{"id":6869,"date":"2025-05-06T16:52:15","date_gmt":"2025-05-06T14:52:15","guid":{"rendered":"https:\/\/legal12tablesavocats.ch\/?page_id=6869"},"modified":"2026-03-17T10:41:42","modified_gmt":"2026-03-17T09:41:42","slug":"financial-intermediary-zurich","status":"publish","type":"page","link":"https:\/\/legal12tablesavocats.ch\/en\/financial-intermediary-zurich\/","title":{"rendered":"Your Financial Intermediary in Zurich"},"content":{"rendered":"<style>.elementor-6869 .elementor-element.elementor-element-11a0e67d > .elementor-container{min-height:400px;}.elementor-6869 .elementor-element.elementor-element-11a0e67d:not(.elementor-motion-effects-element-type-background), .elementor-6869 .elementor-element.elementor-element-11a0e67d > .elementor-motion-effects-container > .elementor-motion-effects-layer{background-color:var( --e-global-color-accent );}.elementor-6869 .elementor-element.elementor-element-11a0e67d > 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.elementor-widget-container{padding:0px 0px 0px 0px;}.elementor-6869 .elementor-element.elementor-element-e7d0ccc{padding:20px 20px 20px 20px;}.elementor-6869 .elementor-element.elementor-element-1e498882{margin-top:0px;margin-bottom:30px;padding:20px 20px 20px 20px;}}@media(min-width:1025px){.elementor-6869 .elementor-element.elementor-element-11a0e67d > .elementor-background-overlay{background-attachment:fixed;}}<\/style>\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"6869\" class=\"elementor elementor-6869 elementor-6861\" data-elementor-post-type=\"page\">\n\t\t\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-11a0e67d elementor-section-height-min-height elementor-section-boxed elementor-section-height-default elementor-section-items-middle\" data-id=\"11a0e67d\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t\t<div class=\"elementor-background-overlay\"><\/div>\n\t\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-7212a578\" data-id=\"7212a578\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap\">\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-380c3779 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"380c3779\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-7db1d1f1\" data-id=\"7db1d1f1\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-5e3b86b1 elementor-widget elementor-widget-text-editor\" data-id=\"5e3b86b1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p data-start=\"538\" data-end=\"816\">At the <a href=\"https:\/\/legal12tablesavocats.ch\/en\/\">Swiss law firm <\/a><strong data-start=\"560\" data-end=\"598\">Legal XII Tables Avocats in Zurich<\/strong>, Me Lionel Patrick Serex is registered with the Self-Regulatory Organisation of the Swiss Bar Association (SRO SBA\/FSN) as a <strong data-start=\"724\" data-end=\"760\">financial intermediary in Zurich<\/strong>, subject to the Swiss Anti-Money Laundering Act (AMLA).<\/p><p data-start=\"818\" data-end=\"1095\">As an <strong data-start=\"824\" data-end=\"855\">AMLA (LBA) lawyer in Zurich<\/strong> and <strong data-start=\"860\" data-end=\"894\">financial intermediary OAR-FSA<\/strong>, Me Serex supports both corporate and private clients in sensitive financial operations, ensuring full compliance (KYC), security, and confidentiality, including through <strong data-start=\"1065\" data-end=\"1094\">escrow accounts in Zurich<\/strong>.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-7ea46c29 elementor-widget elementor-widget-button\" data-id=\"7ea46c29\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/legal12tablesavocats.ch\/en\/e-service\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Contact a Financial Intermediary<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-e7d0ccc elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"e7d0ccc\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-2e2e1a56\" data-id=\"2e2e1a56\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-3c82970d elementor-widget elementor-widget-heading\" data-id=\"3c82970d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">What is a Financial Intermediary?\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-22119c8e elementor-widget elementor-widget-text-editor\" data-id=\"22119c8e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p data-start=\"1187\" data-end=\"1380\">Under the AMLA, a financial intermediary is a person who, on a professional basis, accepts, holds in safe custody, or assists in the investment or transfer of assets belonging to third parties.<\/p><p data-start=\"1382\" data-end=\"1578\">Based on this official authorization, Me Lionel Patrick Serex \u2013 <strong data-start=\"1446\" data-end=\"1482\">financial intermediary in Zurich<\/strong> \u2013 provides secure, transparent, and compliant services aligned with Swiss regulatory standards.<\/p><p data-start=\"1580\" data-end=\"1766\">As an <strong data-start=\"1586\" data-end=\"1613\">escrow lawyer in Zurich<\/strong>, he acts as a trusted third party in complex transactions, notably through <strong data-start=\"1689\" data-end=\"1718\">escrow accounts in Zurich<\/strong>, ensuring proper execution and risk mitigation.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-26aafb7c elementor-widget elementor-widget-heading\" data-id=\"26aafb7c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">What Type of Financial Intermediation Do We Offer?\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-70f7df23 elementor-widget elementor-widget-text-editor\" data-id=\"70f7df23\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p data-start=\"1835\" data-end=\"1948\">Our firm acts as an <strong data-start=\"1855\" data-end=\"1902\">OAR escrow financial intermediary in Zurich<\/strong> and provides services in the following areas:<\/p><ul data-start=\"1950\" data-end=\"2353\"><li data-start=\"1950\" data-end=\"2015\"><p data-start=\"1952\" data-end=\"2015\"><strong data-start=\"1952\" data-end=\"1969\">Asset custody<\/strong>, including secure escrow account structures<\/p><\/li><li data-start=\"2016\" data-end=\"2045\"><p data-start=\"2018\" data-end=\"2045\"><strong data-start=\"2018\" data-end=\"2043\">Investment assistance<\/strong><\/p><\/li><li data-start=\"2046\" data-end=\"2089\"><p data-start=\"2048\" data-end=\"2089\"><strong data-start=\"2048\" data-end=\"2068\">Transfer support<\/strong> (funds and assets)<\/p><\/li><li data-start=\"2090\" data-end=\"2118\"><p data-start=\"2092\" data-end=\"2118\"><strong data-start=\"2092\" data-end=\"2116\">Payment transactions<\/strong><\/p><\/li><li data-start=\"2119\" data-end=\"2213\"><p data-start=\"2121\" data-end=\"2213\"><strong data-start=\"2121\" data-end=\"2164\">Management of escrow accounts in Zurich<\/strong> (real estate, M&amp;A transactions, crypto-assets)<\/p><\/li><li data-start=\"2214\" data-end=\"2302\"><p data-start=\"2216\" data-end=\"2302\"><strong data-start=\"2216\" data-end=\"2274\">Purchase and sale of luxury goods or high-value assets<\/strong>, including company shares<\/p><\/li><li data-start=\"2303\" data-end=\"2353\"><p data-start=\"2305\" data-end=\"2353\"><strong data-start=\"2305\" data-end=\"2351\">Management of complex financial operations<\/strong><\/p><\/li><\/ul><p data-start=\"2355\" data-end=\"2481\">We work with leading Swiss banks (such as UBS and ZKB) to ensure the highest level of fund security and regulatory compliance.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-c0f98d0 elementor-widget elementor-widget-button\" data-id=\"c0f98d0\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/legal12tablesavocats.ch\/en\/e-service\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Contact a Financial Intermediary<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-66c9dac elementor-widget elementor-widget-heading\" data-id=\"66c9dac\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">\ud83d\udd10 Recognized Expertise in Escrow &amp; AMLA Compliance<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b076ef2 elementor-widget elementor-widget-text-editor\" data-id=\"b076ef2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p data-start=\"2548\" data-end=\"2613\">As an <strong data-start=\"2554\" data-end=\"2581\">escrow lawyer in Zurich<\/strong>, Me Serex regularly advises on:<\/p><ul data-start=\"2615\" data-end=\"2746\"><li data-start=\"2615\" data-end=\"2664\"><p data-start=\"2617\" data-end=\"2664\"><strong data-start=\"2617\" data-end=\"2662\">escrow real estate transactions in Zurich<\/strong><\/p><\/li><li data-start=\"2665\" data-end=\"2678\"><p data-start=\"2667\" data-end=\"2678\">M&amp;A deals<\/p><\/li><li data-start=\"2679\" data-end=\"2708\"><p data-start=\"2681\" data-end=\"2708\">crypto-related operations<\/p><\/li><li data-start=\"2709\" data-end=\"2746\"><p data-start=\"2711\" data-end=\"2746\">secure escrow account structuring<\/p><\/li><\/ul><p data-start=\"2748\" data-end=\"2880\">Each mandate is handled in strict compliance with AMLA\/KYC requirements, with the added protection of <strong data-start=\"2850\" data-end=\"2879\">attorney-client privilege<\/strong>.<\/p><hr data-start=\"2882\" data-end=\"2885\" \/><h2 data-start=\"2887\" data-end=\"2943\">\ud83e\udd1d <strong data-start=\"2893\" data-end=\"2943\">Why Choose Legal XII Tables Avocats in Zurich?<\/strong><\/h2><ul data-start=\"2945\" data-end=\"3199\"><li data-start=\"2945\" data-end=\"3016\"><p data-start=\"2947\" data-end=\"3016\">Recognized expertise as a <strong data-start=\"2973\" data-end=\"3014\">financial intermediary Zurich OAR-FSA<\/strong><\/p><\/li><li data-start=\"3017\" data-end=\"3076\"><p data-start=\"3019\" data-end=\"3076\">Direct support from <strong data-start=\"3039\" data-end=\"3074\">Me Serex financial intermediary<\/strong><\/p><\/li><li data-start=\"3077\" data-end=\"3128\"><p data-start=\"3079\" data-end=\"3128\">Secure transaction handling via escrow accounts<\/p><\/li><li data-start=\"3129\" data-end=\"3161\"><p data-start=\"3131\" data-end=\"3161\">Full AMLA \/ FINMA compliance<\/p><\/li><li data-start=\"3162\" data-end=\"3199\"><p data-start=\"3164\" data-end=\"3199\">Presence in <strong data-start=\"3176\" data-end=\"3197\">Zurich and Geneva<\/strong><\/p><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-040398c elementor-widget elementor-widget-button\" data-id=\"040398c\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<div class=\"elementor-button-wrapper\">\n\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/legal12tablesavocats.ch\/en\/e-service\/\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Contact a Financial Intermediary<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t<\/div>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<section class=\"elementor-section elementor-top-section elementor-element elementor-element-1e498882 elementor-section-boxed elementor-section-height-default elementor-section-height-default\" data-id=\"1e498882\" data-element_type=\"section\" data-e-type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-default\">\n\t\t\t\t\t<div class=\"elementor-column elementor-col-100 elementor-top-column elementor-element elementor-element-5aedb3bb\" data-id=\"5aedb3bb\" data-element_type=\"column\" data-e-type=\"column\">\n\t\t\t<div class=\"elementor-widget-wrap elementor-element-populated\">\n\t\t\t\t\t\t<div class=\"elementor-element elementor-element-654739ec elementor-widget elementor-widget-heading\" data-id=\"654739ec\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Key Questions About Financial Intermediation\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-3801320b elementor-widget elementor-widget-n-accordion\" data-id=\"3801320b\" data-element_type=\"widget\" data-e-type=\"widget\" data-settings=\"{&quot;default_state&quot;:&quot;expanded&quot;,&quot;max_items_expended&quot;:&quot;one&quot;,&quot;n_accordion_animation_duration&quot;:{&quot;unit&quot;:&quot;ms&quot;,&quot;size&quot;:400,&quot;sizes&quot;:[]}}\" data-widget_type=\"nested-accordion.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t<div class=\"e-n-accordion\" aria-label=\"Accordion. Open links with Enter or Space, close with Escape, and navigate with Arrow Keys\">\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-9390\" class=\"e-n-accordion-item\" open>\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"1\" tabindex=\"0\" aria-expanded=\"true\" aria-controls=\"e-n-accordion-item-9390\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> What is a financial intermediary? <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-minus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h384c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t\t<span class='e-closed'><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-plus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H272V64c0-17.67-14.33-32-32-32h-32c-17.67 0-32 14.33-32 32v144H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h144v144c0 17.67 14.33 32 32 32h32c17.67 0 32-14.33 32-32V304h144c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-9390\" class=\"elementor-element elementor-element-7db83dfc e-con-full e-flex e-con e-child\" data-id=\"7db83dfc\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-9390\" class=\"elementor-element elementor-element-53f82359 e-flex e-con-boxed e-con e-child\" data-id=\"53f82359\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-ec15f46 elementor-widget elementor-widget-text-editor\" data-id=\"ec15f46\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p class=\"\" data-start=\"1805\" data-end=\"2141\">A financial intermediary is an individual or company that serves as a link between a client and the financial system. This may include investment advisors, wealth managers, fiduciaries, notaries, or insurance brokers. Their role is to help manage, invest, transfer, or safeguard financial assets.<\/p><p class=\"\" data-start=\"2143\" data-end=\"2451\">\u00a0<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-9391\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"2\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-9391\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> Why use a financial intermediary? <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-minus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h384c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t\t<span class='e-closed'><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-plus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H272V64c0-17.67-14.33-32-32-32h-32c-17.67 0-32 14.33-32 32v144H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h144v144c0 17.67 14.33 32 32 32h32c17.67 0 32-14.33 32-32V304h144c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-9391\" class=\"elementor-element elementor-element-7993c19 e-con-full e-flex e-con e-child\" data-id=\"7993c19\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-9391\" class=\"elementor-element elementor-element-67aa0ee7 e-flex e-con-boxed e-con e-child\" data-id=\"67aa0ee7\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t\t\t<div class=\"elementor-element elementor-element-16858efa elementor-widget elementor-widget-text-editor\" data-id=\"16858efa\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p class=\"\" data-start=\"2143\" data-end=\"2451\">Engaging a financial intermediary gives you access to professional advice, helps you avoid costly mistakes, and saves you time. It also opens the door to investment opportunities, wealth management services, or financing solutions that might otherwise be out of reach.<\/p><p class=\"\" data-start=\"2453\" data-end=\"2533\">\u00a0<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-9392\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"3\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-9392\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> What types of financial intermediation are there? <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-minus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h384c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t\t<span class='e-closed'><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-plus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H272V64c0-17.67-14.33-32-32-32h-32c-17.67 0-32 14.33-32 32v144H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h144v144c0 17.67 14.33 32 32 32h32c17.67 0 32-14.33 32-32V304h144c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-9392\" class=\"elementor-element elementor-element-6072860f e-flex e-con-boxed e-con e-child\" data-id=\"6072860f\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-9392\" class=\"elementor-element elementor-element-13093b5 e-con-full e-flex e-con e-child\" data-id=\"13093b5\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-396260ce elementor-widget elementor-widget-text-editor\" data-id=\"396260ce\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p class=\"\" data-start=\"2453\" data-end=\"2533\">There are several types:<\/p><ul data-start=\"2535\" data-end=\"2886\"><li class=\"\" data-start=\"2535\" data-end=\"2606\"><p class=\"\" data-start=\"2537\" data-end=\"2606\"><strong data-start=\"2537\" data-end=\"2559\">Wealth management:<\/strong> advisory or direct management of your assets<\/p><\/li><li class=\"\" data-start=\"2607\" data-end=\"2681\"><p class=\"\" data-start=\"2609\" data-end=\"2681\"><strong data-start=\"2609\" data-end=\"2635\">Credit intermediation:<\/strong> sourcing and negotiating loans or mortgages<\/p><\/li><li class=\"\" data-start=\"2682\" data-end=\"2758\"><p class=\"\" data-start=\"2684\" data-end=\"2758\"><strong data-start=\"2684\" data-end=\"2712\">Tax and estate planning:<\/strong> optimizing taxes and organizing your assets<\/p><\/li><li class=\"\" data-start=\"2759\" data-end=\"2818\"><p class=\"\" data-start=\"2761\" data-end=\"2818\"><strong data-start=\"2761\" data-end=\"2775\">Insurance:<\/strong> finding the best coverage for your needs<\/p><\/li><li class=\"\" data-start=\"2819\" data-end=\"2886\"><p class=\"\" data-start=\"2821\" data-end=\"2886\"><strong data-start=\"2821\" data-end=\"2844\">Fiduciary services:<\/strong> accounting, company formation, and more<\/p><\/li><\/ul>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-9393\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"4\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-9393\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> When should you consult a financial intermediary? <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-minus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h384c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t\t<span class='e-closed'><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-plus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H272V64c0-17.67-14.33-32-32-32h-32c-17.67 0-32 14.33-32 32v144H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h144v144c0 17.67 14.33 32 32 32h32c17.67 0 32-14.33 32-32V304h144c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-9393\" class=\"elementor-element elementor-element-25e41591 e-flex e-con-boxed e-con e-child\" data-id=\"25e41591\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-9393\" class=\"elementor-element elementor-element-1322a65c e-con-full e-flex e-con e-child\" data-id=\"1322a65c\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-4dada87b elementor-widget elementor-widget-text-editor\" data-id=\"4dada87b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p class=\"\" data-start=\"2888\" data-end=\"3189\">It\u2019s advisable when making major financial decisions\u2014like investments, inheritance planning, or real estate purchases\u2014or when you want to optimize your tax or estate situation. It&#8217;s also highly recommended for self-employed individuals and SMEs.<\/p><p class=\"\" data-start=\"3191\" data-end=\"3556\">\u00a0<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t\t<details id=\"e-n-accordion-item-9394\" class=\"e-n-accordion-item\" >\n\t\t\t\t<summary class=\"e-n-accordion-item-title\" data-accordion-index=\"5\" tabindex=\"-1\" aria-expanded=\"false\" aria-controls=\"e-n-accordion-item-9394\" >\n\t\t\t\t\t<span class='e-n-accordion-item-title-header'><div class=\"e-n-accordion-item-title-text\"> How to find a financial intermediary in Switzerland? <\/div><\/span>\n\t\t\t\t\t\t\t<span class='e-n-accordion-item-title-icon'>\n\t\t\t<span class='e-opened' ><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-minus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h384c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t\t<span class='e-closed'><svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-plus\" viewBox=\"0 0 448 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M416 208H272V64c0-17.67-14.33-32-32-32h-32c-17.67 0-32 14.33-32 32v144H32c-17.67 0-32 14.33-32 32v32c0 17.67 14.33 32 32 32h144v144c0 17.67 14.33 32 32 32h32c17.67 0 32-14.33 32-32V304h144c17.67 0 32-14.33 32-32v-32c0-17.67-14.33-32-32-32z\"><\/path><\/svg><\/span>\n\t\t<\/span>\n\n\t\t\t\t\t\t<\/summary>\n\t\t\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-9394\" class=\"elementor-element elementor-element-6d007088 e-flex e-con-boxed e-con e-child\" data-id=\"6d007088\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div role=\"region\" aria-labelledby=\"e-n-accordion-item-9394\" class=\"elementor-element elementor-element-1aea5cd0 e-con-full e-flex e-con e-child\" data-id=\"1aea5cd0\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-66803ddd elementor-widget elementor-widget-text-editor\" data-id=\"66803ddd\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t<div class=\"elementor-widget-container\">\n\t\t\t\t\t\t\t\t\t<p class=\"\" data-start=\"3191\" data-end=\"3556\">Choose a professional affiliated with a recognized supervisory body (such as <strong data-start=\"3327\" data-end=\"3336\">FINMA<\/strong> or a self-regulatory organization like <strong data-start=\"3376\" data-end=\"3384\">ARIF<\/strong>, <strong data-start=\"3386\" data-end=\"3396\">SO-FIT<\/strong>, etc.). Check their credentials and authorizations, and be sure to discuss fees in advance. Personal referrals are also a trusted way to find reliable service.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/details>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t<script type=\"application\/ld+json\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is a financial intermediary?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"A financial intermediary is an individual or company that serves as a link between a client and the financial system. This may include investment advisors, wealth managers, fiduciaries, notaries, or insurance brokers. Their role is to help manage, invest, transfer, or safeguard financial assets.\\u00a0\"}},{\"@type\":\"Question\",\"name\":\"Why use a financial intermediary?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Engaging a financial intermediary gives you access to professional advice, helps you avoid costly mistakes, and saves you time. 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It&#8217;s also highly recommended for self-employed individuals and SMEs.\\u00a0\"}},{\"@type\":\"Question\",\"name\":\"How to find a financial intermediary in Switzerland?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Choose a professional affiliated with a recognized supervisory body (such as FINMA or a self-regulatory organization like ARIF, SO-FIT, etc.). Check their credentials and authorizations, and be sure to discuss fees in advance. Personal referrals are also a trusted way to find reliable service.\"}}]}<\/script>\n\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"<p>At the Swiss law firm Legal XII Tables Avocats in Zurich, Me Lionel Patrick Serex is registered with the Self-Regulatory Organisation of the Swiss Bar Association (SRO SBA\/FSN) as a financial intermediary in Zurich, subject to the Swiss Anti-Money Laundering Act (AMLA). As an AMLA (LBA) lawyer in Zurich and financial intermediary OAR-FSA, Me Serex [&hellip;]<\/p>\n","protected":false},"author":3,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"footnotes":""},"class_list":["post-6869","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Your Financial Intermediary in Zurich | Legal XII Tables Avocats<\/title>\n<meta name=\"description\" content=\"Trust Legal XII Tables Avocats to be your reliable financial intermediary in Zurich, Geneva, and across Switzerland.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/legal12tablesavocats.ch\/en\/financial-intermediary-zurich\/\" \/>\n<meta property=\"og:locale\" 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