Supervised by Swiss Financial Market Supervisory Authority (FINMA), Laupenstrasse 27, 3003 Bern.
Monitored by the Supervisory Organisation for Financial Intermediaries & Trustees SO-FIT, rue Pedro-Meylan 2, 1208 Geneva.
Affiliated with the mediation body OFS Ombud Finance Switzerland, Boulevard des Tranchées 16, 1206 Geneva.

How we operate

01

Mandate

TASK WM is responsible for the discretionary management mandate and/or financial advice

02

Client

Monitoring

03

Contract

Depository Bank(s)