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Who is the quote for?

What would you like a quote for?

Multiple selection possible.

What would you like a quote for?

Insurance

Health insurance Motor vehicle Personal liability and household contents Legal protection Building Travel Valuables Pet Pillar 3a and 3b

Fiduciary services

Tax return

Wealth & investments

Wealth management

Financing

Mortgages Personal loan

What would you like a quote for?

Fiduciary services

Accounting and annual financial statements Payroll accounting VAT Taxes Administration and digital mail Company formation and self-employment

Insurance

Business liability Property insurance and business interruption Accident insurance UVG Daily sickness allowance KTG Occupational pension BVG Vehicles and fleet Legal protection Cyber

Wealth & investments

Investing company liquidity

Financing

Business financing Mortgages for commercial property

Information about your company

Company name *

Legal form *

UID number

Industry and activity *

Registered office (postcode and town) *

Number of employees *

AHV payroll per year (CHF)

Annual turnover (CHF)

A few details about your request

The more precise your information, the better our quote will match. You can leave anything you don't know blank.

Health insurance

Please do not provide any information about your health here. If necessary, we will clarify this with you in person.

Postcode of residence *

Number of people *

Person 1

Year of birth *

Current health insurer

Deductible

Insurance model

Accident cover

YesNoDon't know

Supplementary insurance

Have existing ones reviewedTake out newNot interested

Person 2

Year of birth *

Current health insurer

Deductible

Insurance model

Accident cover

YesNoDon't know

Supplementary insurance

Have existing ones reviewedTake out newNot interested

Person 3

Year of birth *

Current health insurer

Deductible

Insurance model

Accident cover

YesNoDon't know

Supplementary insurance

Have existing ones reviewedTake out newNot interested

Person 4

Year of birth *

Current health insurer

Deductible

Insurance model

Accident cover

YesNoDon't know

Supplementary insurance

Have existing ones reviewedTake out newNot interested

Person 5

Year of birth *

Current health insurer

Deductible

Insurance model

Accident cover

YesNoDon't know

Supplementary insurance

Have existing ones reviewedTake out newNot interested

Person 6

Year of birth *

Current health insurer

Deductible

Insurance model

Accident cover

YesNoDon't know

Supplementary insurance

Have existing ones reviewedTake out newNot interested

Motor vehicle

Vehicle type *

Make and model *

First registration (year) *

List price incl. accessories (CHF)

Kilometres per year *

Desired cover *

Main driver's date of birth *

Driving licence since (year) *

Claims in the last 5 years *

Current insurer and policy expiry

Personal liability and household contents

Living situation *

RentedOwned

People in the household *

Number of rooms *

Sum insured for household contents (CHF)

Value of all items in the household, if known

Liability sum

Additional cover

Theft away from homeGlass breakage

Current insurer and policy expiry

Legal protection

Area *

Private legal protectionTraffic legal protection

For whom *

IndividualFamily or household

Existing insurance

Building

In most cantons, your building is insured against fire and natural hazards with the cantonal building insurance. We check the useful additions for you.

Property type *

Canton *

Year of construction

Building insurance value (CHF)

Desired cover

Building water damageGlass breakageEarthquakeBuilding liabilityAdvice requested

Travel

For whom *

IndividualFamily or household

Desired benefits *

Cancellation costsPersonal assistanceMedical costs abroadTravel luggage

Trips per year

Existing cover, e.g. via credit card

Valuables

Items *

JewelleryWatchesArtMusical instrumentsPhoto and electronicsOther

Total value approx. (CHF) *

Description

Pet

Type of animal *

DogCat

Breed

Animal's date of birth *

Desired cover *

AccidentAccident and illnessAdvice requested

Pillar 3a and 3b

Interest *

Pillar 3aPillar 3bAdvice requested

Date of birth *

Employment status *

Desired amount per year (CHF)

Goals

Save taxesProtect the familyHome ownershipBuild wealthPlan retirement

Existing pension solutions

Tax return

Tax year *

Canton of residence *

Marital status *

Children

Income from *

EmploymentSelf-employmentPensionOther

Real estate *

YesNo

Securities or cryptocurrencies *

YesNo

Subject to withholding tax

YesNoDon't know

Fiduciary services

Receipts per month *

VAT *

Accounting software

Number of salary recipients *

Collective labour agreement in place

YesNoDon't know

Current solution

Done in-houseOther fiduciaryNewly founded

Desired start

Insurance

Business liability

Liability sum

Activities or exports abroad

YesNo

Property insurance and business interruption

Value of inventory and goods (CHF)

Include business interruption

YesNoAdvice requested

Accident insurance UVG

Supplementary UVG insurance wanted

YesNoAdvice requested

Daily sickness allowance KTG

Waiting period

Occupational pension BVG

Current pension fund

Vehicles and fleet

Number of vehicles *

Vehicle types

Cyber

Customer data or online shop on the internet

YesNo

Current insurers and expiry dates

How can we reach you?

Title

First name *

Last name *

Position in the company

Email *

Phone *

Street and no.

Postcode and town *

Preferred contact method *

EmailPhone

Availability

MorningAfternoonEvening

Upload documents

e.g. current policy or last tax return. PDF, JPG, PNG, max. 5 files, max. 10 MB each

Comments

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Request a quote

Who is the quote for?

What would you like a quote for?

Insurance

Fiduciary services

Wealth & investments

Financing

Fiduciary services

Insurance

Wealth & investments

Financing

Information about your company

A few details about your request

Health insurance

Motor vehicle

Personal liability and household contents

Legal protection

Building

Travel

Valuables

Pet

Pillar 3a and 3b

Tax return

Fiduciary services

Insurance

Business liability

Property insurance and business interruption

Accident insurance UVG

Daily sickness allowance KTG

Occupational pension BVG

Vehicles and fleet

Cyber

How can we reach you?