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Status: May 2024

Address

BfV Bank für Vermögen AG
Frankfurter Landstraße 62 a
61440 Oberursel (Taunus)
Germany

Contact

Phone: +49 (0) 61 71 – 9150-500
Fax: +49 (0) 61 71 – 9150-501
E-mail: support@bfv-ag.it.com
Website: bfv-ag.it.com

Represented by the Executive Board

Dr. Frank Ulbricht (Chairman)
Karsten Kehl
Kristina Berggreen

Chairman of the Supervisory Board

Prof. Dr. Christoph Schalast

Responsible for content pursuant to the German State Media Treaty (MStV)

Dr. Frank Ulbricht, Frankfurter Landstraße 62 a, 61440 Oberursel (Taunus), Germany

Register entry

VAT ID

DE 203346559

Regulatory status and services

BfV Bank für Vermögen AG is a securities institution and is authorised in Germany pursuant to § 15(1) and (3) in conjunction with § 2(2) of the German Securities Institutions Act (WpIG) to provide the following investment services:

Financial commission business (§ 2(2) no. 1 WpIG)
Investment brokerage (§ 2(2) no. 3 WpIG)
Investment advice (§ 2(2) no. 4 WpIG)
Contract brokerage (§ 2(2) no. 5 WpIG)
Placement business (§ 2(2) no. 8 WpIG)
Financial portfolio management (§ 2(2) no. 9 WpIG)
Proprietary trading (§ 2(2) no. 10 WpIG)
Own account dealing (§ 15(3) WpIG)

without acquiring ownership or possession of client funds or securities or buying/selling financial instruments for its own account.

Supervisory authority

Federal Financial Supervisory Authority (BaFin)
Bonn: Graurheindorfer Straße 108, 53117 Bonn
Frankfurt: Marie-Curie-Straße 24-28, 60439 Frankfurt am Main

Insurance intermediary licence

Insurance intermediary (insurance broker) licence pursuant to § 34d(1) German Trade Regulation Act (GewO).
Supervisory authority: Chamber of Industry and Commerce (IHK) Frankfurt am Main, Börsenplatz 4, 60313 Frankfurt am Main.
Registration number: D-5FRB-NXUXF-51
Register: www.vermittlerregister.info

Professional regulations

German Trade Regulation Act (GewO)
German Insurance Contract Act (VVG)
German Insurance Mediation Regulation (VersVermV)

These regulations can be accessed at gesetze-im-internet.de.

Compensation scheme

BfV Bank für Vermögen AG is assigned to the Compensation Scheme of Securities Trading Companies (EdW) for statutory investor compensation purposes.

Out-of-court dispute resolution

For disputes related to KAGB involving consumers, the consumer conciliation body at BaFin may be contacted.

Contact:
Schlichtungsstelle bei der Bundesanstalt für Finanzdienstleistungsaufsicht
Referat ZRC 3
Graurheindorfer Straße 108
53117 Bonn
Phone: 0228 / 4108-0
Fax: 0228 / 4108-62299
E-mail:

For disputes under German Civil Code regarding distance-selling contracts for financial services, the conciliation body of the Deutsche Bundesbank is competent.

Copyright

Contents and works created by BfV Bank für Vermögen AG on this website are subject to German copyright law. All rights are reserved. Any use beyond the limits of copyright law requires prior written consent. Linking or framing this website without prior written consent is prohibited.

Liability for contents

As a content provider under the German Digital Services Act (DDG), we are responsible for our own information. We carefully check and continuously update information; however, no guarantee can be given for accuracy, completeness and timeliness. Liability for damages arising from the use of the content is excluded to the extent permitted by law.

Liability for links

Despite careful control, we assume no liability for the contents of external links; the operators of the linked pages are solely responsible. Continuous monitoring is not reasonable without concrete indications of an infringement. If we become aware of legal violations, such links will be removed promptly.

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