Your Documents & Requests

Last Article Update 11.09.2026

George offers many ways to follow up on your finances. You can contact your advisor, book an appointment or chat with someone who can answer your questions. And in "Documents & Requests", you'll find all key documents, including ones for you to sign.

 

If you have to sign something, George will inform you in time. If your bank requests documents from you, you will find these requests here as well.

How to get to Documents & Requests

What you'll find here

Via "Documents & Requests", you can access different kinds of  documents. For example:

 

  • Credit card statements
  • Dividend information
  • Securities settlements
  • Securities order previews
  • Changes in data processing and expiry of extended customer protection
  • Investment plan contracts or statements
  • Securities account statements
  • Information about BankCard (debit card) limit changes
  • Tax office certificates
  • Contracts for products & plugins
  • Income and redemption documents
  • Documentation of in-person appointments
  • Documents to sign
  • Price increases for products
  • Marketing information documents
  • Information on changes to terms and conditions

In case you want to find out more details about a specific document, just go to "Show more". There you can also download the document as a PDF.

Author: Stephanie Schüller

Author: Stephanie Schüller