Initial client information (Section 15 VersVermV)
This is a courtesy translation. The German version is legally binding.
Boomer Finance GmbH
Hirschparkstraße 8
82031 Grünwald
Email: info@boomerfinance.de
Website: www.boomerfinance.de
Managing directors: Claus Gillen, Olaf Neuenfeldt, Charles Neus
Commercial register (Handelsregister): Munich Local Court (Amtsgericht München), HRB 307238
Status under the German Trade Regulation Act (GewO)
Boomer Finance GmbH holds the following licences under trade law:
- Insurance broker (Versicherungsmakler) pursuant to Section 34d(1) of the German Trade Regulation Act (GewO)
Registration number: D-YC3V-9HFXC-49 - Financial investment intermediary (Finanzanlagenvermittler) pursuant to Section 34f(1) sentence 1 no. 1 GewO (units or shares in domestic open-ended investment funds, open-ended EU investment funds and foreign open-ended investment funds) and pursuant to Section 34f(1) sentence 1 no. 2 GewO (units or shares in closed-ended investment funds)
Registration number: D-F-155-XPSM-20 - Real estate loan intermediary (Immobiliardarlehensvermittler) pursuant to Section 34i(1) GewO
Registration number: D-W-155-KFET-42
Competent licensing authority:
Chamber of Industry and Commerce for Munich and Upper Bavaria (Industrie- und Handelskammer für München und Oberbayern)
Max-Joseph-Straße 2, 80333 München
The registrations can be verified in the German register of intermediaries (Vermittlerregister) at www.vermittlerregister.info.
The entry can be verified with the following register office:
Association of German Chambers of Industry and Commerce (Deutscher Industrie- und Handelskammertag, DIHK) e. V.
Breite Straße 29, 10178 Berlin
Telephone: 0180 6005850 (€0.20 per call from a German landline; maximum €0.60 per call from mobile networks)
Website: www.vermittlerregister.info
Our advisory approach
Boomer Finance GmbH supports people, particularly those aged 50 and over, directly or indirectly, with Financial Wellbeing, retirement planning, wealth planning, protection, risk cover and wealth transfer. Our aim is to help clients achieve financial clarity, security and quality of life. Insurance is arranged as part of a holistic advisory approach.
Type of remuneration
For arranging insurance contracts, Boomer Finance GmbH generally receives remuneration that is already included in the insurance premiums and is paid by the respective product provider. In addition, separate fees or charges may be agreed for certain advisory or service offerings. Clients are informed of this separately before making use of the service in question.
Shareholdings
Boomer Finance GmbH holds no direct or indirect shareholding of more than 10% of the voting rights or capital of any insurance company. Nor does any insurance company hold a direct or indirect shareholding of more than 10% of the voting rights or capital of Boomer Finance GmbH.
Complaint procedures
If you have cause to complain, you can contact us at any time:
Boomer Finance GmbH, email: info@boomerfinance.de
In addition, you may refer your complaint to the following complaints bodies:
- Versicherungsombudsmann e. V. (Insurance Ombudsman), Postfach 08 06 32, 10006 Berlin, www.versicherungsombudsmann.de
- Ombudsmann Private Kranken- und Pflegeversicherung (Ombudsman for Private Health and Long-Term Care Insurance), Postfach 06 02 22, 10052 Berlin, www.pkv-ombudsmann.de
Dispute resolution
We are neither willing nor obliged to take part in dispute resolution proceedings before a consumer arbitration body.
Professional regulations
The activities of Boomer Finance GmbH are subject, in particular, to the following professional regulations:
- Section 34d of the German Trade Regulation Act (GewO)
- German Insurance Mediation Regulation (VersVermV)
- German Insurance Contract Act (VVG)
The current legal texts can be viewed at www.gesetze-im-internet.de.