, is due to the very high workload our ombudsman's office experienced at times. The report highlights the issues we focused on in particular, the hurdles we had to overcome and our successes. Our efforts are always focused on our commitment to fair out-of-court solutions that benefit both financial service providers and their clients.
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This report provides you with a comprehen-sive insight into our activities, the associated challenges and the successes we have achieved over the past year. We show how we have created added value for our affiliated financial service providers and their clients through our commitment to amicable, out-of-court dispute resolution. We also address our administrative challenges in this report, as this area takes up a significant proportion of our resources.
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We are pleased to present our activity report for the 2022 financial year. As an independent institution, we have dedicated ourselves to being a trustworthy mediator between clients and financial service providers in the event of disputes. In this report we give you an overview of our activities, challenges and successes in the past year. We show how we have been able to create added value for our affiliated financial service providers and their clients through our constant commitment to amicable, out-of-court dispute resolution.
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The first business year 2020 was mainly char-acterized by the establishment of the om-budsman's office and the initial registration of financial service providers. In the past busi-ness year 2021, personnel resources were increasingly used for the preliminary clarifica-tion of conciliation requests and the conduct of conciliation proceedings. Despite this shift, staff resources continued to be used predom-inantly for administrative activities in 2021. This is due to several factors....
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Finanzombudsstelle Schweiz (FINOS) was one of the first ombudsman services to be recognised by the Federal Department of Finance FDF on 24 June 2020. The first business year was mainly characterised by preparatory development work and activities in connection with the affiliation of financial service providers.
In its first year, the ombudsman's office was only marginally concerned with its future core tasks, namely preliminary clarifications and the conduct of conciliation proceedings...
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Great success With well over 900 affiliated financial companies and their many thousands of client advisers, our ombudsman service has been very well received thanks to a very attractive overall package, maximum transparency on fees, and an affiliation process that takes just one minute. We have achieved our internal target in terms of reach and…
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Important information on the obligation to affiliate with an ombudsman’s office. The State Secretariat for International Finance SIF communicated on 9.11.2020 that only those financial service providers who provide financial services to private clients will have to join an ombudsman’s office. It is important in this context that private clients who are no longer classified…
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BEREITS ÜBER 400 ANGESCHLOSSENE FINANZDIENSTLEISTER Mit grosser Freude teilen wir Ihnen mit, dass sich seit heute bereits mehr als 400 Finanzdienstleister aus dem In- und Ausland unserer Ombudsstelle angeschlossen haben. Unsere wichtigsten Vorteile sind: 1. Einfacher, unbürokratischer Anschluss und online in einer Minute erledigt (keine Unterlagen erforderlich)2. Sehr attraktives und 100% transparentes Gebührenmodell3. Langjährige, praktische…
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Anerkennung durch das Eidgenössische Finanzdepartement EFD Sehr geehrte Damen und Herren Am 1.1.2020 sind in der Schweiz neue Gesetze und Verordnungen bezüglich der Erbringung von Finanzdienstleistungen in Kraft getreten. Neu müssen sich Finanzdienstleister unter anderem einer Ombudsstelle anschliessen. Die gemeinnützige Finanzombudsstelle Schweiz (FINOS) hat die Prüfkriterien des Eidgenössischen Finanzdepartements bestanden und per 24.06.2020 die offizielle…
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Am 1.1.2020 sind in der Schweiz neue Gesetze und Verordnungen (FIDLEG / FINIG) bezüglich der Erbringung von Finanzdienstleistungen in Kraft getreten. Neu müssen sich Finanzdienstleister unter anderem einer Ombudsstelle anschliessen. Die „Finanzombudsstelle Schweiz“ hat die strengen Prüfkriterien des Eidgenössischen Finanzdepartements EFD bestanden und per Verfügung vom 24.6.2020 die offizielle Anerkennung als Ombudsstelle für Finanzdienstleister erhalten. Ihr Anschlussgesuch…
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