Investment advice and Investment Brokerage
Investment advice is „the provision of personal recommendations to our clients relating to transactions in specific financial instruments, provided that the recommendation is based on an examination of the personal circumstances of the investor or is presented as suitable for you“. Unless otherwise agreed, the scope of duties of the advice ends with the recommendation to buy, sell, hold or not to buy a specific financial instrument.
This means for you:
This is the most individual way of managing the assets entrusted to us together with you. You make the decisions and we are your sparring partners.
There are no further obligations, in particular to observe the development of a transaction for the client over time or continuously. We can also provide classic investment advice separately, i.e. without the mediation, in which case it is up to you to implement the recommended transaction.
Your access
mail@wealthgate.de
Phone
+49 (0)711 540 90 29 20