Security & Regulation
Transparency on contractual partners, regulation and investment risks
Find information on service scope, suitability assessment, investment risks and data protection. Details of the responsible entities and contractual partners are set out in our legal notice.
Contractual partners and scope of services
In finance above all, trust is decisive both legally and reputationally. This website therefore states clearly which entity is the contractual partner, which services are provided and which services are not provided. The full details can be found in the Legal Notice.
Risk Notice
Investments involve risk. The value of investments may rise or fall; clients may incur losses up to the full amount of the capital invested. Past performance, simulations or forecasts are not a reliable indicator of future results. Tax and legal matters should be reviewed by independent advisers.
General information and individual investment advice
The information presented on this website is provided for general information purposes only. It constitutes neither investment advice nor an offer, solicitation or recommendation to buy or sell financial instruments. Individual advice is provided only after an assessment of your personal circumstances, suitability and the statutory requirements.
Suitability, documentation and complaints management
Suitability Assessment
Individual advice is provided only after an assessment of your personal circumstances, suitability and the statutory requirements.
MiFID II Documentation
Advisory and order processes follow the European conduct-of-business rules and are documented in a traceable manner.
Target-Market Definition
Products are made available only to clients within the target market for which they are intended.
Complaints Management
A defined complaints process ensures that concerns are handled in a structured manner. [Details to be added before go-live]
Data Protection and Discretion
The protection of your data is a high priority for us. In financial services, data minimisation is particularly important: we collect only the information required to handle your enquiry. Details can be found in our Privacy Policy.
Practical checks for safer decisions
Transparency means being able to verify information, communication channels and investment documents independently.
How can I verify an approach?
Use the contact details published on this website and verify identities and documents independently. If in doubt, consult the fraud warning page.
Which documents matter before investing?
Product information, costs, risks and terms should be available and understandable. Resolve open questions before making a decision.
Where are authoritative details available?
The legal notice contains published company details. The official register is the source for current regulatory status.
Investment risk background
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