Investment law: Ask at the right time
The investor protector Heinz Gerlach (*1945, +2010) once said that the typical investor at the regulars’ table only has three questions:
First question: The investor waves various prospectus documents around and asks ‘Is this anything?’
Second question: ‘And what’s the best one?’
Third question (usually after months or years): ‘What’s the best way to get out of this now?’
To put this short anecdote in a nutshell for you: Many investments do not deliver what you promise. Capital and financial investments are usually highly complex products that require an enormous amount of explanation for investors.
As is so often the case, the real problem lies not in the investment products themselves, but in the fact that investors rarely scrutinise or even scrutinise the countless investment products. Glossy brochures such as convincing financial advisors and brokers often deceive about the actual potential of a money investment way.
The disadvantages of a financial investment or eventual risks are often neglected or dismissed as unlikely during a consultation. The distribution of investments is a flourishing business that is determined by commissions and deals. Most investment products bind their investors for many years and often make an exit from the chosen financial product difficult or even impossible. Another aspect that is often overlooked by investors is no less serious: not every investment is suitable for every type of investor . The offer is overwhelming and mostly opaque for people from outside the industry. So ask in good time before you decide on a capital investment.
We will be happy to advise you!
How we support you as a lawyer in investment law
- Comparison of investments and insurance offers
- Advice on the selection of a suitable bank and/or insurer
- Support in the selection of a asset manager (so-called Beaty contest)
- Support in the selection of a protector to protect your interests
- Review of so-called prospectus reports
- Analysis of tax reports on investment models
- Advice on minimising losses on capital investment
What to do if you have been cheated or deceived as an investor
You are an investor and feel deprived of your investment? You were promised more by your financial advisor or intermediary ? Do not simply accept your losses. They usually have a good chance of redress from those responsible.
The distribution of a financial product involves a number of different actors who can potentially be held liable. In addition to the financing bank, trustees, consultants, agents, notaries, property developers, rent guarantors, initiators, and structural sales organizations are also possible for the assertion of your legal claim. Often the possibility is also overlooked that those involved in the prospectus preparation may be held liable if the prospectus is incorrect or misleading. Thus, the circle of potentially liable persons extends to, for example, lawyers, tax consultants, auditors and engineers.
As a lawyer specialising in investment law, we support you as follows
- Comprehensive analysis of all documents relating to the investment concerned
- Expert assessment of the actual situation
- Provision of solution approaches for a strategic and tactical approach
- Examination of claims for damages
- Litigation for the enforcement of damages and rescission
- Design and testing of models for asset protection in old-age provision (“Asset-Protection”)
- Redevelopment of investments in case of imbalance
Helpful further articles on the topic of capital investment
Sie haben Fragen?
Scheuen Sie sich nicht, uns für ein Kennenlerngespräch anzurufen. Gerne nehme ich mir persönlich Zeit, um Ihren Fall zu prüfen und den ungefähren Aufwand für Ihr Anliegen abzuschätzen.
Danach sind Sie schon einen Schritt weiter!
Sie erreichen uns per Telefon unter der Nummer 089 / 17 90 900 oder mit einem Klick auf den Button:
Dr. Johannes Fiala
Ihr Anwalt aus München ist zuverlässig und kompetent immer an Ihrer Seite.
Das erste Telefonat ist ein kostenfreies Kennenlerngespräch. Eine eingehende Beratung ist nicht möglich.
Sie erfahren aber was wir für Sie tun können und was wir von Ihnen an Informationen und Unterlagen für eine qualifizierte Beratung benötigen. Damit haben Sie zur Lösung Ihrer Angelegenheit entscheidend beigetragen.
Press articles and publications
Here you will find selected technical terms. Click on a keyword You will receive corresponding press articles and publications as current search results. Please do not hesitate to contact us for further information.
- Absolute Return Funds
- Pension provision account
- Investment advice
- Investment damage
- Investor Loss
- Investor-oriented advice
- Developer
- Consultant liability
- Bond judgement
- Derivatives
- Precious metals
- family office
- Incorrect evaluation
- Film Fund
- Aircraft Fund
- Financial bet
- Guarantee products
- Cooperative share
- Closed participation
- Gold
- Leverage transactions
- Fee consulting
- Real estate fund
- Investment funds
- Investment loss
- Capital Guarantee
- Life Insurance Fund
- Object oriented consulting
- Open-ended investment funds
- Options
- Prospectus liability
- Prospectus review
- Ship funds
- Snowball system
- Scrap property
- Training liability
- Savings book effect
- Structured products
- Structured distribution
- Company participation
- Market value
- Risk of loss
- Investment advisor
- Asset Manager
- Asset Management
- Sales liability
- Sales Approval
- Liability of intermediaries
- Condominium ownership (WEG)
- Usury Shop
- Certificates
- Secondary market
