For brokers & advisers

Advise on the Altersvorsorgedepot. We train, and we refer interested savers.

Vorsorgedepot-Lotse opens two paths for intermediaries: training that prepares you to advise on and sell AVD products, and an independent network of 1,000+ vetted advisers that receives interested savers from our pool. Both paths start with the same registration — and each one is reviewed individually.

No obligation · every registration is reviewed and answered individually

Two paths to partnership

Qualify first, then receive interested savers.

The AVD launches on 1 January 2027. Advisers who qualify early can advise from day one. Both paths lead into the same vetted network — you choose yours in the registration form.

Step 1 · Qualify

Training on AVD products

For brokers who want to advise on and sell the Altersvorsorgedepot in the future. Training starts ahead of the 2027 market launch; register now to be informed first.

Product, subsidy and tax logic of the AVD from a single source
Preparation for advice and sales from the 2027 market launch
Graduates can be admitted directly to the network

Selectable in the form as “Training on AVD products”. No obligation; content, dates and terms follow before the start.

Step 2 · Join

Join the adviser network

For trained, licensed advisers. Network members receive enquiries from interested savers who choose the path to personal advice through our portal.

Qualified prospects from our pool, matched to your profile
You stay independent: your own licence, your own advice, your own sale
Clear quality standards instead of mass leads

Selectable in the form as “Join the adviser network”. Requirement: a licence under § 34f/§ 34h GewO and demonstrated AVD qualification.

Registration

Register in two minutes.

Choose your path, leave your contact details and licence — we handle the rest personally. Your details go straight to our partner management team.

1
Send your registration
You choose your path — training or network — and leave your contact, company and licence details.
2
Personal review
We check your licence, background and advisory practice in detail. No automated rubber-stamping.
3
Admission to the network
After a successful review, we add you to our independent adviser network with your profile and focus areas.
4
Receive interested savers
Prospects from our portal are matched to you by region and focus area, with prepared context included.

Partner registration

Required fields are marked with *. Any further details help us with the review, but are optional.

Quality over quantity

We review every person in detail.

Savers seeking advice trust us with their retirement planning. That's why joining the network is never a formality: we review qualifications and advisory practice individually, so the highest quality always stands on the other side.

Licence & registration

A licence under § 34f or § 34h GewO and an entry in the intermediary register are checked before a profile goes live.

AVD qualification

Demonstrated AVD knowledge — for example through our training or an equivalent qualification — is a condition of admission.

Advisory practice

We look at each applicant's experience, focus areas and references individually.

Ongoing quality assurance

Feedback from referred prospects feeds into our assessment. Anyone who fails to maintain our standards leaves the network.

Transparency

Vorsorgedepot-Lotse refers advisory contacts and does not itself provide investment advice. Advice and the sale itself are your responsibility as a licensed partner; we may receive compensation for referring advisory contacts. Details on data processing are in the privacy policy.

Become a partner

Secure your place before the AVD launches in 2027.

Whether training or direct admission: we review every registration individually and come back to you with a clear response.