Tested fundselection
Tested fundselection
Which funds should I invest in? When private customers look for guidance on this question they expect objective advice from their financial advisor at the highest level.
As service provider he can confirm the quality of the bonds selection process from a neutral perspective: We have developed the standard "tested fundselection" to perform this function. Within the framework of certification we test the selection and sales of open bonds, which have been approved for sale in Germany.
Within the framework of certification we test the selection and sales of open funds, which have been approved for sale in Germany. With the TÜV seal "Tested fundselection" you prove that your advice on acquiring funds has been independent and thorough. This gives a sense of trust.
What is the procedure for a financial service provider? In document testing we see whether and how the fundselection process has been recorded in writing and whether pertinent advertising statements are accurate. In testing on site we ask questions such as: Can the customer acquire foreign funds? But also: Do the high demands on quality of advise diminish internal communication and employee talks? Through mystery analyses - we remain anonymous - we initiate test consultations and perform a practical test with recorded conversations and complaints per telephone, Internet and email. In the customer survey we find out by means of a questionnaire to the private customers, how satsfied they are with the individual fundselection and the overall advisory service.
The following companies have already proven the high quality level of the fundselection process through a successful certification:
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 | Commerzbank AG |
