Onboarding & KYC

What digital questionnaires are available?

The following list describes which digital questionnaires are available for accepting mandates (status: Sep 2024). Please contact us for the creation of further questionnaires and, if necessary, for the adaptation of existing questionnaires to your requirements.

Legal advice

  • General concern
  • Labor law
  • Traffic law

Tax advice

  • Power of attorney tax consultant
  • SEPA mandate for tax advice
  • Consent to unencrypted email traffic
  • Declaration of completeness

Notary's office

The company

  • Found a company
  • Change management
  • Change articles of association
  • Liquidate company

Real estate

  • Real estate purchase contract
  • Donation / transfer of property

Family

  • Divorce settlement agreement
  • Marriage contract

Inheritance and gifts

  • Will
  • Joint will

Powers of attorney / pension provision

  • General and health care proxy
  • Health care proxy / living will

Other

  • Authentication of signatures