Single point of contact for professional recognition, pension advisor for not only temporary and occasional legal services in D

Prerequisites

• Theoretical and practical expertise
• personal suitability and reliability
• professional liability insurance with a minimum sum insured of EUR 250,000 for each insured event

Documents required

When registering natural persons:

1. a completed application form

2. A summary of the professional training course and previous professional practice of the person to be registered

3. Documents to prove the theoretical and practical expertise of the person to be registered

If you are entitled to work as a pension advisor in another member state of the European Union, another signatory state to the Agreement on the European Economic Area or in Switzerland, the expertise may also be enhanced by an adjustment course lasting at least six months, taking into account your existing professional qualifications be detected.

In this case, you must provide the certificate issued by a registered person or a member of a bar association stating that you have worked for at least six months under the responsibility of the registered person or a qualified person working for them or the member of a bar association in Germany.

However, the fact that the expertise can be proven by means of an adaptation course lasting at least six months requires the following:

If the activity is regulated in the EU Member State in which you are entitled to practice, you need a certificate of training or qualifications from the competent authority of this Member State.

If the profession is not regulated in the other EU member state, you need a certificate from the competent authority stating that you have been prepared for the profession in a regulated training course.

If neither the profession nor the training is regulated in the other EU member state, you need a certificate from the responsible authority stating that you were prepared for the practice of the profession in a non-regulated training course. You must also prove that you have practiced the profession for at least one year within the previous ten years in another Member State where the profession is not regulated.

If the training or qualification certificate relates to training that was not primarily carried out in EU member states, you must have practiced the profession for at least three years in the member state in which the certificate was issued.

If you have a certificate of training and qualifications from a country that is not a member state of the EU but has been recognized by a member state in which the profession is regulated, you need a certificate from the competent authority of the member state stating that you are there at least have practiced the profession for three years.

4. The certificate of good conduct to be submitted to the authority pursuant to Section 30 (5) of the Federal Central Register Act (Please apply for this from the competent authority. The certificate of good conduct will then be sent directly to the District Court of Hamburg.)

5. Proof of professional liability insurance for the person to be registered (can be submitted later if requested separately)


When registering legal entities:

1. a completed application form

2. Documents to prove that a qualified person is working for the person to be registered under the following conditions:
- permanent employment in the company
- Independence from instructions and authority to issue instructions
- Authorization to represent externally

3. A summary of the professional training course and previous professional practice of the qualified person

4. Documents to prove the theoretical and practical expertise of the qualified person

5. The certificate of good conduct for submission to the authority pursuant to Section 30 (5) of the Federal Central Register Act for the qualified person (please apply for this from the competent authority. The certificate of good conduct will then be sent directly to the district court of Hamburg.)

6. Proof of professional liability insurance for the person to be registered (can be submitted later if requested separately)

Please note

Please fill out the appropriate application form completely and enclose the required attachments.

Deadlines

No

Processing time

Approx. 4 weeks from receipt of the complete documents

Fees

• EUR 150 per registration


• EUR 150 for the registration of another qualified person

Legal basis

§§ 12 f. of the law on extrajudicial legal services (legal services law - RDG);




Section 3 (3) of the Ordinance on the Legal Services Act (Legal Services Ordinance – RDV)