Our investment solutions in detail
FAQs – the most frequently asked questions about our reporting
How often are the factsheets updated?
We update the factsheets once a quarter. The latest version is always available on this page during the first 5 working days of the new quarter.
Is there an individual statement of assets?
Yes, you can find your individual asset statement and reporting directly in your document repository in the findependent app. Where can I find more information about the development of findependent investment solutions? When will I receive the tax statement?
Where can I find more information about the development of findependent investment solutions?
In our quarterly market report, a central component of our ongoing reporting, we prepare the relevant market data for you in a simple, clear and transparent form. This makes it easier for you to understand the performance of your investment solution(s). When will I receive the tax statement?
When will I receive the tax statement?
Your tax statement will be available in the second half of February in your digital document repository in the findependent app.
We will then also inform you by e-mail. This is an electronic tax statement (e-tax statement). You can therefore easily import all the necessary data into your tax return with just a few clicks and without the hassle of typing. By the way: We don’t charge you any fees for your tax statement.
