🇩🇪Germany

Überraschungsprüfungen nach Depotgesetz

2 verified sources

Definition

Überraschungsprüfungen (surprise examinations) sind Pflicht für Vermögensverwahrer und Investmentfirmen gemäß KAGB, um Trennung von Kundenvermögen zu prüfen. Non-Compliance führt zu Bußgeldern durch BaFin.

Key Findings

  • Financial Impact: €5.000–€500.000 Bußgeld pro Verstoß; 20–50 Stunden/Monat für manuelle Prüfungsvorbereitung
  • Frequency: Jährlich, unangekündigt
  • Root Cause: Manuelle Nachweis von Depottrennung und digitaler Audit-Trail-Mängel

Why This Matters

This pain point represents a significant opportunity for B2B solutions targeting Investment Advice.

Affected Stakeholders

Compliance Officer, Geschäftsführer, Rechtsabteilung

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Financial Impact

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Current Workarounds

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Methodology & Sources

Data collected via OSINT from regulatory filings, industry audits, and verified case studies.

Evidence Sources:

Related Business Risks

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