Important: Make sure that your recommendation is complete. In case of an extensive coaching session, make also sure that you have uploaded the insurance recommendations.

As part of the preliminary risk inquiry, it may be necessary for us to collect, store and pass on to third parties, or receive from third parties, personal, business and health data relating to you and the persons to be insured. You can revoke this consent at any time with effect for the future. If no insurance contract is concluded within three months of the preliminary risk inquiry, all health data relating to you or the person to be insured will be deleted.

Financial Documents

Find below short proposals and requests for insurances we recommend to you.

Title

Follow-up Meeting

Pre-Coaching Form

Meeting

Payment

Coaching Protocol

Signatures

Manage your Coaching with {name}

You have been logged out for security reasons. Please log in again to make changes.

Your session expired.

Amounts according to the enclosed detailed information

Are you sure you want to cancel your Financial Coaching Session with |name|?

I have chosen not to invest in the recommended portfolio, contrary to the advice of your adviser. I made this deviating decision for the following reasons:

Your form has already been completed and submitted. We look forward to your upcoming session. Have any questions? Get in touch with k@finmarie.com”.

Your form completed.

We confirm that the content of this document has been completed with accurate information, and completely reflects the consultation on its relevant and essential content.

I confirmed that I was warned of the consequences of delaying or amending the decision

Client Confirmation

The analysis is based on your personal information. Incorrect information can lead to a portfolio that is not appropriate for you. The risk assessment is based on a past analysis. Past performance is no guarantee of future performance and extreme volatilty and portfolio returns and valuations are possible. Investments that are considered secure could lose value, while risky ones could lead to total losses in isolated extreme cases. Diversification within an investment portfolio substantially reduces this risk, but does not guarantee the assumptions made here regarding the worst case scenario.

Additional risk warning

Final Confirmation

I understand that I may currently be taking too high risks or giving away potential earnings opportunities until I make a decision.

I would like to implement the recommendation and complete the required documentation.

If the investment decision is delayed, I understand that I may lose interest, compound interest and the dynamic effect over the entire term. This has a considerable effect on the possible performance of the recommended portfolio.

The portfolio I chose to invest in differs from the recommended portfolio and does not match the risk profile that emerged from the analysis. I am aware of this difference and do so at my own risk. I am aware that this decision may result in a portfolio that is more volatile than with what I may be comfortable with, and I may incur higher losses as a result.

The implementation of the recommendations is therefore strongly recommended.

If you withdraw from this contract, we must reimburse you for all payments we have received from you, including delivery costs (with the exception of additional costs resulting from the fact that you have chosen a type of delivery other than the cheapest standard delivery offered by us), without delay and at the latest within fourteen days from the day on which we received notification of your withdrawal from this contract. For this repayment, we will use the same means of payment that you used in the original transaction, unless expressly agreed otherwise with you; in no case will you be charged for this repayment. If you have requested that the services should begin during the withdrawal period, you must pay us a reasonable amount, which corresponds to the proportion of the services already provided by the time you notify us of the exercise of the right of withdrawal with respect to this contract, compared to the total scope of services provided for in the contract.

Consequences of withdrawal

You have the right to revoke this contract within fourteen days without giving any reason. The revocation period is fourteen days from the date of conclusion of the contract / from the date of booking. To exercise your right of revocation, you must inform us (finmarie GmbH, Haus Cumberland, Kurfürstendamm 194, 10707 Berlin ) by means of a clear statement (eg. a letter sent by post or an e-mail) about your decision to revoke this contract. If you make use of this option, we will immediately send you (e.g. by e-mail) a confirmation of receipt of such revocation. To meet the revocation deadline, it is sufficient that you send the notification of the exercise of the right of revocation before the expiry of the revocation period.

Right of withdrawal

Documents

The first step to informing you appropriately is to gather the necessary information. The following questionnaire is intended to support this process.

After the financial coaching you will receive the invoice + payment request, which must be paid within 14 days after the coaching.

If you proceed, you agree, that you authorize the agreement with an electronic signature.

finmarie is committed to protecting and respecting your privacy, and we’ll only use your personal information to administer your account and to provide the products and services you requested from us. From time to time, we would like to contact you about our products and services, as well as other content that may be of interest to you. If you consent to us contacting you for this purpose, please tick below.

You can unsubscribe from these communications at any time. For more information on how to unsubscribe, our privacy practices, and how we are committed to protecting and respecting your privacy, please review our 

By clicking submit below, you consent to allow FinMarie to store and process the personal information submitted above to provide you the content requested.

By filling out the following section and signing the document you confirm that you wish to receive financial coaching at a price of 399 € + VAT.

The analysis of your financial situation according to content-related and economic aspects

The consideration and clarification of your individual goals and wishes (financial objectives for your investments)

Customer wishes and needs/risk assessment

The creation of a concept for your financial life planning

The presentation of offers of the market, which are in a balanced price/performance ratio from our point of view

In order to inform you adequately, we need to gather the necessary information. The following questionnaire is intended to support this process. By filling out the following section and signing the document you confirm that you wish to receive individual financial coaching at a price of 399 € + VAT or extensive financial coaching at a price of 799 € + VAT.

Choose the latter option, if you would like the advisors to check your existing contracts and insurances.

After the financial coaching you will receive the invoice + payment request, which must be paid within 7 days after the coaching.

All files received by finmarie will of course be treated confidentially. You can find our privacy policy 

If you have contracts that need to be reviewed, please upload them. We can accept a total of 5MB.

Financial Situation

The foundation of the pyramid represents the strongest portion, which supports everything above it. This area should consist of investments that are low in risk and have foreseeable returns. It is the largest area and comprises the bulk of your assets.

The Base of the Pyramid

What have been your greatest personal financial frustrations?

Goals & Objectives

Health Inquiry

What is important to you within the next ten years?

What is important to you within the next five years?

What is important to you over the next two years?

Insurances

Reflect about your expectations and preferences when it comes to your future investments.

Self-assessment

Investment Overview

This area should be made up of medium-risk investments that offer a stable return. Although riskier than the assets creating the base, these investments should still be relatively safe.

Take a moment to reflect on your short-, medium- and long-term financial goals. Explain the goal in few words, think about how much money you need for it, until when you need the money and prioritize each goal.

We have received your payment and send you a confirmation mail. If you have any questions, please contact us via k@finmarie.com.

Thank you for your payment!

Personal Details

Preferences

Professional Activity

Projection

This pyramid can be thought of as an asset allocation tool that investors can use to diversify their portfolio investments according to the Risk Profile of each security. The pyramid, representing the investor's portfolio, has three distinct tiers:

Reserved specifically for high-risk investments, this is the smallest area of the pyramid (portfolio) and should consist of money you can lose without any serious repercussions. Furthermore, money in the summit should be fairly disposable so you don't have to sell prematurely in instances where there are capital losses.

The following recommendations are based on your current asset allocation and your risk profile. If your objectives change, different risk structures of the portfolios may be advisable,depending on the objective.

Recommendation for allocation of cash and investments

For your long-term savings goals, the following amount should be invested with the following risk class.

For your medium-term savings goals, the following amount should be invested with the following risk class (maximum risk class 4 possible)

Recommendation

The risk group below that suits you best, represents your tolerance for the maximum risk. Depending on your goals, your investment portfolio should stay within the guidelines below to ensure you are invested in a way that you are comfortable with.

Risk Assessment

Risk Profiles

If you want to take a new appointment, continue to the financial coaching page.

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Session Expiring

We received your signature. We kindly ask you to go back to the e-mail and make sure you completed the whole process.

Thank you!

Overview

Financial Experience

Pension Gap Calculator

I want environmental, social and governance concerns to be taken into account when recommending investments:

Specification about sustainability preference: I want to invest in a way that ...

 By completing the following section, you confirm that you wish to take advantage of financial coaching at a price of €400 + VAT.

We have sent you an appointment confirmation via email. If you have any questions, please contact us via k@finmarie.com.

Thank you for your registration!

Please fill out this page and sign at the bottom to complete your booking.

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The client was informed about the contributions of FinMarie

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