Initial Information

  1. Name, Address, and Contact Details

DS Financial UG (haftungsbeschränkt)
Ahornweg 20
83342 Tacherting

Commercial Register: HRB 30835
Registration Court: Traunstein

Represented by:
Davis Skrzypiec

Contact:
Mobile: +49 172 520 948 9
Email: info@dsfinancial.de

  1. Business Areas, Range of Services, and Initial Information

Advice on and Brokerage of Insurance
When brokering insurance contracts, including those for investment purposes, e.g., unit-linked life insurance, the broker becomes your contractual partner. This includes, for example, life insurance, health insurance, and others.

The broker offers advice on insurance products unless this is previously excluded by contract. Advice can also be limited to individual areas of the product lines by appropriate agreement.

In connection with advice or brokerage, remuneration can be paid either by the client, through a commission included in the insurance premium or other remuneration paid by the insurance company, or a combination of both. This depends on your wishes and needs and the specific insurance products being brokered. Any remuneration components paid by the client will be based on a remuneration agreement to be concluded in advance.

The broker is registered as an independent insurance broker with a license pursuant to §34d Section 2 of the Gewerbeordnung (GewO) with the Industrie- und Handelskammer für München und Oberbayern

He is registered in the Insurance Intermediary Register under number: D-0J0L-KR5BL-29

The register can be viewed at the following registry office:

Joint Registry Office pursuant to Section 11a Paragraph 1 of the Gewerbeordnung (GewO)
Deutsche Industrie- und Handelskammer (DIHK) e.V., Breite Straße 29, 10178 Berlin, Telephone: 0-180-500 585-0 (14 cents/min from German landlines, maximum 42 cents/min from mobile networks)

Registration can be accessed online at www.vermittlerregister.info. To do so, enter the following registration number: D-0J0L-KR5BL-29

 

  1. Disclosure of direct or indirect shareholdings

The broker has no direct or indirect shareholdings exceeding 10%, nor voting rights, in the capital of an insurance company. Furthermore, no insurance company or parent company of an insurance company has a direct or indirect shareholding exceeding 10%, nor voting rights, in the broker’s capital.

 

Address of the arbitration board pursuant to §42k of the Versicherungsvertragsgesetz (VVG):

Arbitration Board for Commercial Insurance, Investment, and Credit Brokerage

Glockengießerwall 2, 20095 Hamburg, www.schlichtung-finanzberatung.de
The broker is not willing to participate in a dispute resolution procedure before a consumer arbitration board.

 

Versicherungsombudsmann e. V.

Postfach 08 06 32, 10006 Berlin

Telefon: 030 206058-0, www.versicherungsombudsmann.de

www.versicherungsombudsmann.de

 

Ombudsmann private Kranken– und Pflegeversicherung

Postfach 06 02 22, 10052 Berlin

Telefon: 0800 2550444 (kostenfrei aus deutschen Telefonnetzen)

www.pkv-ombudsmann.de

 

Deutsche Industrie- und Handelskammer (DIHK) e.V. – Breite Str. 29 – 10178 Berlin – Telephone +49 180 500 585-0 (14 cents/min from a German landline, different rates may apply from mobile networks) www.vermittlerregister.info or www.vermittlerregister.org

Professional regulations:
– §34d Section 2 of the Gewerbeordnung (Gewerbeordnung)
– FinVermV (Finanzanlagenvermittlungsverordnung)
– §59-68 of the Versicherungsvertragsgesetz (VVG)

The professional regulations can be viewed and accessed via the website www.gesetze-im-internet.de, operated by Bundesministerium für Justiz and Bundesamt für Justiz.