35
Business management; business administration; drafting of
tax reports, business assistance, business management and
administrative services; professional business analysis,
research and information; 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 for investment sharings
/illiquid investments; controlling of company shares
36
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 as integrated strategic financial
planning, including financial tax planning and financial
subsequent regulation; financial risk control, namely
financial risk assessment and monitoring; financial
services, namely consultancy, development and documentation
of strategic asset structures/portfolio structures;
investment consultancy for the implementation of tactical
asset allocations and investment strategies; asset
management for the implementation of tactical portfolio
allocations and investment strategies; financial consultancy
regarding the selection of custodian banks and asset
managers (including condition negotiations and chargeback
management); coordination and supervision of custodian banks
and asset managers (invoices, costs, selection of security
papers, liquidity management, creditworthiness, performance,
benchmark indices); financial services, namely monitoring of
compliance with investment guidelines; financial analysis
and (consultancy regarding the) assignment of asset
managers; support for subject-to-approval financial
investments; assistance and consultancy regarding opening
accounts and securities accounts; financial services, namely
investment management, including representation to
investment companies and preparation of the voting; taking
over of storage functions for all contract, account and
security account documents; drafting of asset reports and
transaction overviews; financial evaluation of investment
sharings and illiquid investments; financial management of
shareholdings, including financial evaluation; analysis of
total assets, including scenario analysis (financial
services); selection and support of private equity,
agricultural, forestry and infrastructure investments
(financial services); draft, development and administration
of alternative forms of investment (private equity,
infrastructure, forestry, agriculture) (financial services);
finance consultancy services; selection and implementation
of real estate investments; real estate management; real
estate portfolio analysis; financial foundation consultancy
and management; assurance services; financial estate
planning
39
Archiving of all post delivered by bank advisers, asset
consultants and investment consultants by physical storage
of electronically stored data and documents
42
Electronic archiving of all post delivered by bank advisers,
asset consultants and investment consultants
45
Execution of wills; representation of clients to others,
including at general meetings, notary appointments