Beratungsprotokoll                                            Seite 1

                                                                           
Klaus Reinhardt
                                                      Finanzmanagement

                                                              Hofwiese 4
                                                        D-79809 Weilheim

Kunde:   ____________________________________________________________________________________

Anschrift: ____________________________________________________________________________________


1. Wünsche und Bedürfnisse des Kunden
  
1.1 Kundenwünsche
   __________________________________________________________________________________________
   __________________________________________________________________________________________
   __________________________________________________________________________________________
   __________________________________________________________________________________________

   1.2 Kundenbedarf
   __________________________________________________________________________________________
   __________________________________________________________________________________________
   __________________________________________________________________________________________
   __________________________________________________________________________________________


2. Rat - Begründung - Kundenentscheidung
  
2.1 Risikobewertung / Komplexität
   __________________________________________________________________________________________
   __________________________________________________________________________________________
   __________________________________________________________________________________________
   __________________________________________________________________________________________

 

                                                               Seite 2

  
2.2 In Betracht kommende Versicherungsarten
   __________________________________________________________________________________________
   __________________________________________________________________________________________
   __________________________________________________________________________________________
   __________________________________________________________________________________________

   2.3 Rat und Begründung
   __________________________________________________________________________________________
   __________________________________________________________________________________________
   __________________________________________________________________________________________
   __________________________________________________________________________________________
   __________________________________________________________________________________________
   __________________________________________________________________________________________

  
2.4 Kundenentscheidung
   __________________________________________________________________________________________
   __________________________________________________________________________________________
   __________________________________________________________________________________________
   __________________________________________________________________________________________

   Der Kunde folgt dem Rat des Maklers nicht, weil
   __________________________________________________________________________________________
   __________________________________________________________________________________________
   __________________________________________________________________________________________
   __________________________________________________________________________________________



   Ort, Datum __________________      Kunde ___________________       Makler ___________________
 

 

  Anlage........ zum Beratungsprotokoll vom....................   VN................................

  Marktuntersuchung


   Der Versicherungsmakler stützt seinen Rat nicht auf eine objektive, ausgewogenen Marktuntersuchung.

   Der Kunde hat von seinem Recht, die Namen der dem Rat zu Grunde gelegten Versicherer zu verlangen,

   keinen Gebrauch gemacht.

   Gebrauch gemacht. Name der Versicherer.

   __________________________________________________________________________________________
   __________________________________________________________________________________________
   __________________________________________________________________________________________
   __________________________________________________________________________________________

















   __________________                 ___________________                 ___________________
   Ort, Datum                           Kunde                               Makler