Our solutions for insurance companies – your strategic partner for growth

Are you looking for a partner who has no product interests of his own that conflict with yours? You would like to continue to decide independently how and which products you offer your customers for investment? Then you have come to the right place. With us, you don't have to worry about us poaching your customers. We focus on neutrality and mutual success. This is also the reason why Germany's largest insurance and financial sales organisations trust us and work closely with us.
More than 200 sales partners of various sizes rely on our expertise and experience. We have been able to support many of them with our services relating to the trading and safekeeping of funds since our company was founded in 1993. Our partners can rely on our mastery of the regulatory framework for the entire value chain. As the largest liability umbrella in Germany, we have a special responsibility in this regard.

Are you interested in a partnership with us? We look forward to hearing from you!

Our solutions for insurance companies

Investment fund custody accounts in your look and feel

Would you like to use the services of Fondsdepot Bank, but still be the centre of attention as a service provider? No problem with our white labelling option: we adapt our system to your individual corporate design. In addition, you have full control over the scope of services as well as the price and commission models offered to your customers.
Supply solutions for companies
Supplement your in-house range of company pension solutions with our custody account solutions or the options offered by our fund-based working time account. We offer you and your clients optimal conditions for successfully mastering challenging issues in connection with employee accrual of overtime, residual leave days or the long-term retention of skilled workers. With individual concepts - from sabbaticals to partial retirement to topping up pension benefits - you create real added value for your customers.

Central fund procurement and depository management

Reduce your risk and your expenses with our support: We take care of fund procurement for your protection assets and thus provide you with additional earnings potential.

You can find more information about central fund procurement and our depository management here.

Germany's largest liability umbrella

Fondsdepot Bank has the option of providing a liability umbrella to financial companies domiciled in Germany that do not conduct banking business within the meaning of KWG § 1 Paragraph 1 Sentence 2.
A contractually bound intermediary under a liability umbrella

  • does not need its own BaFin licence for its activities as an investment intermediary or advisor, even if it performs relevant activities requiring a licence under the KWG or GewO, and
  • does not have to submit an audit report pursuant to § 24 FinVermV.

Are you interested in an alternative solution for your intermediary organisation and can imagine becoming part of Germany's largest liability umbrella? We would be happy to present our offer to you explicitly in a personal meeting.

Your Contact

Valentin Roth
Head of Account Management

Tel.: +49 9281 7258-3000
E-Mail: banken-versicherungen(at)fondsdepotbank.de