Services

• Support for investors »

• Reporting »

• Payment transactions »

• Events »

• Customer portal »

• Support for international capital investments »

• Funds control »

• Fiduciary services for securities »

Support for investors

• Response to investor questions within 24 hours
• Fully authorised fiduciary and administrative fiduciary
• Sending of notification of the tax result
• Sending of tax results to the tax service
• Retrieval of data for special business and professional expenses
• Execution of change of shareholder in connection with a disposal, inheritance, or gift
• Special service for international capital investments
• Preparation and initiation of matters related to commercial registries
• General administrative tasks

Reporting

• Regular reporting to the KVG (special AIF)
• Preparation of an independent fiduciary report
• Preparation of tax lists
• Support for the preparation of reports
• Support for the preparation of current account balances
• General reporting

Payment transactions

• Preparation of SEPA and DTA files
• Preparation and execution of outgoing payments
• Use of an e-banking portal
• Support for setting up an account
• Maintenance of the account data

Events

• Organisation and execution of shareholder meetings (in writing and also in person including preparation of the minutes)
• Organisation, execution and recording of committee meetings
• Support for and participation in information events

Customer portal

• Provision of a protected customer portal

​	for an overview of investments to change personal data, banking details, tax number, etc. (also online) for a file archive specifically for the respective investor

• Maintenance and administration of the customer portal


Support for international capital investments

• Communication in English
• Support for the transfer of shares (international reporting)
• Application for the respective foreign tax number
• Sending of tax notifications to an international tax service
• Legitimation according to US law


Funds control

• Checking and release of payments and budgets
• Documentation of the release of funds
• Reporting to initiators
• Individual preparation of contracts for application of funds


Security trustee

• Holding and administration of claim-securing land charge in the land registry
• Preparation and participation in the land charge