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GermanConsultationProtocolInput

Confirmations recorded in the _Ausführliches Beratungsprotokoll_ for German products.

Each field is one declaration printed on the application form, and sending it asserts the customer gave you that confirmation — so submit a protocol only once you hold all of them.

agentAdvice is the only field that accepts false. The rest are OnlyTrueValue and mandatory: the insurance system will not accept an application on which one is declined, so there is no way to express a partial protocol. If any confirmation is missing, omit consultation entirely and the customer completes the whole section on paper.

input GermanConsultationProtocolInput {
  additions: NonEmptyString
  agentAdvice: Boolean!
  agentInfo: OnlyTrueValue!
  approvedCosts: OnlyTrueValue!
  brokerAdditions: NonEmptyString
  correctProductBrochures: OnlyTrueValue!
  informed: OnlyTrueValue!
  otherPeople: NonEmptyString
  receivedApprovedBibKiids: OnlyTrueValue!
  receivedApprovedCustomerInfo: OnlyTrueValue!
  receivedApprovedPib: OnlyTrueValue!
  receivedCopies: OnlyTrueValue!
  sentReceivedDocuments: OnlyTrueValue!
  writtenAdvice: OnlyTrueValue
}

Fields​

GermanConsultationProtocolInput.additions ● NonEmptyString scalar​

Further notes on the consultation. Sent to the insurance system as an empty string when omitted.

GermanConsultationProtocolInput.agentAdvice ● Boolean! non-null scalar​

"The broker/advisor has advised me prior to conclusion of the contract in accordance with the recorded advisory meeting log."

The only confirmation that may be false. When it is false, the customer waived advice and writtenAdvice becomes mandatory.

GermanConsultationProtocolInput.agentInfo ● OnlyTrueValue! non-null scalar​

"The broker/advisor has given me his initial information regarding his business details and the capacity in which he is acting towards me."

GermanConsultationProtocolInput.approvedCosts ● OnlyTrueValue! non-null scalar​

The customer's acknowledgement of how the contract's costs and commissions are charged.

GermanConsultationProtocolInput.brokerAdditions ● NonEmptyString scalar​

Notes the broker/advisor added to the protocol. Sent to the insurance system as an empty string when omitted.

GermanConsultationProtocolInput.correctProductBrochures ● OnlyTrueValue! non-null scalar​

"The insurance data listed in each case in the product information sheets correspond to the data listed on the associated application or in the fee table of the associated client information."

GermanConsultationProtocolInput.informed ● OnlyTrueValue! non-null scalar​

"I confirm that I have been specifically instructed about the right of withdrawal and the pre-contractual disclosure obligation before signing all the above applications."

GermanConsultationProtocolInput.otherPeople ● NonEmptyString scalar​

Other people present during the consultation. Sent to the insurance system as an empty string when omitted.

GermanConsultationProtocolInput.receivedApprovedBibKiids ● OnlyTrueValue! non-null scalar​

"I confirm that for all the above-mentioned applications I have received the basic information sheet (BIB) corresponding to my risk class and the fund information (PRIIP-KID) for the funds I have selected in a form that is readable for me on paper or in electronic form prior to submitting the respective application. I agree with the format of the documents handed over."

GermanConsultationProtocolInput.receivedApprovedCustomerInfo ● OnlyTrueValue! non-null scalar​

"For all the above-mentioned applications, I have received the client information including the terms and conditions and, in the case of pension plan products, the fund information in a form that I can read on paper or in electronic form prior to submitting the respective application. I agree with the format of the documents handed over."

GermanConsultationProtocolInput.receivedApprovedPib ● OnlyTrueValue! non-null scalar​

"For all the above-mentioned applications, I have received the product information sheet in a form that I can read on paper or in electronic form prior to submitting the respective application. I agree with the format of the documents handed over."

GermanConsultationProtocolInput.receivedCopies ● OnlyTrueValue! non-null scalar​

"I confirm that I have received a copy of all my above applications along with any supplementary questionnaires."

GermanConsultationProtocolInput.sentReceivedDocuments ● OnlyTrueValue! non-null scalar​

The broker/advisor's confirmation that the client information, terms and conditions, fund information and product information sheet were handed over for every application listed, and that the customer declared receiving them in a form they can read.

GermanConsultationProtocolInput.writtenAdvice ● OnlyTrueValue scalar​

The customer's waiver of advice, given in writing.

Mandatory when agentAdvice is false. Must be omitted when agentAdvice is true — sending it anyway is rejected rather than ignored, so that a declaration is never silently dropped.

Member Of​

GermanConsultationInput input