A Swiss SRO is the Swiss Knife of financial licenses as it can do more under one permission than any other equivalent EU license. Please find our latest offer for a Swiss Sro for Sale do not hesitate to contact me at connect@fintechsetup.com for more information.
Please find our offer for a ready-made SRO
| Item | |
| Company Type | AG |
| Year of Incorporation | 2019 |
| Place of Incorporation | ZUG |
| Bank Account | Swissquote Bank We can assist with opening with other banks |
| Self-Regulated Organization/Finma Supervision | YES |
| Supervised by SO-FIT Geneva | YES |
| Financial Services Covered by the Permission
| |
| Asset Management | Yes: Up to 20 clients and 5,000,000 CHF of asset under Management – can take investment or disinvestment decisions at his/her own discretion. Can be upgraded to Finma Portfolio license in 8/10 months for AM business without limit |
| Financial Advisor | Yes: Investment Advisor can provide investment advice but cannot take the investment or disinvestment decisions at his/her own discretion no limitation as to number of client or value of investment. |
| Crypto Exchange | Yes: crypto vs crypto or crypto vs fiat or crypto vs precious metal or commodities |
| Crypto Wallet | Yes: Non-Custodial Wallet or Cold Storage |
| Provides services related to payment transactions | Yes: by carrying out electronic transfers on behalf of other persons, or who issue or manage means of payment such as credit cards and travellers’ cheques etc.. |
| Carries out credit transactions | Yes: in relation to consumer loans or mortgages, factoring, commercial financing or financial leasing |
SALE AND PURCHASE PRICE | 359,000 CHF |
Please find our latest offer for a Swiss Sro for Sale do not hesitate to contact me at connect@fintechsetup.com for more information.
