Registrierung von Personen beantragen, die Rentenberatung als Rechtsdienstleistung anbieten
Inhalt
Begriffe im Kontext
- Anerkennung von Qualifikationen zum Zwecke der Beschäftigung in einem anderen Mitgliedstaat
- Befähigungs- und Sachkundenachweise (2010200)
- Anerkennung ausländischer Berufsqualifikationen (1040400)
Fachlich freigegeben am
Fachlich freigegeben durch
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.
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.
- 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
- 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.
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.
- 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