Business plan

The business plan for your authorisation

The business plan is focused on future projections of revenues and expenses of the company. Furthermore, the management and operational structure of the company is illustrated, as well as current and future activities. It is an essential document to address attached to the application to authorization to FINMA as financial institution (individual asset manager, trustee, collective asset manager, direction of funds or securities firms).

How it works

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Charge your account (only for paid services).

Download the contract in Word format and fill it in according to your needs.

Contact us if you need support from a lawyer to complete the document.

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