Your Security
Your fortune has the right to be well protected.
Security is more than a question of correct strategy. Consequently, we place our work on four pillars. They guarantee transparency and clarity, create confidence and give you a maximum of additional safety measures:
Authorisation
Roccam possesses an official portfolio administration authorisation as well as the fund distribution authorisation of the Swiss Federal Banking Commission (SFBC). For us a matter of course, but a rarity in the industry.
Limited account authority
Another security factor is your personal account with a Swiss bank, mainly at one of our deposit banks. Roccam merely has a limited authority of management at these banks.
Supervision and Regulation
Roccam is connected to the Polyreg, an admitted self-regulation organisation (SRO). It is defeated with their supervision duties. The Polyreg itself is supervised by the Federal Finance Administration. Regular controls and education seminars of the SRO guarantee the correct operations of our business activities.
Insurance
Roccam has subscribed to a liability risk insurance for additional client protection.