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DirectoryFinance & InsuranceInsurance Brokerage & ConsultingCarouge GeB.C.D.T. & ASSOCIES SA
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B.C.D.T. & ASSOCIES SA

Summary

About the company

The core activity of B.C.D.T. & Associés SA encompasses three main areas: 1. **Insurance and Pensions Brokerage**: The company offers brokerage services for insurance and pension products, including risk management, financial and cyber insurance, property and liability insurance, personal insurance, occupational and individual pension planning. 2. **Family Office**: B.C.D.T. provides services to families and private individuals, including wealth management, tax planning and consulting. 3. **Trust Services**: The company offers trust services, including payroll management, tax consulting and planning. Overall, the core activity of B.C.D.T. & Associés SA can be described as a combination of insurance brokerage, wealth management and trust services.

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Offering

Products & services

Industry:Insurance Brokerage & Consulting
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Insurance and pension broking
Insurance and pension broking for companies and individuals, including arranging, restructuring, managing and monitoring policies, risk analysis and tendering.
Financial planning
Financial planning with projection of needs, summary of income and expenses, risk assessment and research of long-term solutions.
Mortgage credit
Arrangement of mortgage credit, risk analysis, cost, tax and inheritance implications, search for and negotiation of financing, and establishment of guarantees.
Accounting
Accounting for small businesses and self-employed individuals, with a tailored chart of accounts, periodic bookkeeping, VAT statements, financial statements and tax filing.
Taxation
Preparation of tax returns for individuals, collection of documents, audit of the situation, optimisation proposals and follow-up with the tax authorities.

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Location

Route des Jeunes 33bis
1227 Carouge Ge

At a glance

Legal form
Corporation
UID
CHE-109.291.614
Founded
2001 · 25 years
Last commercial register change
December 22, 2025
Employees
21 to 50

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