DienstleistungenFinancial Services
Sustainable Finance
ESG requirements in the investment process, disclosure, and client advice.
Sustainable Finance, that makes a difference in everyday life.
45
Institutions served
FINMA
Regulatory Audit
24 h
Response time per mandate
What you gain
Sustainable Finance at CREFIDA
Four-Eyes Principle
Every piece of work is reviewed by a second specialist before it reaches you.
Documented Processes
You can see at any time who processed what and when — even years later.
Digital or Traditional
Receipt portal, interfaces or folders: We work in a way that suits you.
Two Locations
Pfäffikon SZ and Liestal BL — personally accessible, not just via ticket.
Ablauf
How we proceed
Gap Analysis
Alignment of your organisation with current requirements.
Measures
Prioritised list with responsible parties and realistic deadlines.
Evidence
Documentation that stands up to scrutiny by the supervisory organisation.
Leistungsumfang
This is included
- Written offer with scope, deadlines, and cost framework
- Dedicated contact person and deputy
- Regular evaluation with key figures and open points
- Complete documentation and handover of documents
Weitere Leistungen
From the area of Financial Services
Sustainable Finance for your company?
A thirty-minute conversation is usually enough to assess scope, process and costs.