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ATLAS Dienstleistungen für Vermögensberatung GmbH, Frankfurt a. Main, Germany
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Name
ATLAS Dienstleistungen für Vermögensberatung GmbH
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Ut
District Court of Frankfurt HRB 38158
Address
Corporate purpose
1. the assumption of sales-supporting and sales-promoting administrative tasks of all kinds for AachenMünchener Lebensversicherung AG with regard to the distribution channels of Deutsche Vermögensberatung Aktiengesellschaft DVAG and its subsidiaries (DVAG Group) on behalf of product partners of the DVAG Group or companies of the DVAG Group, in particular the processing and processing of insurance and home savings contracts as well as other investment products provided by financial advisors of the DVAG Group. Legal and tax advice is excluded. 2. In any case, the administrative tasks for the DVAG Group to support and promote sales include the following activities: a. recording and examination of applications from the entire business brokered by the DVAG Group and forwarding them to the respective product providers; b. distribution and settlement of the commissions to be paid by the DVAG Group to its investment advisors from the entire business brokered by it; c. receipt and processing in our own data centers of customer, inventory and disposal data transmitted by the respective product provider of the DVAG Group for the DVAG Group; d. Processing and support of investment advisory agreements between the respective companies of the DVAG Group and their investment advisors; e. Promotion of the distribution of insurance products in property and personal insurance business by the DVAG Group and its investment advisors; f. Development, provision and support of IT applications for consulting and sales aids for investment advisors of the DVAG Group; g. Training of investment advisors of the DVAG Group for products, IT systems and structuring of the sales process, including ongoing support.
History
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Publications
10 Jan 2024
17 Aug 2023
9 Jun 2023
22 May 2023
16 Mar 2023
1 Mar 2023
16 Feb 2023
7 Nov 2022
20 Jan 2022
23 Dec 2021
10 Sept 2021
21 Jun 2021
6 May 2021
15 Feb 2021
1 Oct 2020
9 Apr 2020
24 Jun 2019
2 Jan 2019
29 Oct 2018
10 Sept 2018
18 Apr 2018
16 Oct 2017
25 Sept 2017
10 Mar 2017
30 May 2016
5 Feb 2016
3 Aug 2015
24 Apr 2015
17 Feb 2015
23 Dec 2014
25 Jun 2014
3 Feb 2014
23 Dec 2013
28 Jun 2013
17 Dec 2012
6 Aug 2012
27 Feb 2012
27 Oct 2011
23 Sept 2011
18 Jul 2011
13 Dec 2010
17 May 2010
21 Dec 2009
24 Aug 2009
29 Apr 2008
via
Generali Deutschland AG,
also
15/05/2007
19 Feb 2007
3 Jul 2006
7 Jun 2005
31 May 2005
Mentions
5 May 2023
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