*by Peter Schramm, actuary and Johannes Fiala, lawyer The magazine Finanztest (issue 09/2005, p.38 f.) reports that with British policies there is ‘no protection against bankruptcy’ because the money of German customers is ‘not protected in the event of insolvency’. Respected lawyers in the service of British insurers are also damaging sales by making the […]
The English Limited Company as an alternative to the GmbH ?
RA Johannes Fiala (München) hat für experten.de eine Kurzinformation zusammengestellt. Es geht um die Frage: Warum eine Limited ? Vorteile und Risiken. Für den Finanzdienstleister ergibt sich angesichts über 20.000 Haftungsprozessen im Jahr, die Notwendigkeit die Haftung zu beschränken, so gut es geht. Typische Gestaltungsmittel sind dabei die Versicherung des Restrisikos durch eine Vermögenschadenhaftpflichtversicherung, aber […]
Risks associated with the investment and management of third-party funds
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 […]
corporate restructuring through credit and account review
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Financial investments for guardians, wards and benefactors – a legal and financial analysis
by Johannes Fiala, lawyer In many statutes of foundations, but also in guardianships, the assets are to be invested “gilt-edged”. Moreover, according to the law, the return has to be in an appropriate proportion to the risk. The work offers for the bank and insurance selling a regular manual for the consultation of guardians and […]