Ombudsman Service

Annual Report 2018

Annual Report 2018  (in German)

See for yourself: In the Annual Report, the conciliation body for the fund industry provides an insight available to everyone into its work in the year under review, including practical case studies.

Basic Knowledge

Flexible investments for everyone

Building assets with funds (in German)

Basic information worth knowing about funds: Our basic brochure is primarily designed to assist investment advisors and independent financial intermediaries in discussions with their clients, but is also suitable as an introduction for anyone who wants to find out more about asset accumulation with funds.

Retirement Provision

Pension funds for your old age

Long-term asset accumulation (in German)

Returns for retirement: Our brochure explains briefly and to the point why investment funds are ideally suited for retirement provision and long-term asset accumulation. A useful guide - not only for investment advisors and independent financial intermediaries.

Basic Knowledge

Facts about Investment Funds

Why Investment Funds are important for the economy and society (in English)

Funds fulfil an important function in business and society. Our booklet explains why and how with the relevant facts about funds and their significance to economic growth.

Hoch im Kurs

Student magazine 'Hoch im Kurs', 10th edition

For young savers and those who want to become savers: Our magazine explains to young people how to get their finances under control, how the economy and the stock market work and much more about money and saving.

The school magazine can be ordered in German free of charge from:

Eduversum Verlag und Bildungsagentur
Taunusstraße 52,
65183 Wiesbaden
Germany

Fax: 06123 / 9238244
Internet: www.jubi-shop.de

Hoch im Kurs

Teacher's book 'Hoch im Kurs', with materials, 9th edition

The materials folder can be ordered in German free of charge by teachers in the form of a class kit:

Eduversum Verlag und Bildungsagentur,
Taunusstraße 52,
65183 Wiesbaden
Germany

Fax: 06123 / 9238244
Internet: www.jubi-shop.de

Legal and Taxes

Investment Taxes 2019

Collection of texts (in German)

This publication is subject to a fee. All prices are plus VAT and plus shipping costs.

External price: EUR 20
Price for BVI members: EUR 10

Legal and Taxes

investment tax reform Compact

What will change in 2018 (in German)

Recht und Steuern

Investment funds as business assets

Tax information 2017 for domestic institutional investors (in German)

Basic Knowledge

The BVI method

A full explanation of the performance calculation of investment funds (in German)

Legal and Taxes

Investment Law 2018

NOW AVAILABLE!

Volume 1: Capital Investment Code (law along with explanatory memorandum; in German)

Expected to be available 2rd quarter 2020:

Volume 2: National and EU Regulations
Volume 3: Other EU legal sources