Initial Information

This Eng­lish trans­la­ti­on is pro­vi­ded for infor­ma­ti­on pur­po­ses. In the event of any dis­crepan­cy, the Ger­man ver­si­on shall pre­vail.

Name, address and contact details

Mar­ti­na Mar­tí­nez
Im Müh­len­grund 11
56566 Neu­wied
Ger­ma­ny

Tele­pho­ne: +49 2631 9569718
Fax: +49 2631 9522749
Mobi­le: +49 170 9604841
Email: mm@martina-martinez.de

Type of activity and authorisation

We are regis­tered in the Ger­man Regis­ter of Insu­rance Inter­me­dia­ries with the Koblenz Cham­ber of Indus­try and Com­mer­ce as an insu­rance bro­ker aut­ho­ri­sed pur­su­ant to Sec­tion 34d(1) of the Ger­man Trade Regu­la­ti­on Act (GewO).

Regis­tra­ti­on num­ber: D‑3KF9-A1I4B-40

Super­vi­so­ry aut­ho­ri­ty and aut­ho­ri­ty respon­si­ble for gran­ting the aut­ho­ri­sa­ti­on:
Koblenz Cham­ber of Indus­try and Com­mer­ce
Schloss­str. 2, 56068 Koblenz, Ger­ma­ny
P.O. Box 20 08 62, 56008 Koblenz, Ger­ma­ny
Tele­pho­ne: +49 261 106–0
www.ihk-koblenz.de

Joint registration office pursuant to Section 11a(1) GewO

Ger­man Cham­ber of Com­mer­ce and Indus­try (DIHK)
Brei­te Stra­ße 29
10178 Ber­lin, Ger­ma­ny
Tele­pho­ne: +49 180 600 58 50
(Ger­man land­li­ne rate: €0.20 per call; Ger­man mobi­le rates: no more than €0.60 per call)
www.vermittlerregister.info

Professional regulations

We are sub­ject to the fol­lo­wing pro­fes­sio­nal regu­la­ti­ons:

  • Sec­tion 34d of the Ger­man Trade Regu­la­ti­on Act (GewO)
  • Sec­tions 59–68 of the Ger­man Insu­rance Con­tract Act (VVG)
  • Ger­man Insu­rance Media­ti­on Regu­la­ti­on (Vers­VermV)

The pro­fes­sio­nal regu­la­ti­ons can be view­ed and acces­sed on the web­site ope­ra­ted by the Ger­man Fede­ral Minis­try of Jus­ti­ce and juris GmbH: www.gesetze-im-internet.de.

Professional indemnity insurance

We main­tain pro­fes­sio­nal indem­ni­ty insu­rance for finan­cial loss that exceeds the mini­mum covera­ge requi­re­ments of Sec­tion 12 of the Ger­man Insu­rance Media­ti­on Regu­la­ti­on (Vers­VermV). The risk car­ri­er is:

Alli­anz Ver­si­che­rungs-AG
10900 Ber­lin, Ger­ma­ny

Our pro­fes­sio­nal indem­ni­ty insu­rance is valid throug­hout the Euro­pean Uni­on and the other con­trac­ting sta­tes of the Euro­pean Eco­no­mic Area.

Disclosure of direct or indirect holdings exceeding 10%

We do not hold any direct or indi­rect inte­rest excee­ding 10% of the voting rights or capi­tal of an insu­rance under­ta­king. No insu­rance under­ta­king holds any direct or indi­rect inte­rest excee­ding 10% of the voting rights or capi­tal of our com­pa­ny.

Information on remuneration and benefits in insurance mediation

As part of our media­ti­on ser­vices, we pro­vi­de advice in accordance with the sta­tu­to­ry requi­re­ments and recei­ve com­mis­si­on from the pro­duct pro­vi­der when an insu­rance con­tract is suc­cessful­ly arran­ged. The cus­to­mer does not pay this com­mis­si­on to us sepa­ra­te­ly; it is alre­a­dy included in the insu­rance pre­mi­um.

If a dif­fe­rent arran­ge­ment is reques­ted or requi­red by the cir­cum­s­tances, our ser­vices will be remu­ne­ra­ted by a fee or expen­se allo­wan­ce, eit­her enti­re­ly or in com­bi­na­ti­on with the com­mis­si­on descri­bed abo­ve. The amount of the fee is agreed in wri­ting in advan­ce bet­ween the cus­to­mer and the advi­ser.

We do not recei­ve any other remu­ne­ra­ti­on in con­nec­tion with our advi­so­ry and media­ti­on ser­vices.

Sustainability-related disclosure for the distribution of insurance-based investment products

We pur­sue an inde­pen­dent sus­taina­bi­li­ty stra­tegy. When sel­ec­ting insu­rance com­pa­nies and insu­rance pro­ducts, we take into account the infor­ma­ti­on pro­vi­ded by insu­r­ers. Depen­ding on the cus­to­mer’s wis­hes, insu­r­ers that cle­ar­ly do not pur­sue a stra­tegy for inte­gra­ting sus­taina­bi­li­ty risks into their invest­ment decis­i­ons may be excluded from our recom­men­da­ti­ons. As part of the indi­vi­du­al advice pro­vi­ded in the cus­to­mer’s inte­rest, we explain sepa­ra­te­ly whe­re the con­side­ra­ti­on of sus­taina­bi­li­ty risks in an invest­ment decis­i­on ent­ails an iden­ti­fia­ble advan­ta­ge or dis­ad­van­ta­ge for the indi­vi­du­al cus­to­mer.

The rele­vant insurer pro­vi­des infor­ma­ti­on on how sus­taina­bi­li­ty risks are con­side­red in its invest­ment decis­i­ons in its pre-con­trac­tu­al infor­ma­ti­on. Cus­to­mers are wel­co­me to cont­act us with any ques­ti­ons befo­re ente­ring into a con­tract.

In our advi­so­ry ser­vices, the prin­ci­pal adver­se impacts of invest­ment decis­i­ons on sus­taina­bi­li­ty fac­tors at finan­cial mar­ket par­ti­ci­pan­ts (insu­r­ers) are taken into account on the basis of the infor­ma­ti­on made available by the insu­rance com­pa­nies. We are not respon­si­ble for the accu­ra­cy of this infor­ma­ti­on. At pre­sent, the­se impacts can only be con­side­red to a limi­t­ed ext­ent becau­se the infor­ma­ti­on sup­pli­ed by insu­r­ers is still deve­lo­ping and may remain incom­ple­te. At the cus­to­mer’s spe­ci­fic request, sus­taina­bi­li­ty fac­tors may be con­side­red on the basis of the data curr­ent­ly available.

Addresses of dispute resolution bodies

Ver­si­che­rungs­om­buds­mann e.V.
P.O. Box 08 06 32
Tele­pho­ne: 0800 3696000 (free of char­ge from Ger­man tele­pho­ne net­works)
Fax: 0800 3699000 (free of char­ge from Ger­man tele­pho­ne net­works)
Web­site: www.versicherungsombudsmann.de

Ombuds­man for Pri­va­te Health and Long-Term Care Insu­rance
P.O. Box 06 02 22
10052 Ber­lin, Ger­ma­ny
Tele­pho­ne: 0800 2550444 (free of char­ge from Ger­man tele­pho­ne net­works)
Fax: +49 30 20458931
Web­site: www.pkv-ombudsmann.de

Complaints management

If you wish to com­plain about our acti­vi­ties, plea­se cont­act us using the details pro­vi­ded abo­ve under “Name, address and cont­act details”.