With the succession agreement, both the customer takeover and the conditions are regulated.
But how is it ensured that this contract is honored? If it was agreed that the survivors should receive a part of the earnings for x years, but after a short time the customers are gone. How can compliance be ensured?
IGUV offers the following solution: As an independent organization, the development and related compensation to survivors is reviewed and reported annually in accordance with the agreement.
The contracting parties agree to a right of inspection, which ensures a complete review and compliance with the agreement. The contract to ensure the succession arrangement is signed by both parties.
In the event of a succession, IGUV is informed and takes stock of the situation as of the reporting date. IGUV carries out the checks in accordance with the succession regulations, reports any deficiencies and confirms the correct implementation by the successor.
When the contract is concluded, 0.005% of the AuM falls, only in the event of succession, the total cost of such a guarantee is between 2 to 10 percent of the benefits to the survivors.
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