We believe that the new legal regulations support investment by providing clear responsibilities and increasing process transparency. With our competent, flexible and tailor-made solutions, we can on the one hand bring our clients' fund operations to a performance high and on the other hand create transparency and thus greater understanding among all investment stakeholders.
We ensure compliance with all the strict requirements of the Capital Investment Code (KAGB) and the German Securities Trading Act (WpHG) by ensuring that you, as fund initiators and investors, have, among others, the following regulatory bodies and independent administrative bodies:
Portfolio management
Risk management
Compliance management
We inform you as fund initiators and investors regularly and comprehensively about the development of the investments. We ensure this through our business policy, based on all legal requirements, by providing reports with, among others, the following content and distributing them to all parties involved, including BaFin and the German Federal Bank.
Evaluation of the assets
Revenue
Expenditure
Market forecast