Webinar
New
This webinar is held in German.
As an account manager, you will gain in-depth knowledge and confidence in dealing with foundations, trusts and beneficial owners. In this practice-oriented webinar, your expert will explain the creation and structure of foundations, special features of foundation law and the concept of trusteeships. You will also learn how to correctly identify beneficial owners and fulfill your obligations when dealing with them. Benefit from practical examples that highlight risks and strategies for minimizing risks and receive your MiFID and IDD training points.
Contents
Fundamentals of foundations, their creation and their bodies
- Definition and purpose of foundations; differentiation from other legal forms (e.g. associations, limited liability companies).
- Different types of foundations: charitable, family foundations, corporate foundations.
- Origin and founding conditions.
- Bodies of a foundation and their tasks.
Special features of foundation law (incl. comparison with Liechtenstein and Austria)
- legal framework in Germany.
- Comparison: Foundation law in Liechtenstein and Austria.
Fundamentals of trusteeship and requirements for you when dealing with trustees
- Definition and legal basis of trusteeship.
- Rights and duties of a trustee.
- Requirements for customer advisors when dealing with trustees.
Everything you need to know about beneficial owners of companies and foundations
- Definition and identification of the beneficial owner.
- Reporting obligations and transparency register.
- Practical challenges with complex structures.
- Risk management and measures in the event of suspected cases.
Practical examples and case study
Learning environment
In your online learning environment, you will find useful information, downloads and extra services for this training course once you have registered.
Your benefit
You learn,
- Basics on foundations, their creation and their organs,
- Special features of foundation law (incl. comparison with Liechtenstein and Austria),
- Fundamentals of trusteeship and requirements for you when dealing with trustees and
- Everything you need to know about beneficial owners of companies and foundations.
You will receive
- MiFID and IDD points for your mandatory training of 2 hours and
- Know-how from practice for practice.
Methods
Interactive presentation: discussions and direct exchange with your expert and among the participants, best-practice examples and recommendations for action.
Recommended for
- Sales staff and customer advisors at credit institutions, financial service providers, investment service providers and insurance companies.
- Financial investment brokers, real estate loan brokers, investment advisors and asset managers.
- Insurance intermediaries, insurance brokers, insurance agents, insurance representatives.
- Industry experts and interested parties.
Further recommendations for "Safe handling of foundations and trusts"
Start dates and details
25.08.2025
Live-Online
Booking number:
41437
€ 290,- plus VAT.
€ 345.10 incl. VAT.
Course
zoom
Days & Times
2 hours
Limited number of participants
Monday, 25.08.2025
3:00 pm - 5:00 pm
27.11.2025
Live-Online
Booking number:
41437
€ 290,- plus VAT.
€ 345.10 incl. VAT.
Course
zoom
Days & Times
2 hours
Limited number of participants
Thursday, 27.11.2025
3:00 pm - 5:00 pm
18.03.2026
Live-Online
Booking number:
41437
€ 290,- plus VAT.
€ 345.10 incl. VAT.
Course
zoom
Days & Times
2 hours
Limited number of participants
Wednesday, 18.03.2026
3:00 pm - 5:00 pm
Booking number:
41437
€ 290,- plus VAT.
€ 345.10 incl. VAT.
Details
2 hours
Limited number of participants
Booking number:
41437
€ 290,- plus VAT.
€ 345.10 incl. VAT.
Details
2 hours
Limited number of participants
No suitable date?
You are welcome to be notified by e-mail as soon as new dates are released.
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