Swiss Regulatory Reporting
FINMA Datenerhebung
Consistent FINMA reporting for insurers across SST, tied assets, and fund look-through transparency — backed by deep Swiss regulatory expertise.
Supporting Swiss insurers through long-term partnerships
CHF Swiss insurance assets reported
Datenerhebung reporting since
Alignment between SST and AVO
Template Production
Annual production of FINMA template "Datenerhebung" for Swiss insurers, ensuring full compliance with the latest supervision requirements.
Fund Look-Through
We provide fund look-through by integrating portfolio data in Solvency II TPT format and reclassifying positions according to Swiss regulatory standards.
Consistent Reporting across SST and AVO
SST and AVO reports are generated from the same underlying data, including fund look-through — ensuring consistent results across both frameworks.
Fund Risk Assessment under AVO Art. 83
We assess fund risk and eligibility under AVO Art. 83, relevant where fund investments within tied assets exceed regulatory thresholds.
When we are the right fit
High Fund Allocations
Particularly relevant for insurers with significant fund allocations requiring extensive look-through across complex investment portfolios.
SST & AVO Alignment Challenges
Relevant for insurers seeking to streamline SST and AVO reporting through one consistent data foundation.
Trusted Regulatory Partner
Relevant for insurers seeking experienced support in discussions with regulators, auditors, actuaries and other stakeholders on Swiss reporting requirements.
What Swiss insurers need to report annually
FINMA Datenerhebung is the annual reporting framework for Swiss insurers under the revised Insurance Supervision Act and Supervision Ordinance, effective from 1 January 2024. It adds an additional reporting layer on top of existing Swiss Solvency Test (SST) obligations.
We support Swiss insurers in the production of the FINMA Datenerhebung and asset managers with high-quality look-through reporting to their investors.
Swiss Solvency Test
Swiss Solvency Test template production for insurers and asset managers, including fund look-through and FINMA-aligned validations.
Monitoring Tied Assets
Swiss regulatory monitoring solution for insurers requiring continuous tied assets coverage, look-through transparency, and regulatory limit control.
Solvency II TPT
End-to-end Tripartite Template production for funds and mandates, including automated look-through, SCR analytics, and secure delivery to investors.
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