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Performing the Activities of the Commercial Investment Advisor in Austria and of the Financial Advisor in Slovakia

Slezáková Andrea ()
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Slezáková Andrea: University of Economics in Bratislava, Faculty of Commerce, Department of Commercial Law, Bratislava, Slovakia

Studia Commercialia Bratislavensia, 2020, vol. 13, issue 43, 63-72

Abstract: Financial advisory means providing advice concerning various financial products such as loans, insurance and investments. The commercial investment advisor and the financial advisor develop individual analyses and concepts for their clients, in the sense of a comprehensive financial planning, about the type, construction, protection, maintenance, retention and possible uses of assets and financing. They respond to the special needs of their customers. Despite these common elements, there exist important distinctions in the regulation of the commercial investment advisor in Austria and of the financial advisor in Slovakia.

Keywords: commercial investment advisor; financial advisor; trade license; single license (search for similar items in EconPapers)
JEL-codes: K2 K22 (search for similar items in EconPapers)
Date: 2020
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Persistent link: https://EconPapers.repec.org/RePEc:vrs:stcomb:v:13:y:2020:i:43:p:63-72:n:1

DOI: 10.2478/stcb-2020-0003

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