Services

PrintMailRate-it
Here is a selection of the main services we offer:

 

Support for investors

  • Response to investor questions within 24 hours
  • Fully authorised fiduciary and administrative fiduciary
  • Sending of notification of the tax result
  • Sending of tax results to the tax service
  • Retrieval of data for special business and professional expenses
  • Execution of change of shareholder in connection with a disposal, inheritance, or gift
  • Special service for international capital investments
  • Preparation and initiation of matters related to commercial registries
  • General administrative tasks

 

Reporting

  • Regular reporting to the KVG (special AIF)
  • Preparation of an independent fiduciary report
  • Preparation of tax lists
  • Support for the preparation of reports
  • Support for the preparation of current account balances
  • General reporting

 

Payment transactions

  • Preparation of SEPA and DTA files
  • Preparation and execution of outgoing payments
  • Use of an e-banking portal
  • Support for setting up an account
  • Maintenance of the account data


Events

  • Organisation and execution of shareholder meetings (in writing and also in person including preparation of the minutes)
  • Organisation, execution and recording of committee meetings
  • Support for and participation in information events

 

Customer portal

  • Provision of a protected customer portal 
  • for an overview of investments
  • to change personal data, banking details, tax number, etc. (also online)
  • for a file archive specifically for the respective investor
  • Maintenance and administration of the customer portal


Support for international capital investments

  • Communication in English
  • Support for the transfer of shares (international reporting)
  • Application for the respective foreign tax number
  • Sending of tax notifications to an international tax service
  • Legitimation according to US law


Funds control

  • Checking and release of payments and budgets
  • Documentation of the release of funds
  • Reporting to initiators
  • Individual preparation of contracts for application of funds


Security trustee

  • Holding and administration of claim-securing land charge in the land registry
  • Preparation and participation in the land charge

 

Contact

Contact Person Picture

Dr. Ralf Ellerbrok

Partner

+49 40 2292 975 80
+49 40 2292 975 99

Send inquiry

We use cookies to personalise the website and offer you the greatest added value. They are, among other purposes, used to analyse visitor usage in order to improve the website for you. By using this website, you agree to their use. Further information can be found in our data privacy statement.
Deutschland Weltweit Search Menu