Legal foundations and standards from everyday advisory work · Every article with its official source
This section collects specialist articles on the legal foundations and standards that shape the daily work of insurance intermediaries in Switzerland. It is written for Swiss insurance brokers and intermediaries, in personal lines as well as commercial lines.
The articles are grouped by subject area. Each tile shows the title, a short summary and the publication date, so that the topic and how current it is are visible before the click.
Every article lists its sources at the end, with the official designation and a link to the primary source. Anything that cannot be substantiated there does not appear in the article. SOTHURA SAFE is the Swiss software platform for insurance advisors and brokers: advice, acquisition, quote comparison, policy analysis and mandates on one platform.
For now, the articles are available in German only.
Registration, information duties and conduct rules under the Insurance Supervision Act: who has to be entered in the register, what must be disclosed before a contract is concluded, and which requirements apply to training and continuing education.
Processing of personal data in advice and documentation: the duties under the data protection act, the contracts with software and cloud providers, and the use of automated analysis.
SOTHURA SAFE GmbH, Wassergasse 5, 4573 Lohn-Ammannsegg, Canton of Solothurn. Registered in the commercial register of the Canton of Solothurn, UID CHE-429.131.582. Management is held by Silvio Siegenthaler and Michel Di Vito, joint signature by two. The full provider identification is set out in the legal notice.