Investor servicing
We see ourselves as your personal adviser. We take care of you independently and not as representatives of a fund initiator or a bank. We will keep you up-to-date and provide you with full information regarding your fund participation. In this regard, communication based on trust is at the centre of our relationship. In addition, we can draw on high competence in legal matters from within our own offices.
The services in detail:
- Maintenance of master data/investment administration
- Settlement of share transfers
- Processing of special advertising costs
- Registration of tax results to the revenue office
- Writing of business and financial reports
- Preparation and execution of ordinary and extraordinary corporate meetings
- Writing of minutes after meetings
- Regular information and answers to individual questions from partners, advisory boards and investment advisers
- Preparation and execution of advisory board meetings
- Implementing circulation of documents
- Brokering the purchase and sale of company shares (secondary market)
- Carrying out complete correspondence with partners
