Word template · Executive
German fit and proper profile template (Eignungsprofil Organmitglied)
In Germany and Austria, a bank or insurer that appoints a Geschäftsleiter, a member of the Aufsichtsrat or Verwaltungsrat, or the holder of a Schlüsselfunktion notifies its supervisor, and BaFin with the Bundesbank, the FMA or the ECB assesses whether the person is suitable. This Word template is the Eignungsprofil a search firm prepares for the institution, written entirely in German. It opens with die Bestellung: Art der Funktion, Institut, zuständige Aufsicht, Beginn, Mandatsdauer, erwarteter Zeitaufwand, and the years in the financial sector and in a Leitungsfunktion. Then come the Zusammenfassung der Eignung, fachliche Eignung by the areas of the EBA/ESMA guidelines with evidence, the Werdegang with the nature and size of each company, Ausbildung and Fortbildungen, and finally Zuverlässigkeit, Interessenkonflikte, zeitliche Verfügbarkeit und Mandate, Unvoreingenommenheit, the contribution to kollektive Eignung and the offene Punkte for the Anzeige. It supports the Anzeige and the supervisor's questionnaire; it does not replace them or the Lebenslauf the Anzeige requires.
The institution's compliance team needs the same answers for every new board member: what the person knows in each area, how large the companies were, which other Mandate they hold. The profile sets them out in German, in that order. Zuverlässigkeit, Interessenkonflikte and Unvoreingenommenheit are filled only from what the candidate declared and you noted.
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What's in the template
The German Eignungsprofil an executive search firm prepares for a Geschäftsleiter, a member of the Aufsichtsrat or Verwaltungsrat or a holder of a Schlüsselfunktion at a bank, insurer or KVG in Germany or Austria, written in German: die Bestellung with Art der Funktion, zuständige Aufsicht, Beginn, Mandatsdauer and Zeitaufwand, Zusammenfassung der Eignung, fachliche Eignung by the areas of the EBA/ESMA guidelines, Werdegang with the nature and size of each company, Ausbildung, then Zuverlässigkeit, Interessenkonflikte, zeitliche Verfügbarkeit und Mandate, Unvoreingenommenheit, kollektive Eignung and offene Punkte, all from your notes only. Supports the Anzeige, never replaces it. German only.
- Die Bestellung: Art der Funktion, Institut, zuständige Aufsicht, Beginn, Mandatsdauer, Zeitaufwand
- Zusammenfassung der Eignung from the consultant's notes
- Fachliche Eignung nach Bereichen, each with evidence from the CV
- Beruflicher Werdegang with the nature and size of each company
- Zuverlässigkeit, Interessenkonflikte and Unvoreingenommenheit, as declared
- Zeitliche Verfügbarkeit und Mandate, kollektive Eignung, offene Punkte für die Anzeige
What it's for: Placing a Geschäftsleiter, Aufsichtsrat or Schlüsselfunktionsinhaber at a bank or insurer in Germany or Austria.
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Who uses it
Search firms placing bank and insurance boards in Germany and Austria
An Eignungsprofil in German for every Vorstand, Aufsichtsrat or Schlüsselfunktion candidate, in your brand.
Board practices with DACH financial clients
A clear German document for the client's Vorstandsbüro or compliance team, from CVs in any language.
Every page of the example
The example is in Formatix branding with fictional content. When you pick this template, it is rebuilt with your logo, colours and fonts before you use it.
How you use it
- 1
Pick the template
Open Formatix, choose this template in Studio, and give us your website. We pull your logo, colours and fonts and rebuild the template in your brand. You see a sample before you use it.
- 2
Drop the CV and your notes
Upload the candidate's CV with your notes: the function, the institution and its supervisor, start, term and time commitment, the candidate's declarations on Zuverlässigkeit, conflicts and Mandate, and what is still open. One credit fills one document.
- 3
Check and send
The filled document appears beside the original for checking. Edit anything in place, then download the Word file or save it as PDF.
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Questions about this template
- Is the profile in German?
- Yes, entirely, even when the CV is in English. Company names, universities and qualifications stay as written.
- Is this the BaFin form?
- No. It is a Formatix candidate document that supports the Anzeige. The institution still files the official forms: in Germany the Anzeige with the information and documents listed in § 5a AnzV, in Austria the FMA's.
- Will Formatix say the candidate has no conflicts or a clean record?
- Only if your notes say so. Reputation, conflicts of interest, independence of mind and time commitment are filled from the candidate's declarations and your checks. With no notes, these sections stay empty; Formatix never draws them from the CV.
- Can I download this template?
- Yes. A free, editable Word version with neutral branding and a fictional example candidate is on this page, to fill in by hand. To have it rebuilt in your brand and filled automatically, use it in Formatix; you keep an editable Word file.
- Is there a German version of this page?
- Yes, at /de/vorlagen/eignungsprofil-fit-and-proper.
Related templates and pages
WordFit and proper board profile (EU banks)The suitability profile an executive search firm prepares when it places a board member, executive or non-executive, or a key function holder such as a CFO, CRO or head of compliance at an EU bank or investment firm, so the institution can complete the supervisor's fit and proper questionnaire. In the order of the EBA/ESMA suitability guidelines and the ECB questionnaire: the appointment, the consultant's summary, knowledge and experience by area with evidence, career with the nature and size of each organisation, education, then reputation, conflicts of interest, time commitment and mandates, independence of mind, collective suitability and open points, all from your notes only. Supports the questionnaire, never replaces it.
WordBoard and NED CVA board CV for non-executive directors, chairs and trustees: the board roles beside the photo or initials, three board credentials (sectors, board experience, professional standing, as stated), the current board portfolio with committees and start dates, board contribution, previous board roles, the executive career condensed to one line of scope per role, education and memberships.
ExcelBoard collective suitability matrix (Excel)The collective suitability matrix of a bank's or insurer's management body in Excel, for the nomination committee and the search firm planning an appointment the supervisor will assess: current, leaving and proposed members as columns, the areas the EBA/ESMA guidelines ask the body to cover collectively as rows, ratings 1 to 3 from your notes with live counts of members rated 2 or 3 and a coverage flag, independence, and a time commitment sheet with each member's directorships as counted under CRD Art. 91(4) and the Art. 91(3) limit check. A working tool, not the EBA's own template.
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