35
Business management; business administration; drafting of
tax reports, business assistance, business management and
administrative services; business analysis, research and
information services; business accounting (document
recording and verification, balance control and inventory
auditing); secretarial services; asset accounting
(book-keeping in asset matters), asset accounting (document
recording and verification, ongoing balance control and
inventory auditing); controlling of investment sharings
(term considered too vague by the International Bureau -
Rule 13(2)(b) of the Common Regulations under the Madrid
Agreement and Protocol); company management of corporate
investments and related administrative services such as
administrative preparation of the voting; commercial
services, namely negotiation services for others with regard
to terms of custodian banks and asset managers
36
Controlling assets (analysis and reporting in financial
affairs); financial affairs; monetary affairs; asset
management, financial consultancy; capital investment and
financial consultancy; advice relating to investments; asset
management for third parties (financial service); financial
consultancy with regard to drafting family constitutions;
financial planning, namely financial planning as a holistic
financial planning strategy including tax planning and
subsequent regulation each with regard to finances;
financial risk control by means of risk assessment and
monitoring with regard to finances; financial services,
namely consultancy, development and documentation of
strategic asset structures/investment portfolio structures;
investment consultancy for the implementation of tactical
asset allocations and investment strategies; asset
consultancy for the implementation of tactical asset
allocations and investment strategies; asset management for
the implementation of tactical asset allocation and
investment strategy; financial consultancy regarding the
selection of custodian banks and asset managers; settlement
of repayments; financial audit services and monitoring the
investment performance of custodian banks and asset managers
with the help of accounting, costs, security selection,
liquidity management, credit ratings, performance, benchmark
indices; financial analysis and [advice on] mandating asset
managers; financial advice for subject-to-approval financial
investments; provision of information and advice for the
opening of accounts and deposits; financial services, namely
arranging and managing financial holdings in companies;
creating asset reports and financial transaction overviews;
financial valuation of investments and illiquid assets;
financial management of corporate investments including
financial review; analysis of total assets including
scenario analysis (financial services); selection and asset
management of private equity, agriculture, forestry and
infrastructure capital investment (financial services);
creation of investment portfolios and asset management, each
in the field of alternative investment forms (private
equity, infrastructure, forestry, agriculture) (financial
services); financial consulting; investment transactions in
the field of real estate by selection and implementation of
real estate investments; real estate management; real estate
portfolio analysis; financial foundation consultancy and
management with regard to finances; insurance services;
asset management of estates, including within the scope of
executions of wills
39
Archiving of all mail delivered by bank advisers, asset
consultants and investment consultants by physical storage
of data carriers with electronically stored data and
documents; archiving by physical storage of contract,
accounting and deposit records, in paper form or in form of
recorded data carriers
45
Legal services in the field of executions of wills; legal
representation of clients against third parties, in
particular at general meetings, notary appointments; legal
representation for holding companies; reviewing standards
and practices to ensure compliance with laws and regulations
in the field of investment guidelines
Die Bezeichnungen wurden automatisch übersetzt. Übersetzung anzeigen