Partners
Professional associations
As a financial intermediary, Erfisa conforms to the legal requirements concerning the prevention of money laundering. We are notably a member of the Association Suisse des Gérants de Fortune-ASG (Swiss Association of Asset Managers, SAAM) and as a Small/Medium Enterprise we participate in the diverse activities in the Canton of Vaud of the Centre patronal vaudois (the Vaud Central Employer's Association).
Lawyers
Some activities require the intervention of Lawyers. We have partners at our disposal who are trustworthy and competent.
Notaires
Our advice, especially when it is a question of real estate, estate & financial planning, sometimes requires the drawing up of notarial acts. We work in collaboration in this case with the Association des notaires de Suisse romande.
Accountants
Fiscal advice is a strongpoint of our firm. For the establishment of tax declarations or the keeping of accounts we recommend our partners who are trustworthy and competent.
Stock exchange quotations
In order to follow the financial markets we work with several systems destined for financial professionals. However, the private investor can have access to diverse sources on the net.
Culture
List of ours cultural partners
In the context of the promotion of its activities and its professional ethic, Erfisa is present in several magazines or radio. We also support some associations or private foundations.
News
With every change of season, Erfisa publishes an economic newsletter, called "Perspectives" (in French only). Its contents are made to be simple, comprehensible and practical. You can subscribe to receive it by Email or post, or you can download it from our archives.