18 August 2026, 12:17 PM
We welcome you to the Swiss Insurance Advisory Forum, where individuals come for insurance-related consultations and regulations. This site is created for Corporate Risk Managers, Independents, HR Compensation Authorities, be it a consultation or coverage in question, the visitors will find detailed information on how the Swiss finance works. The Swiss multi-pillar social security scheme and the private coverage market offer something unique while it comes to making financial decisions for companies and residents alike. Whether it is about corporate employee benefits evaluations (BVG/LPP pension scheme and KVG/UVG accident and sickness coverage) or personal tax efficient savings to be made (Pillar 3a/3b), high-class insurance consulting makes a difference. The discussion of the above topics among experts of the industry makes it all worthwhile.
Understand how the Swiss Financial Market Supervisory Authority (FINMA) is about to impact the regulatory and legal environment within the country, learn the ongoing trends in ESG and the climate risk compliance standards as well as find out how AI and InsurTech are changing the face of modern policy management.
The insurance sector in Switzerland requires meticulous analysis because standard insurance policy purchasing is not enough. The industry is heavily regulated by the FINMA, HAS high standards of living, and also functions with minimal regulations on the cantonal level. Therefore, in order to get a maximally effective insurance coverage, it is vital to engage professional consultants. The conversion of compulsory social insurance and optional private insurance has become a place where consulting becomes essential, as one can assure that every franc used for insurance provides maximum security.
The platform combines rigid legal requirements with effective implementation of the services offered. Companies get the necessary information оn how to negotiate group underwriting, how to limit executive liability, and how to develop proper captive insurance. At the same time, private customers and foreigners find simple solutions to the questions connected with the Canadian health insurance system, asset protection, and life insurance. By supporting open discussions and exchanging ideas, we provide you with the needed information to understand complicated Swiss insurance system and develop the best suitable scheme for you.
Nevertheless, one has to be particularly careful in being compliant with the structure of the Swiss PPLI. Adherence to the rules regarding investor control (i.e. making sure that the policyholder is not in charge of decisions about daily investment choices) and particular local rules about diversification of investments is essential if one intends to have tax advantages of such arrangements. In addition, with tightening global tax transparency, it becomes crucial to match the PPLI structure with the tax residency of both current and future policyholders.
Whether you are considering Swiss PPLI to optimize your yields from alternative investments, making the plans for relocating abroad, or structuring an asset legacy, the forum will have everything you need to get specialized advice on carrier selection, pricing, legal processes, and real asset allocation practice.