Tax exemption orders (“Freistellungsauftrag”) will generally also be transferred. There are two exceptions:
- You maintain ongoing business relationships with Baader Bank outside of Scalable: In this case, your tax exemption order remains with Baader Bank. If desired you can instruct changes to your tax exemption order at Scalable via the client area.
- You already have a tax exemption order for your new Scalable account: In this case any remaining Baader tax exemption amount cannot be transferred automatically. You can instruct changes to your tax exemption order at Scalable via the client area.