1. Corporate identity and independent intermediary status
IRA Global Conseil Sàrl (Chemin du Pavillon 5, 1218 Le Grand-Saconnex, Geneva) operates as an independent tax and fiduciary advisory firm as well as a non-tied insurance intermediary under Swiss federal law.
Our advisors are registered on the public register of insurance intermediaries maintained by the Swiss Financial Market Supervisory Authority (FINMA) and meet all continuing education and financial security requirements.
2. Scope of services and independence
In taxation matters (cantonal tax returns, quasi-resident TOU status, withholding tax adjustments, French-Swiss 2042/2047 filings), IRA Global Conseil acts exclusively under a fiduciary mandate on behalf of the taxpayer.
In pension structuring (Pillar 2 LPP, Pillar 3a/3b) and health insurance (LAMal for cross-border commuters and residents), our firm works with leading FOPH- and FINMA-licensed institutions in Switzerland without equity ties or exclusivity agreements.
3. Compensation disclosure (Art. 45 ISA)
Tax return preparation, quasi-resident feasibility audits, and administrative representation are billed on a transparent fee basis communicated prior to engagement.
For insurance and pension brokerage mandates, the firm may receive standard brokerage or servicing commissions from partner institutions in accordance with Swiss market practice and ISA regulations.
4. Professional indemnity insurance
In compliance with FINMA statutory requirements, IRA Global Conseil maintains comprehensive professional indemnity insurance covering its tax, fiduciary, and pension advisory activities in Switzerland.
5. Confidentiality and data protection (FADP)
All tax certificates, salary statements, LPP pension records, and wealth documentation entrusted to our firm are protected by Swiss professional confidentiality and processed in strict compliance with the Federal Act on Data Protection (FADP).
6. Compliance office contact
For any regulatory inquiry, please contact our executive management directly: