You are not yet registered as a customer service representative?
If so, you will need to complete one of our initial registration training and exams, which are available here.
Are your already registered as a customer service representative?
If so, please read the information below.
Registered client advisors must renew their registration every 24 months. The Client Advisor Register will only renew the registration, if the client advisor submits proof to have attended a refresher training recognized by the client advisor register.
This “Client Advisor Registration (Refresher)” training was realized by experts from PricewaterhouseCoopers (PwC) and covers the topics required for the renewal of the registration at a Swiss client advisor register, as required under Financial Services Act (FinSA).
The training can be taken online at any time you wish and is accompanied by course material that can be downloaded. After completing the training, the client advisor receives an attestation which must be submitted to the Client Advisor Register. This attestation is available for download in the client advisor account of the VisionCompliance online shop.
The attestation is recognized by RegServices by BX Swiss AG and other client advisor registers.