Advice protocol for endowment insurance

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Date of birth

Initial situation


Based on the legal provisions pursuant to Art. 39k VAG (Insurance Supervision Act) and for quality assurance purposes, the following points must be discussed and recorded in order to determine the customer's risk capacity and willingness to take out capital-forming insurance.

This consultation protocol is intended to record key criteria without claiming to be exhaustive. The individual consultation and the detailed explanations provided by the advisor are decisive.

1. motives for taking out capital-forming insurance

The following motives and considerations led me to apply for the discussed solution

2 The following points were discussed during the consultation

Talking points

3. the following documents and information were handed over to me or made known to me before the contract was concluded

All of the following questions must be discussed and marked

Documents and information

4. willingness and ability to take risks

What is your annual gross income?
How high are your net assets?
Do you have a liquidity reserve of at least 3 months' salary?
Is a significant professional or personal change planned in the next 5 years?
How would you rate your personal experience with investment funds?
Which element has priority for you to achieve your goal?
This investment strategy may be determined and discussed by means of a detailed investor profile based on a comprehensive questionnaire from the respective company.

In this context, please be sure to observe the company's explanations regarding your chosen investment strategy, especially if you are pursuing a strategy that differs from the recommendation. For detailed explanations, please refer to the respective offer from the company, which will be prepared individually on the basis of your information.

5 . Final declaration

Final declarations

6. date and signatures

Clear Signature
Clear Signature

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