As an insurance intermediary please follow the instructions on the following page:
Access to the EHP for insurance intermediaries
The AC is responsible for user administration within the EHP at your institution. This comprises the entry, updating, deletion and certification of users, as well as changing selected master data of the institution. Moreover, the AC allocates the relevant tasks to the persons responsible at the institution in the context of FINMA surveys. The AC acts as an extended arm of FINMA when dealing with support enquiries about the EHP within the institution.
To manage the AC you do not need to re-register on the FINMA portal.
You can find details about the role of the authorisation coordinator in the following document:
If you, as an institution, already have a FINMA licence, recognition, authorization or registration, you can use the form below to report a new AC or delete an existing AC for the EHP. Please note that least one person per institution must be AC.
If the allocated roles of administrative assistants and managers within the institution are to be changed, this can be done within the EHP.