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Are you interested in an active membership with SRO affiliation in the SAAM?
Then send your membership application, including the required annexes, to the regional office in your area (Zurich, Lugano or Geneva).
Along with submission of the membership application, you must pay a one-time processing fee and upon admission to the Association, a one-time admission fee (see page 6 of the "Membership Application for Active Membership with SRO affiliation" form".
The annual membership fee for active membership is set annually for the following year by the Members' Meeting. If a member is admitted to the Association in the second half of the year, then only half the annual membership fee must be paid.
The following documents are to be submitted with the membership application:
Documents concerning applicant:
Documents concerning the individuals in charge
(Executive board and board of director's members, the person in charge of the prevention of money laundering and his/her representative)
After the SAAM has received the complete membership application, including all required annexes, they will be provided to Board for their decision. There exists no entitlement to admission to the Association.
In the canton of Ticino, also required for professional practice as a financial intermediary or trustee (fiduciario commercialista, di fiduciario immobiliare e di fiduciario di finanziario) entailing the billing of third parties, is a permit from the cantonal supervisory authorites (Autorità di vigilanza sulle professioni di fiduciario, Via dei Gaggini 1, 6500 Bellinzona).
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