SCM KOMPASS AG - Only the best
The market for private equity investments has seen an incredible rate of change in recent years. Tax-oriented products are being superseded by innovative, profit-oriented packages. Today’s investor expects his advisor to select products from a broad spectrum – and naturally against the highest quality criteria.
SCM KOMPASS AG - Who we are and what we can do for you
SCM KOMPASS AG is a subsidiary of the SUDVERS GROUP in Freiburg. This owner-operated insurance broker and financial services provider has decades of experience of this business, and is one of the ten largest German companies working in this sector.
We feel that the broker’s basic principle of independently and objectively selecting for his clients the best product for his needs from the market will continue to apply in the future.
SCM KOMPASS AG has developed a Web-based platform for the sale of closed-end funds, which offers advisors a comprehensive security concept. The SCM Kompass platform is a joint venture between SCM KOMPASS AG and the eFonds Group (the marketplace for closed-end funds). It provides asset managers and selected investment consultants with the infrastructure they need to provide holistic support for their clients with respect to closed-end shareholdings.
SCM KOMPASS AG - Our banking platform means security!
www.scm-kompass.de is a sub-platform of the abs funds platform. ISO 27001 supplements the existing ISO 9001 quality management certification and considers the requirements in much greater depth than simple compliance with the German Data Protection Act.
Running an information management system in accordance with ISO 27001 is the only internationally-acknowledged standard for data security within the company. This certification is of immense significance to asset managers and investment consultants since the emphasis is placed on both data security and data backup. This is in fact unique in the closed-end funds market, i.e. no other establishment offers you such a tried and tested security concept.
SCM KOMPASS AG - Services at a glance
Reliable Partner
- Experienced support service with expert contacts on site
- Technical training courses and product presentations
Transparent funds market
- Transparent funds market with over 6,000 funds and 400 issuing houses
- Objectivity – illustration of the actual fund developments
Fund selection according to needs
- Advice given according to need and only considering the relevant part of the market
- Liability issues clarified by independent partners, such as fondstelegramm
- Audit-ready documentation
Efficient handling
- Partnership model
- Full service with no commission waiver
- Sales administration platform
- All subscription information and documents at a glance
- Trustee model
- Commissions handled quickly and reliable via an accountancy company
Sustainable portfolio management
- Incorporation of your existing holdings
- Sustainability
- Ongoing customer support for all funds
- Portfolio management
- Ongoing fine-tuning of all managed funds according to performance
- Brokerage account
- Portfolio illustration for all funds in which your investors have holdings
Expertise – includes specialist areas
- 6b reserves
- Individual solutions for settlements, asset transfers and liquidation of 6b reserves
- Company pension scheme with optimised reinsurance via asset portfolio
- Tailored solutions with respect to “inheritance and gifts”
SCM KOMPASS AG - The benefits for you
- Better manipulation and exploitation of the market potential in the “closed end fund” sector
- Extension of the products offered by the Group and other product partners
- Better quality market presence for closed-end funds
- Increased customer loyalty
