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Registrierung von Personen beantragen, die Rentenberatung als Rechtsdienstleistung anbieten

Nordrhein-Westfalen 99094002019001, 99094002019001 Typ 2/3

Inhalt

Leistungsschlüssel

99094002019001, 99094002019001

Leistungsbezeichnung

Apply for registration of persons offering pension advice as a legal service

Leistungsbezeichnung II

Apply for registration of persons offering pension advice as a legal service

Leistungstypisierung

Typ 2/3

Begriffe im Kontext

nicht vorhanden

Leistungstyp

Leistungsobjekt mit Verrichtung und Detail

Leistungsgruppierung

Rechtsdienstleistungen (094)

Verrichtungskennung

Registrierung (019)

Verrichtungsdetail

of persons who provide pension advice

SDG Informationsbereiche

  • Anerkennung von Qualifikationen zum Zwecke der Beschäftigung in einem anderen Mitgliedstaat

Lagen Portalverbund

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

Einheitlicher Ansprechpartner

Nein

Fachlich freigegeben am

12.06.2024

Fachlich freigegeben durch

Federal Ministry of Justice (BMJ)

Handlungsgrundlage

Teaser

Would you like to offer pension advice? Then you need to be registered in the legal services register, for which you must provide proof of your specialist knowledge.

Volltext

Every legal service is a responsible activity for which you must meet various requirements. This serves to protect those seeking legal advice from unqualified legal services.

If you wish to provide pension advice on a commercial basis, you must prove your personal suitability and specialist knowledge and register with the Legal Services Register.

You can provide pension advice in various areas. These include

  • statutory pension and accident insurance
  • social compensation law
  • social security and disability law with reference to a statutory pension
  • occupational and occupational pension schemes

You can apply for registration as

  • natural person
  • legal entity
  • a partnership with legal capacity

Legal entities include, for example

  • Limited liability company (GmbH)
  • associations
  • foundations

Partnerships with legal capacity include, for example

  • Civil law partnership (GbR)
  • General partnership (oHG)

As a legal entity or a partnership with legal capacity, you must appoint a natural person to represent you externally and who meets the professional requirements.

Registration in the legal services register only allows you to work outside of court and in certain proceedings before the social courts.

When registering, you may be subject to conditions that can be imposed or changed at any time.

If you are established in another country of the European Union (EU) or the European Economic Area (EEA) to practise a comparable profession, you can apply for temporary registration.

You can also register via the Single Point of Contact (SPC) in your federal state.

Once you have been registered, the competent registration authority will arrange for your registration to be publicly announced in the Legal Services Register.

Erforderliche Unterlagen

  • Description of your professional training with supporting documents
  • Description of your previous professional experience with supporting documents
  • Certificate of good conduct, which will be sent directly to the competent registration authority
  • Declaration that no insolvency proceedings are pending against you as the applicant
  • Declaration that you as the applicant have not been entered in the debtor register in the 3 years prior to submitting the application

Voraussetzungen

  • You have the personal suitability and reliability. This means that
    • You have an orderly financial situation.
    • You have no significant criminal record.
  • You have theoretical and practical specialist knowledge, for example in
    • Law on statutory pension and accident insurance
    • the structure, organization and structural principles of social security
    • the administrative procedure under social law
    • social court proceedings
  • You can prove your specialist knowledge through
    • Professional training
    • professional practice
  • You have professional liability insurance with a minimum sum insured of EUR 250,000 for each insured event.
  • Legal entities and partnerships with legal capacity must nominate at least one natural person who meets all the necessary requirements.

Kosten

Verwaltungsgebühr: 150€
A fee of 150 euros is charged for registration. Registration can be made dependent on the prior payment of the fee.

Verfahrensablauf

nicht vorhanden

Bearbeitungsdauer

nicht vorhanden

Frist

Widerspruchsfrist: 1 Monat(e)

Weiterführende Informationen

Hinweise

The following information is available:

If you provide legal services for pension advice without being registered, you are committing an administrative offense. The offense can be punished with a fine of up to EUR 50,000.

Rechtsbehelf

nicht vorhanden

Kurztext

  • Legal services based on special expertise Registration of persons providing pension advice
  • Pension advice is only permitted with registration in the legal services register, as special expertise must be demonstrated
  • The registration can be obtained by
    • natural persons
    • legal entities
    • partnerships with legal capacity
  • Pension advice includes
    • statutory pension and accident insurance
    • social compensation law
    • Social security and disability law with reference to statutory pensions
    • occupational and occupational pension schemes
  • Registration may be subject to conditions that can be imposed or amended at any time
  • Registration only permits activity in out-of-court matters and in certain proceedings before the social courts
  • Temporary registration possible for applicants who are established in another country of the European Union (EU) or the European Economic Area to practice a comparable profession
  • Registration possible via the Single Point of Contact (SPC) of the respective federal state
  • Responsible: competent registration authority of the place of main establishment
  • Responsible for applicants who are not registered in Germany: any competent authority

Ansprechpunkt

nicht vorhanden

Zuständige Stelle

nicht vorhanden

Formulare

nicht vorhanden