Financial companies

How we can help

Our audit and advisory services help you live up to the laws and regulations that apply to you as a bank, insurance company, securities company, mutual fund company or other asset management organization that operates under the supervision of the Financial Supervisory Authority.

As the world changes with new customer requirements, increased competition, new complex regulations and digitization, Forvis Mazars offer you good advice and suggestions for improvements that can help you develop work routines and your organization so that your stakeholders' trust in you is equally strong today as tomorrow.

We offer auditing and consulting in relevant areas for financial companies:

• Legislation governing the financial sector, including regulations of the Financial Supervisory Authority
• Regulatory issues linked to money laundering
• Risk management and regulatory compliance
• Internal governance and control
• Internal audit
• Accounting of financial instruments
• Sustainability reporting - preparation/review
• Corporate Finance services, eg valuations
• Tax issues, including:
  • Corporate taxation, transfer pricing and VAT
  • Tax advisory in connection with various types of restructuring
  • Establish and quality-assure the companies' declarations and various forms of reporting

Our approach

Together with you, we put together a team that has the skills you are looking for. 

Our ongoing collaboration is always characterized by clarity and an open dialogue with regular reconciliations. As a common thread during our audit, we regularly report to your board and company management on essential issues and conditions that contribute to new insights and basis for decisions.

We often hear from our customers that they think we are easy to work with, that we keep what we promise and that we contribute positively to the development of their business.

Our team

In common for those who work with audits in financial companies at Forvis Mazars is that they are FAR-licensed for financial companies and have experience and knowledge in capital, insurance and IFRS, the Financial Supervisory Authority's regulations and the special rules that govern the financial sector.

Forvis Mazars’ tax lawyers have solid knowledge and experience in tax advisory for financial companies.

Forvis Mazars Achieves Top Ranking in Client Satisfaction Survey

Forvis Mazars is one of Sweden’s most highly regarded audit and advisory firms. Our top ranking reflects our strong commitment to quality, client relationships, and long-term value creation. It motivates us to continue delivering with dedication and to continuously strive for excellence.

Read the press release here: 

Forvis Mazars Achieves Top Ranking in Client Satisfaction Survey – Forvis Mazars.

Frequently Asked Questions and Answers About Auditing Financial Companies