top of page

Initial Information and Notes on Data Processing

Information pursuant to § 15 Versicherungsvermittlungsverordnung (Insurance Mediation Ordinance) and § 12 Finanzanlagenvermittlungsverordnung (Financial Investment Mediation Ordinance) as well as data protection information pursuant to Art. 13 and 21 DSGVO:


infinas GmbH & Co. KG
Unter den Linden 12
10117 Berlin, Germany 
Phone: +49-30-88 72 74 69 00
Fax: -+49-30-88 72 74 69 99

Managing Director:

Dr. Mark Ortmann, Finanzökonom (ebs)


Commercial register:

The infinas GmbH & Co. KG is registered in the commercial register of the Charlottenburg Local Court under HR A 38938 B, registered office: Berlin.

The general partner infinas Beteiligungs- und Verwaltungs-GmbH is registered in the commercial register of the local court Charlottenburg under HR B 105276 B, registered office: Berlin.



infinas operates as an insurance broker in line with § 34 d para. 1 Gewerbeordnung (German Commercial Code). The permission according to § 34d Abs. 1 GewO was granted on 30.08.2007. infinas Beteiligungs- und Verwaltungs-GmbH is registered in the insurance intermediary register under number D-E9PL-DC2NM-98.

infinas is also active as a financial investment broker, holding a licence in accordance with § 34f para. 1 sentence 1 number 1 Gewerbeordnung (German Commercial Code). The licence according to § 34f of the GewO was granted on 28.05.2013. infinas Beteiligungs- und Verwaltungs-GmbH is entered in the register of financial investment brokers under number D-F-107-UB6B-11.



The infinas GmbH & Co. KG and infinas Beteiligungs- und Verwaltungs-GmbH do not hold any direct or indirect interest of more than 10% of the voting rights or capital in an insurance company. An insurance company or its parent company does not hold a direct or indirect interest of more than 10% of the voting rights or capital in infinas GmbH & Co. KG and infinas Beteiligungs- und Verwaltungs-GmbH. 


The infinas GmbH & Co. KG offers advise in respect to the insurances and public investment funds offered.


Type and source of remuneration:

If no deviating agreement has been made, infinas GmbH & Co. KG will receive commissions from the insurance companies. These will be included in the premiums and investment amounts. If the customer has made an agreement with infinas GmbH & Co. KG, infinas GmbH 6 Co. KG shall not receive any commission in respect of the insurance company concerned. When brokering investment funds, the client and infinas agree on a fee which is charged by the banks from the invested assets in accordance with the contract.

The entry in the register of intermediaries can be checked:

Deutscher Industrie- und Handelskammertag e. V. (Association of German Chambers of Industry and Commerce)
Breite Straße 29
10178 Berlin, Germany 
Phone: 0-180-600 585-0
(20 cent/minute from a German landline, maximum 60 cent/minute from mobile networks). For verification, visit


Complaints bodies which you can appeal to in the event of a dispute

Versicherungsombudsmann e.V (Insurance ombudsman, registered association) 
Prof. Dr. Günter Hirsch
Postfach 08 06 32
10006 Berlin
Phone: 0800 3696000 (free of charge in Germany)
(for more information visit

Ombudsman for private health and long-term care insurance
Heinz Lanfermann
Postfach 060222
10052 Berlin

Phone: 0180 2550444 (6 cent/minute from a German landline, maximum 42 cent/minute from mobile networks) (for more information visit

Bundesanstalt für Finanzdienstleistungsaufsicht (BAFin) (Federal Financial Supervisory Authority)
Graurheindorfer Straße 108
53117 Bonn
(for more information [keyword: Ombudsleute])


Responsible authorities

Industrie- und Handelskammer (Chamber of Industry and Commerce) Berlin
Commercial and tax law
Fasanenstraße 85
10623 Berlin
Phone: +49-30-315 10-0
Fax: +49-30-315 10-166

Bezirksamt Charlottenburg-Wilmersdorf von Berlin (District office Charlottenburg-Wilmersdorf of Berlin) 
- Economic Department -
Otto-Suhr-Allee 100
10585 Berlin
Phone: +49-30-9029-10, fax: +49-30-9029-13091


Information on data processing

1. Name and contact details of the data controller 

This data protection notice applies to data processing by:
Responsible: infinas GmbH & Co. KG, Unter den Linden 12, 10117 Berlin, Germany, represented by the managing director Dr. Mark Ortmann, e-mail:, telephone: +49 30 8872746900, fax: +49 30 8872746999.


2. Collection and storage of personal data as well as type and purpose and their use

If you assign us, we will collect the following information:

  • salutation, title, first name, last name,

  • a valid e-mail address,

  • postal address,

  • telephone number (landline and/or mobile phone)

  • Information necessary for advising and brokering insurance companies and/or open-ended investment funds within the scope of the brokerage mandate.

This data is collected

  • in order to identify you as our customer,

  • in order to advise and represent you appropriately about insurance companies and open-ended investment funds,

  • for correspondence with you,

  • for invoicing, if applicable,

  • to process possible liability claims or the assertion of possible claims against you, if necessary.

The data processing is carried out at your request and is required according to Art. 6 para. 1 sentence 1 lit. b DSGVO for the stated purposes for the appropriate processing of the brokerage order and for the mutual fulfilment of obligations arising from the brokerage order.

The personal data collected by us in connection with the assignment will be stored for the duration of our contractual relationship and will also be stored after termination of the brokerage contract until expiry of the statutory storage obligation and deleted thereafter, unless we are obliged to store the data for a longer period of time in accordance with Article 6 para. 1 sentence 1 lit. c DSGVO on the basis of tax and commercial law storage and documentation obligations (according to HGB - German Commercial Code, StGB - German Penal Code, or AO – Regulation of Taxation) or you have consented to storage going beyond this in accordance with Article 6 para. 1 sentence 1 lit. a DSGVO.


3. Disclosure of data to third parties

Your personal data will not be transferred to third parties for purposes other than those listed below.

Insofar as this is necessary in accordance with Art. 6 Para. 1 S. 1 lit. b DSGVO for the execution of the brokerage order with you, your personal data will be passed on to third parties who are involved in the execution of this contract. This always includes: the relevant insurance company or bank whose products you wish to take out.

The data disclosed may only be used by the third party for the purposes stated above.

We will only transfer your data to third parties (e.g. to credit institutions for payment processing or to lawyers for the enforcement of open claims), provided that there is a right to transfer data under data protection law (e.g. in accordance with the above-mentioned legal provisions).

Your data may be passed on by us to external service providers (e.g. external IT service providers, Deutscher Maklerverbund GmbH, broker pools, scanning centres or document shredders, accountants) who support us in data processing within the scope of order processing strictly in accordance with instructions. Data processing outside the EU or the EEA does not take place. We will not sell or otherwise market your personal data to third parties..


4. Data processing for direct marketing

We process your data for the purpose of direct advertising, in particular to draw your attention, by e-mail, to special offers and product improvements in the context of our contractual relationship. Data processing is based on Art. 6 Para. 1 lit. f DSGVO and in the interest of informing you about new products and services. Every customer has his own right of objection against this processing, the exercise of which leads to the termination of processing for the purpose of direct marketing. If data is stored exclusively for direct marketing purposes, it will be deleted after objection has been made.


5. Rights of persons affected 

You have the right: 

  • to revoke your consent to us at any time, in accordance with Art. 7 para. 3 DSGVO. As a result, we may no longer continue the data processing based on this consent in the future,

  • pursuant to Art. 15 DSGVO, to request information about your personal data processed by us. In particular, you may request information on the processing purposes, the category of personal data, the categories of recipients to whom your data have been or will be disclosed, the planned storage period, the existence of a right of rectification, deletion, restriction of processing or objection, the existence of a right of complaint, the origin of your data, unless it has been collected from us, as well as the existence of an automated decision-making process including profiling and, where applicable, meaningful information on its details,

  • pursuant to Art. 16 DSGVO, to immediately request the correction of incorrect or incomplete personal data stored by us,

  • pursuant to Art. 17 DSGVO, to request the deletion of your personal data stored by us, unless processing is necessary for the exercise of the right to freedom of expression and information, for the fulfilment of a legal obligation, for reasons of public interest or for the assertion, exercise or defence of legal claims,

  • pursuant to Art. 18 DSGVO, to demand the restriction of the processing of your personal data if the accuracy of the data is disputed by you, the processing is unlawful, but you refuse to delete it and we no longer need the data, but you need it to assert, exercise or defend legal claims or you have lodged an objection to the processing pursuant to Art. 21 DSGVO,

  • pursuant to Art. 20 DSGVO, to receive your personal data, which you have provided to us, in a structured, common and machine-readable format or to request transmission to another responsible person, and

  • to complain to a supervisory authority pursuant to Art. 77 DSGVO. As a rule, you can contact the supervisory authority of your usual place of residence or place of work or our office for this purpose.


6. Right of appeal to a supervisory authority

Any data subject shall have the right to complain to a supervisory authority if he or she considers that the processing of data concerning him or her is in breach of data protection provisions. In particular, the right of appeal may be exercised before a supervisory authority in the Member State in which the data subject is staying or in which the alleged infringement took place. The competent supervisory authority for the Federal State of Berlin is the supervisory authority of the Federal Republic of Germany: Berlin Commissioner for Data Protection and Freedom of Information, Friedrichstr. 219, 10969 Berlin.


7. Right to object 

If your personal data is processed on the basis of legitimate interests pursuant to Art. 6 para. 1 sentence 1 lit. f DSGVO, you have the right to object to the processing of your personal data pursuant to Art. 21 DSGVO if there are reasons for doing so which arise from your particular situation.

If you wish to make use of your right of objection, simply send an e-mail to

bottom of page