Risk Notice

Please read and accept the following information before continuing your visit!

The content of this Internet site was created exclusively for clients with sufficient knowledge and experience to make their investment decisions themselves and properly assess the related risks, hence for professional clients pursuant to the Austrian Securities Supervision Act of 2018 (WAG 2018). The information on the following pages is not suitable for private clients. The following website was created by Willenbacher Advisory GmbH as the promoter of the above funds exclusively for information purposes. The information contained on the website does not constitute legal, tax, or investment advice. The tax treatment of investors depends on their respective personal circumstances and may be subject to future changes. All data are exclusively for the non-commercial own use of the visitors of the website. In addition, the information provided does not represent an advertisement or an offer, or an invitation to submit an offer to purchase or sell financial products. It is not a recommendation to buy or sell financial instruments. The company accepts no responsibility for any loss or damage which arises from having relied upon the information and data published here. Prior to taking an investment decision, you should in any case consult a professional financial services provider. The information presented on this website does not contain any guarantee or assurance of certain properties of a financial product or of services.

Willenbacher Advisory GmbH, which offers investment advisory and investment brokerage services on its Internet site (Section 1 (1a), second sentence, (1) and 1a of the German Banking Act (KWG) and Section 3 (2) (1) and (3) of the Austrian Securities Supervision Act of 2018 (WAG 2018) in respect of the financial services pursuant to Section 1 (6) (a) and (c) WAG 2018)) for investment funds, certificates, bonds, stocks, ETFs, participation certificates, bearer and order debentures of First Quant GmbH, Wiesbaden, operates exclusively on behalf and under the liability of First Quant in connection with the brokerage of financial instruments. In this respect, Willenbacher Advisory GmbH operates as a tied agent of First Quant pursuant to Section 2 (10) KWG.

Terms of Use

By accessing this website and the investment funds, information, materials, and other content (hereinafter referred to as "the Website") therein, you confirm that you understand and accept the following Terms of Use.
Access to the Website, selling restrictions
This Website is not intended for individuals who are subject to a jurisdiction that prohibits or limits the publication or access to the Website (due to that individual's place of residence or domicile or nationality, or for other reasons). Users who are subject to such jurisdictions must inform themselves about such restrictions and shall be responsible for compliance therewith. Dissemination of the information contained herein is prohibited in many countries, unless the investment company has submitted a notice to or obtained a permit from the local regulatory authorities. Willenbacher Advisory GmbH accepts no liability for the suitability or admissibility of the use of the information on this Website in such jurisdictions. It must be ensured that the Website visitor who accepts this legal notice is the sole user. Should several individuals use the same access, the user who accepted the risk notice must ensure (e.g. by deleting the cookies) that any subsequent users will have to read and accept this legal notice.

No offer

The information contained on this Website is general in nature, is not addressed to a specific group of persons, and is only for information purposes. This information does not constitute an offer or a recommendation to make or sell an investment or to carry out any other transactions, and therefore cannot serve as basis for individual investment actions and decisions. Sole binding basis for investment decisions is the sales prospectus with the fund provisions, as amended from time to time, and the simplified prospectus in combination with the latest annual and/or semi-annual report of the investment funds. These are available in German free of charge with the respective investment company or with Willenbacher Advisory GmbH. We recommend that you seek advice from a qualified expert for your investment decisions.
Strategies/Products
Willenbacher Advisory GmbH does not offer potential investors comprehensive market comparisons of all strategies, but primarily informs about strategies managed by partners of Willenbacher Advisory GmbH, i.e. about strategies which Willenbacher Advisory GmbH markets on the basis of sales agreements with asset management companies.

Disclaimer

Willenbacher Advisory GmbH and its data providers endeavour to ensure that the information on the Website is correct and complete on the publication date. Although this information is obtained from reliable sources, Willenbacher Advisory GmbH and its data providers disclaim any explicit or implicit liability for the correctness, reliability, currentness and completeness of the information provided. In addition, opinions expressed on this Website are subject to change at any time without prior notice. Willenbacher Advisory GmbH does not warrant for any changes to the information contained on this Website due to technical problems (e.g. interrupted connections, interference by third parties, viruses, etc.). Neither Willenbacher Advisory GmbH nor its data providers shall be liable for direct or indirect losses, damage, or consequential damage caused, among others, as a result of access to, the use or query of, or surfing on this Website or linked websites. This Website exclusively serves marketing purposes and does not represent a prospectus within the meaning of the Austrian Capital Market Act or the Austrian Investment Fund Act. All data material contained on this Website was collected and evaluated with the proper care and diligence in reliance on reliable external and internal sources. Nevertheless, no assurance can be given as to the completeness and correctness of the figures and charts displayed. Therefore, all liability for any errors shall be excluded, subject to typographical and programming errors.
Investment performance
Information on previous performance does not allow any conclusions as to future performance. The prices of the shares and their income may either increase or decline. You may not receive the entire amount originally invested. Past performance is no guarantee for future performance. Information on performance does not include commissions and subscription and redemption fees. Exchange rate fluctuations may have an additional impact on the values of foreign investments. The risk factors are described in the fund prospectuses. A significant loss in value, up to the total loss of the entire capital invested is also possible.

Taxes

The tax treatment depends on the personal circumstances of each investor and is subject to change. Investors should seek advice from a tax expert prior to an investment decision.
Rights of use, intellectual property rights
This website is solely intended for personal, non-commercial use. Any content of this Website or any part thereof may not be edited, reproduced, disseminated, communicated to the public, or made publicly available without the approval of Willenbacher Advisory GmbH.   Links to this Website are only encouraged upon prior consultation with Willenbacher Advisory GmbH, provided that they are designed as external links and refer to our start page.
Links to third-party websites
This Website may contain links to third-party websites. Links are provided only as a service. Willenbacher Advisory GmbH, however, does not have any influence on the design and content of the linked third-party websites and does not identify with these. Therefore, Willenbacher Advisory GmbH does not accept any responsibility for the linked third-party websites or the products or services offered there. Users visiting these links outside this Website do so at their own risk.

Miscellaneous

Willenbacher Advisory GmbH reserves the right to amend these Terms of Use any time. The user shall be duly informed of the respective amendment by way of a notice on this Website. These Terms of Use are governed by and construed in accordance with the laws of Austria. All disputes which may arise out of or in connection with these Terms of Use shall be referred to the courts in Vienna. Should any provisions of these Terms of Use be or become invalid, this shall not affect the validity of the remaining provisions.
Please address complaints to aw@willenbacher-advisory.com.

Provider identification according to Section 6 of the German Teleservices Act (TDG):

Tied agent of First Quant GmbH

Willenbacher Advisory GmbH, which offers investment advisory and investment brokerage services on its Internet site (Section 1, (1a) second sentence, (1) and (1a) KWG) and Section 3 (2) (1) and (3) WAG 2018 in respect of the financial services pursuant to Section 1 (6) (a) and (c) WAG 2018)) for investment funds, certificates, bonds, stocks, ETFs, participation certificates, bearer and order debentures of First Quant GmbH, Wiesbaden, operates exclusively on behalf and under the liability of First Quant in connection with the brokerage of financial instruments. In this respect, Willenbacher Advisory GmbH operates as a tied agent of First Quant pursuant to Section 2 (10) KWG.

As the liable company, prior to the commencement of business of Willenbacher Advisory GmbH as a broker, First Quant notified the German Federal Financial Supervisory Authority (BaFin) of the acceptance of liability as required under Section 2 (10) KWG, and Willenbacher Advisory GmbH was entered in the register of tied agents of the Financial Market Authority (FMA) - available on the Internet site of FMA - as a tied agent of First Quant GmbH. Willenbacher Advisory GmbH is engaged in investment and acquisition brokerage as a representative of First Quant GmbH. In this respect, First Quant GmbH accepts liability according to Section 2 (10) KWG.
Willenbacher Advisory GmbH is registered in the register of the Financial Market Authority FMA (www.fma.gv.at) as a tied agent of First Quant.

The registration number of First Quant GmbH with BaFin is 123328.

Liability umbrella

First Quant GmbH
Medienpark Haus I
Unter den Eichen 5
69195 Wiesbaden
Managing Director: Michael Schleicher
Phone: +49(0)611-51049541
Fax: +49(0)6655-918165
Email: info@firstquant.de
Internet: www.firstquant.de
AG Wiesbaden, HRB 27335
VAT no: DE182330431
BaFin number 123328
Responsible regulatory authority:
German Federal Financial Supervisory Authority (BaFin)
Marie Curie Strasse 24-28, 60439 Frankfurt am Main
Phone +49 (0) 228-4108-0
Fax +49 (0) 228- 4108-1550
Email: poststelle@bafin.de
Internet: www.bafin.de

As a tied agent pursuant to Section 2 (10) KWG on behalf and for the account of First Quant GmbH, Medienpark, Haus I, Unter den Eichen 5, 65195 Wiesbaden, we offer you the following financial services on the following pages: investment advisory and investment brokerage services (Section 1 (1a), second sentence, (1) and (1a) KWG) and Section 3 (2) (1) and (3) WAG 2018 in respect of the financial services pursuant to Section 1 (6) (a) and (c) WAG 2018) for investment funds, certificates, bonds, stocks, ETFs, participation certificates, bearer and order debentures. Your future contract partner, First Quant GmbH, has obtained the corresponding permits from the German Federal Financial Supervisory Authority. Information on Willenbacher Advisory GmbH is available at the public registers of tied agents kept by BaFin and FMA. More information can be found at Publishing Information on this page.

 

Cookie Policy

Information about cookies

To optimize our web presence, we use cookies. These are small text files stored in your computer's main memory. These cookies are deleted after you close the browser. Other cookies remain on your computer (long-term cookies) and permit its recognition on your next visit. This allows us to improve your access to our site.

You can prevent storage of cookies by choosing a "disable cookies" option in your browser settings. But this can limit the functionality of our Internet offers as a result.

Web analysis with Google Analytics

This website uses Google Analytics, a web analysis service of Google Inc. (Google). Google Analytics uses cookies, i.e. text files stored on your computer to enable analysis of website usage by you. Information generated by the cookie about your use of this website is usually transmitted to a Google server in the United States and stored there. In case of activated IP anonymization on this website, however, your IP address is previously truncated by Google within member states of the European Union or in other states which are party to the agreement on the European Economic Area. Only in exceptional cases is a full IP address transmitted to a Google server in the United States and truncated there. On behalf this website's owner, Google will use this information to evaluate your use of the website, compile reports about website activities, and provide the website's operator with further services related to website and Internet usage. The IP address sent from your browser as part of Google Analytics is not merged with other data by Google. You can prevent storage of cookies by appropriately setting your browser software; in this case, however, please note that you might not be able to fully use all functions offered by this website. In addition, you can prevent data generated by the cookie and relating to your use of the website (including your IP address) from being collected and processed by Google, by downloading and installing a browser plug-in from the following link: http://tools.google.com/dlpage/gaoptout?hl=en

This website uses Google Analytics with the extension "anonymizeIP()", IP addresses being truncated before further processing in order to rule out direct associations to persons.

I am an eligible counterparty within the meaning of the law WAG 2018 and I read the terms of usage and agreed.

 
 
 


Andreas Willenbacher
There is nothing on this earth – no product, no service, no idea, and no point of view, which does not need to be sold in some way.




AIFM

.AIFM

 

AIFM company

 

You want to know whether your company comes within the scope of AIFM legislation?

Is your company able to provide advice and brokering services for alternative investment funds?

What effects will the new AIFM legislation have on your company?

 

AIFM product

 

What requirements must your product meet to qualify for AIFM passporting?

Do you need assistance with the European passport for your AIFM product?

Is your product eligible for marketing to retail investors in Austria, Germany and France?

 

AIFM distribution

 

Are you looking for distribution partners for your AIFM product in Germany, Austria and France?

Do you need a feasibility study for market entry of your AIFM product?

Would you like to build up a network of contacts to public authorities, regulators and interest groups for your AIFM product?

 

Contact - Inquiry

 

aw@willenbacher-advisory.com

 

 

 

 

In our function as a tied agent pursuant to Section 2 (10) German Banking Act, we offer the following financial services for the account of and under full liability of First Quant GmbH, Peterstrasse 8, 36148 Kalbach on the following web pages: investment advice, Section 1 (1a) No. 1a German Banking Act | investment brokering, Section 1 (1a) No. 1 German Banking Act | contract brokering, Section 1 (1a) No. 2 German Banking Act. Your future contractual partner, First Quant GmbH, has been issued the required permits by Bundesanstalt für Finanzdienstleistungsaufsicht (Bafin). Willenbacher Advisory GmbH is listed in the publicly accessible register of BaFin and FMA (Austrian Financial Market Authority) of tied brokers. Further information is available in the section on editorial information on this site.

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