The exclusive professional liability insurance for financial service providers

Client advisors of non-FINMA supervised Swiss or foreign financial service providers having clients in Switzerland must generally register with the Swiss client advisor registry under the Swiss Financial Services Act. One of the key requirements for entry is the conclusion of a professional liability insurance with sufficient coverage.


We have created a very attractive insurance product that meets all the legal requirements and your needs – and all of that at very attractive terms!

This insurance product can exclusively be purchased through GEA


  • Attractive premia, exclusively for selected financial service providers
  • Low deductible
  • Coverage of personal damage, property damage, and financial loss
  • Protection against financial damage arising from liablity claims
  • Defection of unjustified claims
  • Business liability insurance included
  • Comprehensive coverage including multiple additional services
  • Uncomplicated claims settlement on site

Download the legal regulation

The obligation of liability insurance for customer advisors

No.Client advisors Insurance coverage Deductible Annual premium incl. 5% stamp tax Application- form
1 VS CHF     500’000 CHF   5’000 CHF      940 Application PDF
2 – 4 VS CHF   1’500’000  CHF   5’000 CHF   2’500 Application PDF
5 – 8 VS CHF   3’000’000 CHF   5’000 CHF   5’600 Application PDF
9 – 12 VS CHF 10’000’000 CHF 20’000 CHF 14’000 Application PDF


Included additionl coverages according to the general insurance terms: Sublimits:
Protection against criminal law

50% Insurance coverage, max.

CHF  500‘000

Liability for dishonest employees CHF    50’000
Legal protection insurance in case of investigations CHF  250’000
Loss of foreign documents CHF  250’000
Reputational costs CHF  250’000

Director and officer insurance with third parties (lump sum) *

*Coverage in case of insurance brokers not included.

50% of insurance coverage, max.

CHF 1‘000‘000

(only covered if no seperate D&O insurance)

Breach of personal and intellectual property rights CHF  250’000
Emergency costs CHF    50’000
Compensation as witness (no deductible)

CHF 750 per day on which a natural person is interrogated at court


Legal protection in supervisory or administrative procedures

50% of insurance coverage max.

CHF   500‘000

Co- insurance of personal and property damage

CHF 3‘000‘000


(with deductible- of CHF 300 for property damage)

Cyber CHF  250’000



Please complete and sign the Application

Send it by Email to:

Alternatively, send it by mail to: GEA, Ringgasse 1, 9452 Hinterforst, Switzerland


Gerne helfe ich Ihnen weiter!

Unsere Leidenschaft ist es, die optimale Absicherungsstrategie für Ihr Leben zu entwickeln – damit Sie sich entspannt und sorglos Ihren persönlichen Leidenschaften widmen können.

Sie wollen Ihr Leben geniessen? Dann lassen Sie uns das tun, was wir am liebsten machen. Wir übernehmen gerne alle Abklärungen für Sie und beraten Sie mit einer individuellen, für ihren Lebensabschnitt optimierten Lösung.

James Mock

+41 71 755 80 77