News and dates – always remain up to date

Im Zeitraum vom 9.3. - 27.3.2020 verschickt die Fondsdepot Bank die Jahresdepotauszüge an alle Depotinhaber.

Im Auftrag von FOCUS-MONEY und DEUTSCHLAND TEST hat das IMWF (Institut für Management- und Wirtschaftsforschung) aus Hamburg eine großangelegte Unternehmensstudie „Digital ins neue Jahrzehnt“ durchgeführt. Rund 5.000 der nach Mitarbeiterzahl größten Unternehmen in Deutschland wurden untersucht. Im...

Preissensible Geldanleger suchen vermehrt nach Anlagemöglichkeiten ohne Ausgabeaufschläge oder Transaktionskosten. Die Nachfrage nach Fondsgattungen aus dem passiven Investmentbereich (ETFs) oder Clean Shares steigt. Egal wofür sich der Anleger entscheidet, im Mix Depot der Fondsdepot Bank können...

Deutschlands größtes Haftungsdach, die Fondsdepot Bank, und die digitale Plattform Elinvar entwickeln gemeinsam eine Beratungs- und Vermittlerstrecke, die exklusiv Versicherungen optimal bei der Beratung und Vermittlung von Investmentanteilen unterstützt.

Nachdem sich im Jahr 2019 die globale Konjunktur abgekühlt hat, haben sich zum Jahresende die ökonomischen Rahmenbedingungen für die Weltwirtschaft wieder verbessert. Zwei geopolitische Konflikte, die die Weltwirtschaft im Bann hielten, haben sich im Dezember 2019 entspannt. Einerseits deutet sich...

Hof, January 2020 - Valentin Roth has been the new Head of Account Management at Fondsdepot Bank - Germany's largest independent fund platform - since 1 st January 2020. In this role, Roth is responsible for the support and further development of business with the major insurance partners of...

PSD2 (Payment Services Directive2) is an EU directive for the regulation of payment services and payment service providers, whose objectives are ...

The final implementation of the requirements under MiFID II has still to occur in the Financial Intermediary Ordinance (FinVermV). Nevertheless, many financial intermediaries are already preparing today to secure their income for the future. This is increasing the focus on service fees. This is...

The InfoManager is the central location for your communication Fondsdepot Bank provides all documents to you at a central location - the entire correspondence, account statements, cost information, tax certificates, etc.

The requirements on cost information to investors have once again risen clearly with the entry into force of MiFID II at the beginning of 2018. Whereas in the past year investors were given an overview of the costs to be expected of an investment with the so-called "ex-ante cost information",...

Instead of as previously - once a year - Fondsdepot Bank with immediate effect will be mailing a portfolio overview with a list of funds held in the portfolio, the number of shares held and the prices on the reporting date 31/03/2019. This change is based on a requirement of the European MiFID II...

Up to the launch date of the new transaction API on 1 July 2019, sales organisations can carry out modifications and test in their systems together with us. After this the transitional period for free execution of offline orders* will also end. The test environment will be available at the end of...

Christian Kröger is Digital Transformation Manager at Fondsdepot Bank In the newly created position, he will be a fundamental driver of the change process the bank has committed itself to in the coming years. The focus will be on the further development and alignment of the fund platform to current...

The company lawyer Jürgen Neumann has been the new Head of Compliance/Anti Money Laundering/Anti Fraud at Fondsdepot Bank in Hof since January 2019. His tasks include ensuring the implementation and observance of statutory and supervisory law requirements in the bank and liability umbrella for...

Apart from XING and kununu, interested parties can with immediate effect also exchange information with Fondsdepot Bank on Facebook and LinkedIn. As a result, the company is boosting its proximity to sales organisations and intermediaries and will also become more visible for portfolio holders. In...

The economic conditions for the global economy darkened at the end of 2018 due to geopolitical conflicts (US trade policy, BREXIT, Italy/EU conflict, yellow vest protests France). We are also expecting continuing geopolitical uncertainty for 2019, especially with regard to a possible no-deal BREXIT...

During the period from 21/02/ - 08/03/2019, Fondsdepot Bank will be mailing annual portfolio statements and other documents to all portfolio holders.

Traditionally, Fondsdepot Bank supports a local association that especially supports children with a Christmas donation of €2,000. This year, the donation was awarded to the Schutzhöhle association. Among other things, Schutzhöhle works on behalf of girls and boys who are under threat of sexual...

It will be that time again on 30 and 31 January 2019. We will be on the spot with our sales team as exhibitors and look forward to lively exchanges with you. The subjects of automation and digitalisation will take centre stage in the coming year at Fondsdepot Bank. We are going to expand our API...

Beginning this year, Fondsdepot Bank is offering a gold portfolio to investors who save money every month to buy gold. The arguments in favour of investing in physical gold and how the gold portfolio works in detail were explained to representatives of sales organisations and intermediaries as part...

Fondsdepot Bank is further expanding its competences: Since mid-September 2018, Ulrich Kehm has reinforced the strategic business orientation of the fund platform as Head of Business Development. The organisation and business development expert reports directly in his role to the CEO of the...

As early as June 2018, the decision was taken to boost the status of IT in the company. The role of the Chief Information Officer (CIO) was created at the Management Board level. After Frank Marschner had occupied this role in an interim capacity in the preceding months, he was officially confirmed...

On 1 January 2019, the new price and service list of Fondsdepot Bank will enter into force for portfolio holders affiliated via pools and independent financial intermediaries. After five years of price stability, the portfolio models have undergone a fundamental overhaul and been designed to be...

From 1 November 2018, Beate Richartz will reinforce the Management Board as Chief Customer Officer (CCO). In her role, she will be in charge of sales for institutional clients, banks and insurance companies as well as the associated pools and liability umbrellas Apart from this, her area of...

Over the last year, Fondsdepot Bank has implemented a new corporate design, which also forms the basis of the new website that has been online since 13/09/2018. Fondsdepot Bank is constantly evolving and investing in new products and services to offer clients the best possible service experience....

Meet our sales directors at the Investment & More Roadshow Benjamin Kaiser, Michael Patzelt and Sebastian Höft will be pleased to answer your questions related to the gold portfolio, our new asset management and the Portfolio Management Suite. We look forward to your visit.

There has been a change of personnel in the Management Board of Fondsdepot Bank GmbH. On 11 June 2018, Sebastian Henrichs became CEO of the Management Board. The departing CEO, Dr Christian Dicke, left the company for personal reasons and is devoting himself to new challenges. After a cooling-off...