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Spring 2013 Seminar Series
Tax obligations in Austria
20 June 2013
Vienna International Centre, Room G0545
If you have been investing for many years, you may have assets that are spread across many different financial institutions. Whether you hold mutual funds, individual stocks or bonds, consolidating your assets into a single account can help simplify your financial life.
Benefits of Consolidating Accounts
Streamline your investments
Simplify your money management
Identify and reduce overlap in your portfolio
Eliminate potential fees associated with maintaining multiple accounts
To learn more about Account Transfers and Consolidations, contact a financial advisor at UNFCU Advisors GmbH.
Email or Phone
UNFCU Advisors GmbH is authorized to conduct investment advisory activities as a tied agent pursuant to §1 Z 20 iVm § 28 Wertpapieraufsichtsgesetz 2007 ("WAG 2007"). UNFCU Advisors GmbH is listed in the register of tied agents of the Austrian Financial Market Authority, which can be accessed at www.fma.gv.at . A tied agent may only operate on behalf of a securities firm. UNFCU Advisors GmbH is a tied agent of Moventum S.C.A., a securities firm in accordance with RL 2004/39/EG, and a distributor of financial instruments in accordance with § 1 Z 6 WAG 2007. Moventum S.C.A. has many years of international experience in the area of investment advisory services.