Neuer Fondspolicen Summit will come together to achieve a better result

The ellipse is not included in the Veranstaltungsraum im 8. Stock of Hafen Hamburg Hotels in Landungsbrücken. Besuchern bietet sich von ort bee in amberauberender Blick über den Hansestadt und die angrenzenden Viertel. Rahmen, one of the passengers, also met for the first “Fondspolicen-Summit”, where the Hamburger Beratungsbutik Smart Wealth Management (sam) worked with 40 Vertreter aus der Versicherungs und Finanzbranche, procontra et profino. Das Motto: “Werte für die Zukunft”.

Auszeichnung in Different Categories

A Better Service: The basic police report of Smart Asset Management Service GmbH according to the best Fondspolicen report of 2024. In the 2019 Versicherungs- and Investment Expert Thorsten Dorn analyzed the Fund Analysis Spezialisiert and Best Zweimal Jährlich in the FondsPolicenreport Classic and later in Cooperation with the Vermögensaufbau (IVA) Institute. reports Fondspolicen Nachhaltigkeit (ESG).

Daneben bietet die Firm, Fondspolicen-Tarifen internal portfolios for individual Erstellung for a digital Anwendung with “samperform”. Das Besondere und sam: Die Fondsbewertung erfolgt nicht wie bei anderen Instituten auf der Basis vergangener Wertentwicklungen, sondern auf Basis einer in die Zukunft gerichteten Methodik.

Best FondsPolis Award in Versatile Categories, Flexible and Transparent ETF-Passive, Classic, ETF-Passive. And here is Gewinner:

End of Category: Liechtenstein Living (“Liechtenstein Life Investment”) and Standard Living (“Maxxellence Investment”)
Category Classic: Alte Leipziger (“FR10”), Swiss Life (“Investo”) and LV1871 (“Mein Plan”)
Category ETF-Passive: Helvetia (“CleVesto Select”), Liechtenstein Life (“Liechtenstein Life Invest”) and Interrisk (“MyIndex”)
Category Flexibility and Transparency: Ergo (“Rent Balance”)

Veranstalter regen neu Initiative and

Therefore, the Bounty Giving and Battle will be completed in a short time due to the lower cost of the FondsPolis Summit. Veranstalter has a fresh start in the branch set for more Beratungsqualität. In Praxis, Thorsten Dorn found that Vermittler was very encouraged to perform much better, and this was nothing more than a change for the better.

That’s right, Tilman J. Freyenhagen. In a Vortrag publication of the Alsterspree-Verlags, Finansmagazin prokontra and Online Platform profinos we met with a “weißen Fleck” in the Fondspoliceberatung.

Sowohl Freyenhagen manages a Gründung Initiative in Dorn and helps Hilfe Versicherungs to invest more with better investment. In the Form of a Service and Vergleichsplattform, it is possible to obtain information on the Back Tariff Tariffs and thus for further information, Fonds-Portfolio Information and more. Das sei am Ende nicht nur werterhaltend, sondern auch wertsteigernd, ie Freyenhagen.

Bafin Kritisiert Versicherer

This discussion is not about Raum coming up with a statistic, it took place at the Fondspolicen Summit Martin Stenger was the director of Franklin Templeton, German. Vortrag has quickly become an extremely important event with Bafin’s top Merkblatt and this year a major global production product for a strategy meeting in Wirbel. hat.

Bafin-Versicherungsaufseherin Julia Wiens mentioned Meeting Scharfe Kritik and more Lebensversichererern Geübt. Etliche Anbieter, Kunden nicht gerecht, hatte sie angemahnt ve sogar den Vorständen mit sert Konsequenzen gedroht. This powerful Vorgehen der Bafin, that is, Stenger, reached Umgang with Vermittlern and died with a new action. Darauf did nothing on his own, but he was not turned away by Fondspolis’ police.