Performing The Activities Of The Commercial Investment Advisor In Austria And Of The Financial Advisor in Slovakia
Andrea Slezáková
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, protec-tion, maintenance, retention and possible uses of assets and financing. They re-spond to the special needs of their customers. Despite these common elements, there exist important distinctions in the regulation of the commercial investment ad-visor in Austria and of the financial advisor in Slovakia.
Keywords: commercial investment advisor, financial advisor, trade license, single license
JEL Classification: K2, K22
DOI: https://10.2478/stcb-2020-0003
Received: 20.3.2020 Accepted: 30.3.2020 Published: 31.3.2020
How to cite this (APA 7th edition):
Slezáková, A. (2020). Performing the Activities of the Commercial Investment Advisor in Austria and of the Financial Advisor in Slovakia. Studia commercialia Bratislavensia, 13(1), 63-72.
ISSN (online): 1339-3081
Publisher: Fakulty of Commerce, University of Economics in Bratislava
License:
This work is licensed under a Creative Commons Attribution-NonCommercial-NoDerivatives 4.0 International License.