Swiss FinTech Compliance Guides

In-depth resources from FinSchild, the Zurich-based RegTech platform helping Swiss wealth managers and FinTech startups navigate FINMA, AML/KYC, FADP, ESG, and AI governance requirements.

FINMA

FINMA Circular 2023/1: Operational Risk Management for Swiss FinTech

A practical guide to governance frameworks, incident reporting, and resilience requirements under FINMA Circular 2023/1 for banks and FinTech firms.

~8 min read

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AML/KYC

AML/KYC Compliance Requirements for Swiss FinTech Startups

Customer onboarding, transaction monitoring, SRO obligations, and a go-live checklist for startups entering the Swiss financial market.

~8 min read

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FADP

FADP Data Protection Compliance for Swiss Financial Services

How the revised Swiss Federal Act on Data Protection applies to financial institutions: data mapping, consent, and cross-border transfers.

~8 min read

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ESG

ESG Reporting Requirements for Swiss Wealth Management

Climate-related disclosures, SFDR alignment, and client reporting obligations for Swiss portfolio managers and wealth advisors.

~8 min read

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AI

FINMA AI Governance Guidance for FinTech Compliance

Implementing FINMA Guidance 08/2024: model risk management, explainability, and governance controls for AI in financial services.

~8 min read

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RegTech

Swiss RegTech: Automated Compliance and FINMA Reporting

How RegTech platforms automate regulatory reporting, integrate with core systems, and deliver measurable ROI for Swiss compliance teams.

~8 min read

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FINMA

FINMA FinTech License Application Guide for Switzerland

Licence types, capital requirements, organisational setup, application timeline, and checklist for entering the Swiss financial market.

~8 min read

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CISA

CISA Compliance for Swiss Portfolio Managers

Collective Investment Schemes Act obligations: fund documentation, portfolio oversight, valuation, and client protection requirements.

~8 min read

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Cyber

Cyber Security Compliance for Swiss Financial Institutions

FINMA cyber risk expectations, incident response, penetration testing, and integration with operational resilience frameworks.

~8 min read

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Outsourcing

FINMA Outsourcing and Third-Party Risk Management

Circular 2018/3 requirements for cloud vendors, KYC providers, and critical outsourcing: due diligence, contracts, and monitoring.

~8 min read

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Crypto

Swiss Crypto and Digital Asset FINMA Compliance

VASP registration, AML for crypto, custody rules, token classification, and DLT trading facility requirements in Switzerland.

~8 min read

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SRO

FINMA SRO Audit Preparation for Financial Intermediaries

Pre-audit checklist, common SRO findings, document retention requirements, and remediation best practices for Swiss firms.

~8 min read

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