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Rechtsdienstleistungen aufgrund besonderer Sachkunde Registrierung von Personen die Rentenberatung erbringen

Bremen 99094002019001 Typ 2/3

Inhalt

Leistungsschlüssel

99094002019001

Leistungsbezeichnung

Rechtsdienstleistungen aufgrund besonderer Sachkunde Registrierung von Personen die Rentenberatung erbringen

Leistungsbezeichnung II

Registration in the legal services register of persons wishing to provide pension advice

Leistungstypisierung

Typ 2/3

Begriffe im Kontext

nicht vorhanden

Leistungstyp

nicht vorhanden

SDG Informationsbereiche

nicht vorhanden

Lagen Portalverbund

  • Befähigungs- und Sachkundenachweise (2010200)
  • Berufszulassungen und Berechtigungen (1040500)
  • Anerkennung ausländischer Berufsqualifikationen (1040400)

Einheitlicher Ansprechpartner

nicht vorhanden

Fachlich freigegeben am

29.02.2024

Fachlich freigegeben durch

nicht vorhanden

Handlungsgrundlage

Teaser

If you wish to provide pension advice, you must register with the competent authority in the legal services register.

Volltext

Pension advice is an area of legal services. If you wish to provide pension advice in the following areas, you must register with the competent authority and be entered in the legal services register:

  • statutory pension and accident insurance,
  • social compensation law,
  • other social security and disability law relating to a statutory pension as well as occupational and occupational pension schemes.

You must be personally suitable and reliable. Important benchmarks for the required reliability are previous experience (in particular any criminal offenses) and financial circumstances. You will also need proof of special expertise (theoretical and practical) in the relevant areas of law. Professional liability insurance with a minimum sum insured of 250,000.00 euros for each insured event must be taken out. Natural and legal persons as well as companies without legal personality can be registered. The application can be limited to one or more of the above-mentioned areas of law. If necessary for the protection of legal practitioners or legal transactions, registration may be made subject to conditions or linked to requirements.

Erforderliche Unterlagen

Voraussetzungen

  • Personal suitability and reliability;
  • Theoretical and practical expertise in the area or sub-area of Section 10 (1) of the Legal Services Act (RDG) in which the legal services are to be provided;
  • Professional liability insurance with a minimum sum insured of EUR 250,000 for each insured event
  • Legal entities and companies without legal personality must appoint at least one natural person who meets all the necessary requirements (qualified person). The qualified person must
    • be permanently employed by the company,
    • independent of instructions and authorized to issue instructions in all matters relating to the company's legal services and
    • be authorized to represent the company externally.

Kosten

Gebühr: 150€
Entry of a qualified person in the legal services register if the entry is not covered by fee 1110 (per person).
Gebühr: 75€
No. 1112 Revocation or withdrawal of registration.
Gebühr: 150€
Tariff item no. 1110: When registering a legal entity or a company without legal personality, the fee also covers the entry of a qualified person in the legal services register.
The fees for matters under the Legal Services Act are determined in accordance with Section 1 (2) No. 3 of the Administration of Justice Costs Act.

Verfahrensablauf

You apply for registration in the legal services register in the area of pension advice and submit the application together with the other documents to the competent authority.

The competent authority will review your application.

As soon as all requirements have been met and all evidence has been provided, the competent authority will register you and publish the registration in the legal services register.

You will receive notification as to whether registration has taken place.

Bearbeitungsdauer

Approximately 4 weeks from receipt of the complete documents. A decision on the application must be made within 3 months.

Frist

The exercise of an activity under the Legal Services Act (RDG) may only take place after registration. There are no application deadlines for registration.

Weiterführende Informationen

nicht vorhanden

Hinweise

Legal services register and public announcement:

In accordance with Section 16 of the Legal Services Act (RDG), a transnational legal services register will be established. This serves to provide information free of charge to those seeking legal services, persons offering legal services, the legal profession and other public bodies. Persons who are permitted to provide legal services in one or more of the areas or sub-areas specified in Section 10 (1) RDG (debt collection services, pension advice and legal services in a foreign law) and persons or associations who have been definitively prohibited from providing legal services in accordance with Section 9 (1) RDG are published in the legal services register.

The public announcement pursuant to Section 16 para. 3 sentence 1 RDG is made several times a day by means of a central publication of all registration authorities on these pages.

The publicly published data will be deleted if the requirements of Section 17 RDG are met.

Legal remedy/means of appeal:

Objection within one month

Rechtsbehelf

nicht vorhanden

Kurztext

Ansprechpunkt

nicht vorhanden

Zuständige Stelle

nicht vorhanden

Formulare

nicht vorhanden