About Us

The company celebrated its 20th anniversary in 2018 having been founded in 1998 by Mr. René Ott. VF FORUM GMBH is registered with FINMA as an independent broker under registration number 28'925. It is networked with a professional back office with proven specialists.

VF FORUM is as much a classic trust agency as it is an independent and unaffiliated broker with a professional back office. It addresses services in the following areas to SMEs and individuals:

  1. Insurance & pensions

  2. Financial investments  & savings

  3. Accounting, tax & management consultancy, as well as

  4. Property related matters.

We are able to cover a quite broad range of service thanks to our know-how and strategic cooperation with proven specialists. The company is thus staffed by experienced professionals who bring with them a broad horizon of experience and well-founded expertise in their specific area.

 

Our services for private individuals:

  • Representation in all insurance / pension / fiduciary and financial matters

  • Analysis and monitoring of your insurance portfolio / administrative tasks including claims settlement

  • Optimization of costs / benefits / conditions incl. tenders for offers

  • Concept creation of, pension solutions / investment strategies / tax optimization / financial planning / retirement / succession planning etc.

 

Our services for companies:

  • Representation in all insurance / pension / fiduciary and financial matters

  • Accounting, tax consulting, payroll, personnel administration, personnel orientation

  • Analysis and monitoring of the existing insurance portfolio, administrative tasks including claims settlement

  • Check insurance contracts, adjust new insurance solutions, optimize costs / benefits / conditions, offer tenders

The measures are implemented by evaluating distribution channels using optimal target parameters. Products and services are selected in the best choice, best advice process. If the parameters are correct, the best suppliers are analyzed for price / performance and presented to the client. Then the client chooses its preferred contractor(s). Through a structured consultation process, the customer is constantly accompanied in the implementation of their planning needs.

VF FORUM GmbH is a partner and consultant for the provision of insurance, finance, accounting and tax. Our focus is set on the philosophy and the needs of our clients. This is the only way we can recognise their goals, wishes and needs. This requires an open, trustworthy communication culture and appropriate time. If the mutual understanding is good, a successful and contractually regulated cooperation will be the result.

Rene Ott
Director & Senior Broker

René Ott, owner of VF Forum GmbH, has more than 35 years of experience working with (international) insurance companies and banks in Switzerland as an accredited broker. He services clients in the private, as well as SME sector including senior management.

He is specialised in retirement, insurance and complex financial planning, particularly in the area of tax and retirement planning.

He has a profound knowledge, is self-educated and regularly attends roadshows of our business partners in the financial services industry.

 

In his free time he enjoys playing tennis, going on hikes and is a passionate skier. He also enjoys chess and music.

Rebekka Mion
Head of Administration & Finance
Swiss Federal Certificated Accountant

Rebekka Mion, Manager Administration and Finance, is a graduated Swiss Federal accountant.

She has more than 30 years experience in the field of accounting and financial services. Her expertise extends from financial and cost accounting across taxation including the accounting of value-added taxes (VAT), up to subjects of Human Resources like insurance, payroll accounting, as well as monthly and annual financial statements including preparation for revisions or property accounting.

In her leisure time, she enjoys playing tennis, going on hikes and skiing. She is a passionate cook and enjoys a good glass of wine in her social community of friends.