Initial Information

Client information required under legal disclosure obligations

1. Name, address and contact details

Kristian Kallenberger
Kallenberger-Finanz, Financial & Insurance Broker eK
Prinz-Eugen-Weg 24
88400 Biberach an der Riß, Germany
Phone: 0151 28943474
Email: info@kallen-berger.com

2. Type of business

Insurance brokers licensed under Section 34d(1) of the German Trade Regulation Act (GewO).
Financial investment advisers licensed under Section 34f(1), first sentence, no. 1 of the German Trade Regulation Act (GewO).

3. Joint registration body under Section 11a(1) of the German Trade Regulation Act (GewO)

Insurance intermediary registration number: D-OHNX-W1LHF-66
Financial investment intermediary registration number: DF-175-BQFC-54

German Association of Chambers of Industry and Commerce (DIHK) e.V.
Breite Straße 29
10178 Berlin, Germany
Phone: 0180 600 58 50 (0.20 euro per call)
www.vermittlerregister.info

4. Licensing authority

Insurance brokerage:
Chamber of Industry and Commerce for the Stuttgart region,
Jägerstraße 30,
70174 Stuttgart, Germany

5. Arbitration bodies

Arbitration Board for Commercial Insurance, Investment and Credit Brokerage,
Glockengießerwall 2,
20095 Hamburg, Germany

6. Advice in insurance brokerage

As part of the brokerage process, Kristian Kallenberger provides advice that meets the legal requirements.

7. Type and source of remuneration of an insurance broker

Remuneration for this service may take different forms:

  • a fee agreed with the client,
  • a commission included in the insurance premium and paid by the insurance company, or
  • a combination of both.

The choice of model depends on the wishes and needs of the client, as well as the insurance products offered.

8. Remuneration of financial investment brokers and, where applicable, advice

In financial investment brokerage and, where applicable, investment advice, remuneration is provided exclusively through payments from third parties, which may also be retained.

9. Issuers and providers

We act as intermediaries and, where necessary, advise on financial investments across the entire German market, to the extent permitted by our official financial investment broker licence under Section 34f of the German Trade Regulation Act (GewO).