Active Fund Placement GmbH acts as a sales coordinator for selected investment products in Germany, Austria and Switzerland. It engages with products that have a clear track record, high liquidity, and tax transparency. Active Fund Placement offers services like lead generation, investor relations, and product presentations to professional investors through its network of private banks, asset managers, and financial advisors. The company requires listed products that provide regular reporting and participate in exhibitions to promote themselves during the contract term.

1. Corporate
ACTIVE FUND PLACEMENT GMBH
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Active Fund Placement GmbH
Mergenthalerallee 10-12
65760 Eschborn
Germany ACTIVE FUND PLACEMENT GMBH
Phone: +49 6196 400145 Active Fund Placement acts as sales Our active business partners include private
Fax: +49 6196 400910 coordinator for selected products that fit the banks, private banking units with larger
requirements of professional investors in banks, savings banks, credit unions, fund of
Vienna: +43 1 740408090 current market environment. funds manager, asset manager, investment
www.fundplacement.at The products are selected based on a firms, licensed financial service companies,
quantitative and qualitative screening; they commercial financial and investment
are transparent, clear and easy to understand. advisors, broker pools, capital investment
ANDREAS KÜMMERT Furthermore they have already gone through companies, pension funds, family offices
Managing Director external due diligence from existing investors. and insurance companies.
D Mobile: +49 173 4781329
AT Mobile: +43 664 7911222
Andreas.Kuemmert@fundplacement.de THE COMPANY EXCLUSIVE FUND TARGET MARKETS SET-UP FEE EMPLOYEES
Founded in February DISTRIBUTION Germany Retainer 1-10
2009 Sales coordination Austria Success Fee
RAFAEL JEROFKE sales channel Switzerland 3rd party costs
Investor Relations & Communication
development Luxemburg
Phone: +49 6074 23 99 500
Rafael.Jerofke@fundplacement.at
EXC Liechtenstein E
Active Fund Placement engages in products with Active Fund Placement offers:
SILVIA HERMANN
Key Account Management
a clear track record and unique selling proposition, ‣ Lead Generation, regional qualification, meeting,
follow-up, closing and ongoing investor relations
Phone: +49 6074 23 99 500 ‣ that are tax transparent in the target market
‣ with high liquidity and NAV calculation ‣ Employee training in private banking, asset
Silvia.Hermann@fundplacement.de
management, licensed financial service compa-
‣ that are UCITS conform nies, capital investment companies.
‣ with public offering and private placement ‣ Client presentation private banking
PATRICIA EISER
Research & Communication
‣ with institutional and retail share class ‣ Institutional investor presentation
Phone: +49 6074 23 99 500 ‣ Presentation with booth on institutional investor
Patricia.Eiser@fundplacement.de Active Fund Placement works on the basis of congresses, wholesale and retail exhibition
‣ regional exclusivity, existing investors and ‣ Participation in round tables and elevator pitches
sales partners are black listed ‣ Access to online broker for special sales packages
‣ commission payment for the target region during ‣ Partner presentation broker pools as well as in-
the time of the cooperation with a transparent
vestment and financial advisors
fee sharing model
‣ Product presentation on website with all docu-
‣ investors and sales partners with of the region
mentation as download. Currently around 2.500
are grandfathered at the end of the cooperation.
high-qualified visitors per month from the region
‣ Documents provided from the product ‣ Strong Network: 3455 contacts in Germany, 3200
partner. Active Fund Placement will not be legally
in Austria, 770 in Switzerland
liable for the content of such documentation.
‣ flexible contract with initial term of minimum ‣ Product development expertise in different juris-
12 months. dictions: Austria, Germany, Liechtenstein, Luxem-
burg, Malta.
Active Fund Placement requires:
‣ Listing on major fund platforms
‣ Listing in major fund databases
‣ Press releases with contact data from Active Fund
Placement
‣ Monthly or quarterly reporting from the fund ad-
ministrator on holdings and flows from the
custodian banks
‣ Minimum one congress or exhibition with
public presentation during the initial term
of the contract.
Active Fund Placement – Performance Matters
HRB 178110 · UST.IdNr: DE264251057
BANKVERBINDUNG: STADTSPARKASSE MÜNCHEN · Konto 1000702660 · BLZ: 70150000
IBAN 78701500001000702660 · BIC SSKMDEMM
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