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SMI Index 11,842| USD/CHF 0.8921| EUR/CHF 0.9412| SNB Rate 1.00%| Swiss AUM CHF 7.8T| FINMA Licensed 2,800+| SMI Index 11,842| USD/CHF 0.8921| EUR/CHF 0.9412| SNB Rate 1.00%| Swiss AUM CHF 7.8T| FINMA Licensed 2,800+|

Suitability Assessment

Suitability Assessment: Definition and Requirements Under Swiss Law

Definition

A suitability assessment is the process by which a financial service provider evaluates whether a specific financial service or investment …

28 Feb 2026