Decided cases

The Haustürwiderrufsgesetz offers the possibility to the person concerned still after years to separate from unprofitable investments.   This frees up liquidity that can then be invested more sensibly. The applicability of the doorstep-selling revocation statute requires that the situation be a doorstep situation. This is understood to mean, -an unsolicited visit to a private […]

Intermediary liability: bankruptcy due to incorrect investment advice

A must read for advisors, agents, brokers, employees of distribution companies, employees of insurance companies, partners and employees of credit institutions.   Intermediary liability: The early death of the investment advisor through bankruptcy due to incorrect investment advice!   New market development trends: The banking and investment scene is in a state of upheaval. The […]

Unprofitable loan agreements – money back!

by Johannes Fiala, lawyer Many lending institutions have provided sales people with their loan forms in recent years. These intermediaries then sold the mortgage-backed loans (or fund shares) to investors in their living rooms. But the right of withdrawal for doorstep selling now also applies to consumer credit. This was decided by the Federal Court […]

The Hand File of the Tax Advisor, Auditor and Lawyer (Part I)

For tax consultants, auditors and lawyers alike, the reference file is a tool of everyday professional life.   1. the so-called biggest enemy of the professional is not seldom the own client, because just in the case of disagreements with the client can arise in connection with the hand file inconveniences for the professional, which […]