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Initial Information

Liberty Expat Wealth Germany UG (Trading as LeX-Wealth)

According to § 15 para. 1 of the VersVermV (Insurance Brokerage Regulations) in conjunction with § 34 d of the GewO (Trade Regulations)

Company:

 

Liberty Expat Wealth Germany UG (Limited Liability)

Business address:
Opernplatz 14

60313 Frankfurt am Main

Phone: +49 69 2013 4665
Email:  office@lex-wealth.com
Internet:  www.lex-wealth.com

 

Managing Director:

 

Managing director: Darren Tarrant and Dr. Daniel Welker

 

Commercial register:

 

Liberty Expat Wealth Germany UG is entered in the commercial register of the district court in Frankfurt am Main under HRB 128953.

 

Permission:

 

Liberty Expat Wealth Germany UG operates as an insurance broker within the meaning of Section 34d, Paragraph 1 of the Commercial Code. Permission according to § 34d paragraph 1 GewO was granted on 25.01.2023. Liberty Expat Wealth Germany UG is entered in the insurance broker register under number D-RHX8-7BMCP-09 in accordance with Section 34d (1) GewO.

 

Consulting service:

 

Liberty Expat Wealth Germany UG offers advice on brokered insurance products.

 

Compensation:

 

Liberty Expat Wealth Germany UG receives a remuneration for brokering the insurance products, which is included in the insurance premium. Insurance products are brokered by a large number of different insurers. The remuneration agreed with the insurance companies may vary in amount.

 

Independence:

 

Liberty Expat Wealth Germany UG does not hold any direct or indirect interests of more than 10% of the voting rights or capital in an insurance company. An insurance company or its parent company does not hold any direct or indirect interests of more than 10% of the voting rights or capital in Liberty Expat Wealth Germany UG.

 

Professional indemnity insurance:

 

There is a legally required liability insurance with legally required sums insured.

 

The entry in the intermediary register can be checked:

 

Association of German Chambers of Industry and Commerce (DIHK) eV
Breite Straße 29
10178 Berlin
Phone: 0180 600 585 0
(20 cents/call from a German landline, maximum 60 cents/call from mobile networks)
www.vermittlerregister.info

 

Arbitration bodies that can be called upon in the event of a dispute:

 

Insurance Ombudsman eV
Prof. Dr. Günter Hirsch
P.O. Box 08 06 32
10006 Berlin

Phone: 0800 3696000 (free of charge)
(further information at:  www.versicherungsombudsmann.de)

Ombudsman for private health and long-term care insurance
Mr. Heinz Lanfermann
Postfach 060222
10052 Berlin

Telephone: 0800 2550444 (free of charge from German telephone networks)
(further information at:  www.pkv-ombudsmann.de)

Federal Financial Supervisory Authority (BaFin)
Graurheindorfer Straße 108
53117 Bonn

Telephone: 0228 4108-0

 

Responsible licensing authority:

 

Chamber of Industry and Commerce Frankfurt am Main
Börsenplatz 4
60313 Frankfurt am Main
Phone: 069 2197-0
Email:  info@frankfurt-main.ihk.de
Internet:  www.frankfurt-main.ihk.de

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