According to German laws you need to be able to read the attached document „Erstinformation“ upon first contact/info from our side.

This is basically a listing and explanation of all our licenses as insurance broker, investment advisor and so on.

Such information has to be given to you by EVERY advisor you meet in Germany at the first meeting or, if the contact is only electronically, in the first email.

If you are not given this information from an advisor at first contact, demand to see it or leave the advisor be entirely, as he/she may perhaps not be entirely legit.



First Contact Information (English )