Legal information

FINMA Registration No 27132 PDF 

Information required pursuant to Insurance Supervision Act, Article 45

As of the first contact, insurance intermediaries must inform the clients of their identity and address, as well as their contractual relationships with insurance companies and foundations. At the same time, they announce the person who can be held liable for negligence, errors or incorrect information. Quotations and documents must contain information about the nature of an offer and the name of the insurance companies or foundations.

Baumassurance SA cooperate with insurance companies, foundations and co-brokers depending on the client's needs. We only cooperate with associate partners who are also registered with the supervisory authority FINMA and fulfil the legal requirements for insurance brokers. Customer data and information will be kept strictly confidential; we are subject to the Data Protection Act. 

Broker mandates

FINMA regulations and cooperation agreements between insurance companies and broker require a mandate from the client. A mandate is not a contract but an assignment to deal with the client's insurance portfolio.  

Mandate for Individuals and Companies Deutsch English Français PDF

Partner companies and foundations

BAUMASSURANCE SA has agreed cooperation contracts with insurers and foundations, the list is not final.

AAA Insurance, AIG, ALLIANZ, ASGA, ASSURA, AVANEA, AXA, BALOISE, CAP, CHARTIS, CHUBB, CSS, DAS, DEXTRA, ELIPSLIFE, ERV Europäische, EXFOUR, GENERALI, GROUPE MUTUEL, HDI GERLING, HELVETIA, INNOVA, IBC Broker, LIBERTY, MOBILIAR, PAX, PKG, PROFOND, SOS EVASAN, SWICA, SWISSCANTO, SWISSCARE CH/FL, SWISSLIFE, TRANSPARENTA, TRIKOLON, ZURICH, ....