Search results for: Investment funds

Federal Supreme Court (BGH): Reversal of open-ended investment funds with hidden commissions ! Can investors now always simply part with bad fund investments?

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It’s not enough to have a chance, you have to take it ! (Michael Douglas) The Federal High Court has created by the current judgement of 19.12.2006 (Az. XI ZR 56/05) for investors a “new” possibility of giving bad Investments back to loads of credit institutes and Finanzvertrieben. The core of the case is a […]

Provision – funds as an investment trap also for the generation 80-plus

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At times – fortunately not universally – it happens that investors in asset matters do not necessarily experience the disposition care for their assets that should obviously be readily apparent. So in the case described. Then it is important to have the script of a reversal consultation in mind. Red.   The inglorious case: When […]

Investment advisors are liable for failure to inform about the lack of resale opportunities of closed-end investments/funds.

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Politics, Law & Society Press release by: Law Firm Dr. Johannes Fiala PR Agency: Dr. Johannes Fiala Every year, investors invest tens of billions in so-called closed-end investments – only a fraction perform according to the specifications in the prospectus. The Federal High Court (BGH) decided now for the first time (judgement of 18.01.2007, Az. […]

Controlling and distribution law: Increasingly large VSH gaps in the area of closed-end funds and investments

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*by Johannes Fiala, Lawyer (Munich), Mediator (Univ.), MBA Financial Services (Univ.Wales), MM (Univ.), Certified Financial and Investment Advisor (A.F.A.), EC Expert (C.I.F.E.), Lecturer (Univ. of Cooperative Education), Banker (www.fiala.de) Never do anything by halves, or you’ll lose more than you can ever recover. (Louis Armstrong, American jazz musician, 1900 – 1971) The VSH broker Ralf […]

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Investment advisors are liable for failure to inform about the lack of resale opportunities of closed-end investments/funds.

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Author: Kanzlei Dr. Johannes Fiala Published on: 24.07.2007 at 11:53 Each year investors invest double-digit billion amounts in so-called closed participation ‘” only a fraction develops according to the data in the folder. The Federal High Court (BGH) decided now for the first time (judgement of 18.01.2007, Az. III ZR 44/06) that investment consultants have […]

Risks associated with the investment and management of third-party funds

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by Johannes Fiala, Lawyer (Munich), M.B.A. (Univ.Wales), M.M. (Univ.), Certified Financial and Investment Advisor (A.F.A.), EC Expert (C.I.F.E.), Banker (www.fiala.de) On the duties of a lawyer and tax adviser in the management of third-party assets – in particular in the investment of wards’ money – in escrow or trust accounts Due to faulty investment advice […]

Alternative investments

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How to protect your assets Where to put all that money? An admittedly somewhat gloating question that will certainly only concern a portion of our readership, but could be all the more valuable for them. Cash is dead, long live cash. Not only since the current inflation (2022) of more than 7%, we are noticing […]

Drying up of life insurance – too few investment options for too much money

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– Why life insurance has outlived its usefulness as a capital accumulation vehicle –   Wim Duisenberg, ex-president of the ECB, when asked how he invests his money: “Personally, I’m in the fortunate position of having no reserves.”   Statistically, up to more than 80 million German citizens own more than one life insurance policy. […]

Chamber professionals expect the abandonment of the expectancy procedure in the pension funds

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– Why the capital market with compound interest effect does not allow us to expect higher pensions –   For years, insiders have been reporting difficulties in the pension funds in generating the promised returns to finance pensions. While the management of a Versorgungskammer used to pat themselves on the back year after year because […]