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Intermediary Exemption: Providing Financial Advice Contact Information

  • Intermediary Exemption Scope: Providing contact information for individuals seeking financial advice qualifies as a task under the intermediary exemption, emphasizing the role of intermediaries in facilitating financial connections.
  • CJEU Case Reference: The Tribunal did not reference the CJEU case CSC, which could have strengthened its conclusion regarding the classification of the provided service.
  • Conclusion on Service Classification: The nature of the service offered aligns with the concept of “pointing out suitable opportunities,” further supporting its inclusion under the intermediary exemption.

Source Fabian Barth



 

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