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    Spring 2013 Seminar Series
    Topic:
    Tax obligations in Austria
    Date:
    Thursday,
    20 June 2013
    Time:
    12:00—14:00
    Place:
    Vienna International Centre, Room G0545


    Just as your financial plan should be updated at least once a year, it is a good idea to review your portfolio with an experienced financial professional on a regular basis. Your financial advisor can help you review your portfolio to help ensure that your current investment strategies are aligned with your immediate and long-term goals.

    Benefits of a portfolio review
  • Maximize tax-advantaged savings strategies
  • Diversify investments when needed to reduce risk
  • Rebalance portfolio periodically to maintain target asset allocation
  • Consolidate similar accounts
  • Identify and reduce overlap in your portfolio


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    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.