Application for admission as a new sub-broker in the capacity of a legal entity or sole proprietorship with HR entry
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Company name
*
Legal form
*
Public limited company
Limited liability company
General partnership
Sole proprietorship with HR entry
Limited partnership
Seat of the company
*
Address Line 1
City
State / Province / Region
Website
Name of the applicant
*
First
Last
Salutation of the applicant
*
Mr.
Ms.
Not defined
Function within the company
*
E-mail of the applicant
*
Priority telephone number of the applicant
*
Account holder
*
IBAN number for compensation payments
*
FINMA Register Number
*
Costs
Licensing costs for the connection:
ABES Group AG© works with the CRM software from BAYO. The connection of at least one account (annual license for 1 user) is usually a prerequisite for cooperation.
These costs may vary in the future and depend on the conditions of the individual providers.
BAYO Onboarding and License Initialization
*
Price:
CHF1,000.00
This fee is incurred only once.
Costs for BAYO annual license per user
*
1 BAYO annual license - CHF769.80
2 BAYO annual licenses - CHF1,539.60
3 BAYO annual licenses - CHF2,309.40
4 BAYO annual licenses - CHF3,079.20
5 BAYO annual licenses - CHF3,849.00
6 BAYO annual licenses - CHF4,618.80
7 BAYO annual licenses - CHF5,388.60
8 BAYO annual licenses - CHF6,158.40
9 BAYO annual licenses - CHF6,928.20
10 BAYO annual licenses - CHF7,698.00
> 10 BAYO annual licenses: special conditions by arrangement - CHF0.00
Costs for the creation of an electronic, individualized broker mandate
ABES Group AG© works with electronic mandate templates when processing mandates. If required, this mandate can also be created in the CI/CD of the sub-broker.
The one-off costs amount to CHF 1,200 and also include regular maintenance and adaptation to new regulatory requirements.
Individualized, digital mandate
*
Not requested (The use of the digital standard mandate is requested)
Creation of a digital, individualized broker mandate
This fee is incurred only once.
Total license costs in the first year (incl. one-off activation fee and, if applicable, the creation of a separate mandate)
*
CHF0.00
Documents, which must be submitted electronically or can be uploaded below
*
Company logo (vectorized if possible)
HR Register entry
FINMA register excerpt
Extract from the company's debt collection register (not older than 1 month)
Extract from the debt collection register of the authorized signatories (not older than 1 month)
Extract from the criminal record of the authorized signatory (not older than 1 month)
Proof of insurance coverage of the BH3 policy of the insurance company.
The last four items must be submitted in order for the application to be reviewed. Please use the following account for this purpose:
hr@abes.ch