Customers
Manage your customers and their compliance requirements.
| Name | Contact Person | Added Date | Status | Documents | ||
|---|---|---|---|---|---|---|
| Alpine Capital | Martin Schneider | m.schneider@alpinecapital.ch | 6/12/2025 | Complete | 5 | |
| Global Investments | Sarah Weber | s.weber@globalinvest.ch | 6/10/2025 | Pending | 3 | |
| Palomar Asset Management | Jonas Herrli | j.herrli@palomar-am.ch | 6/18/2025 | Pending | 8 | |
| Zurich Wealth | Thomas Müller | t.mueller@zurichwealth.ch | 6/8/2025 | Complete | 6 | |
| Lucerne Finance | Anna Keller | a.keller@lucernefinance.ch | 6/5/2025 | Complete | 4 |
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