With immediate effect, Fonds Finanz is offering its sales partners the option of buying up their holdings. This emerges from an email that the broker pool sent to its agents to explain the background to the announced majority takeover by HG Capital. The letter is FONDS professionell ONLINE.
Already today, the Fonds Finanz “gives every broker the opportunity to ‘leave’ the stocks with us” and to receive the full inventory and dynamic commission, according to the mail. The support then takes place via Versoffice. This company from Bingen am Rhein describes itself as a “virtual back office for insurance companies”.
The stocks go to the most loyal brokers
“Nevertheless, there are brokers every day who want to sell their holdings for a wide variety of reasons,” writes the Munich broker pool. “We will do that in the future, save the seller a lot of effort and take over every inventory at a price that is well above the market price and at the same time enable fast and hassle-free transfer.”
Fonds Finanz would like to entrust its “Three Circles” brokers with the management of their portfolios, “in order to create further advantages for our most loyal brokers in the form of customer leads,” as the reason given. “Three Circles” is the “Loyalty” program launched by the broker pool in 2017. Agents can achieve bronze, silver or gold status depending on their commission turnover and receive various rewards. (bm)
– .
