Legal notice

Note: Details in square brackets […] will be added before the public launch.

Information pursuant to Section 5 DDG (German Digital Services Act)

Provider of this website and the app "Dein Finanzplaner":

[First and last name or company name and legal form] [Street and house number] [Postcode] Heilbronn Germany

Contact

Email: [email address] [Phone: number, if desired]

VAT

[VAT identification number pursuant to Section 27a UStG, if any, otherwise delete this section]

Professional information

[Fill in only if the permit pursuant to Section 34h GewO has been granted, otherwise delete this section:]

  • Professional title: Honorar-Finanzanlagenberater (fee-based financial investment adviser, awarded in the Federal Republic of Germany)
  • Competent permit authority: [e.g. Chamber of Industry and Commerce Heilbronn-Franken, address]
  • Entry in the intermediary register: [registration number], available at www.vermittlerregister.info
  • Professional regulations: German Trade Regulation Act (GewO) and Financial Investment Brokerage Ordinance (FinVermV), available at www.gesetze-im-internet.de
  • Professional liability insurance: [name and address of insurer], territorial scope: [Germany / EU]
  • Arbitration body: [name and address of the competent body]

Note on the content of the app

"Dein Finanzplaner" teaches knowledge about money and finances and helps you organise your own finances. The content is for education and information. It is not investment advice, tax, legal or insurance advice and not a recommendation of specific products or providers.

Consumer dispute resolution

[Either: We are neither willing nor obliged to take part in dispute resolution proceedings before a consumer arbitration body. Or: We take part in dispute resolution proceedings before the following consumer arbitration body: name and address. Delete what does not apply.]

Liability for links

These pages may contain links to third-party websites. We have no influence on their content. The respective provider is always responsible for the content of linked pages. If we become aware of legal violations, we will remove such links immediately.