Basic Knowledge

BVI Yearbook 2022

Data. Facts. Perspectives. (in German)

The German fund market in figures: In our yearbook, you will find the most important statistics on the fund industry presented in a clear and concise manner; you will also find an overview of the focal points of our work in the relevant year.

Earlier editions of the BVI Yearbook are available on request.

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Ombudsman Service

Annual Report 2021

Annual Report 2021 (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.

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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.

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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.

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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.

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Hoch im Kurs

Student magazine 'Hoch im Kurs', 11th 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.

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Hoch im Kurs

Teacher's book 'Hoch im Kurs', with materials, 10th edition

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Legal and Taxes

Investment Taxes 2023

Collection of texts (in German)

We plan a new edition for March/April 2023

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

External price: EUR 30
Price for BVI members: EUR 15

Legal and Taxes

investment tax reform Compact

What will change in 2018 (in German)

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Legal and Taxes

Investment Law

Volume 1: Capital Investment Code (law along with explanatory memorandum; in German), as of 2018.

We are planning a new edition for 2023.
 

NEW EDITION 2022 PUBLISHED:

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

Basic Knowledge

The BVI method

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

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