Consulting minutes are an aid to the documentation of consulting discussions with the switching of insurance and investments of funds.
In consulting minutes is held, what the customer wishes, what is missing to it and which he actually accepts.
With consulting minutes the fulfilment of legally prescribed report and duties of counselling is to be held. Basis for such obligations is the EEC mediator guideline, which plans 12 and 13 obligations to information and information in kind and which to member states commits, appropriate legal regulations over such obligations until 15 January 2005 to be issued. The guideline was not converted within the prescribed period so far by the Federal Republic of Germany.
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