Terms of use
Last updated: August 2026
Scope and contracting party
These terms govern the use of the COREY ATLAS app and this website. The contracting party is COREY Management GmbH. They apply in addition to the participation agreement; in the event of conflict, the agreement prevails.
Access and user account
Access is set up by your contact and is personal and not transferable. Access to the registered email inbox, to passkeys you have set up, and to authorised devices must be protected against third parties. Any suspicion of unauthorised use must be reported without delay; you can end active sessions yourself in the app at any time.
Scope of services
The app provides information on portfolio, holdings, executions, result, fees, bookings, reports, and documents, and allows them to be exported. It serves solely to inform about an existing contractual relationship.
No investment advice
The contents of the app do not constitute investment advice, investment broking, financial analysis, or a recommendation. They are not an invitation to buy or sell financial instruments and not an offer to conclude a contract. No suitability or appropriateness assessment takes place.
No activity requiring authorisation
No banking business, no financial services within the meaning of the German Banking Act, and no investment services within the meaning of the German Securities Institutions Act are provided through the app. It cannot be used to place orders, initiate payments, or conclude contracts. COREY Management GmbH holds no authorisation under § 32 KWG or § 15 WpIG and requires none for the application offered here.
No tax or legal advice
The app provides no tax and no legal advice. Statements and exports it produces replace neither a tax assessment nor a certificate issued by the custodian.
Statements prevail
Displayed values may be delayed or provisional and rest in part on third-party data. Only the statements and custody records of the custodian and the account statements of the account-holding institution are binding. Where they differ, they prevail.
No statement about future performance
Performance shown relates to the past. It is not a reliable indicator of future results. Forecasts and target figures are assumptions and not a promise.
Obligations when using the app
The app may be used only as intended. In particular, it is prohibited to circumvent safeguards, to extract content automatically, to pass on credentials, and to use the app in any way that impairs its operation. Changes to your master data must be notified to us.
Availability
Uninterrupted operation is not owed. Maintenance windows, faults, and outages at connected parties may temporarily restrict use. We endeavour to announce planned work.
Right to use the app
For the term of the contractual relationship you receive a simple, non-transferable, and non-sublicensable right to use the app on the devices you use, for your own purposes. All further rights remain with us.
Rights to content and data
The content shown in the app is protected by copyright. You may export your own data at any time and use it for your own purposes and towards your advisers.
Liability
We are liable without limitation for intent and gross negligence, for injury to life, body, or health, and under the German Product Liability Act. In cases of simple negligence we are liable only for breach of a material contractual obligation whose fulfilment makes the proper performance of the contract possible in the first place and on whose observance you may regularly rely; liability is then limited to the damage typical for this type of contract and foreseeable. Any further liability is excluded. We are not liable for the completeness and correctness of data we obtain from third parties.
Term and termination
Use ends with the participation agreement or with the deletion of your account. We may block access where good cause exists, in particular on reasonable suspicion of misuse. Deleting your account does not end the contractual relationship; its termination follows the participation agreement alone.
Obtained through the App Store
Where the app is obtained through the App Store, the following applies in addition: These terms are concluded between you and COREY Management GmbH, not between you and Apple. Apple is not responsible for the app or its content. Apple has no obligation to furnish maintenance and support. In the event of any failure of the app to conform to any applicable warranty, you may notify Apple, and Apple may refund the purchase price. To the maximum extent permitted by law, Apple has no other warranty obligation. COREY Management GmbH, not Apple, is responsible for addressing any claims relating to the app, including product liability claims, claims that the app fails to conform to legal or regulatory requirements, and claims arising under consumer protection law. The same applies to third-party claims that the app infringes intellectual property rights. You represent that you are not located in a country subject to a United States government embargo or designated as a terrorist supporting country, and that you are not listed on any United States government list of prohibited or restricted parties. Apple and its subsidiaries are third-party beneficiaries of these terms and may enforce them against you.
Changes to these terms
Changes are displayed in the app at least six weeks before they take effect. If you do not object by the date stated, they are deemed accepted. We point this out separately in the announcement.
Governing law and place of jurisdiction
German law applies, excluding the UN Convention on Contracts for the International Sale of Goods. Mandatory consumer protection provisions of the state of your habitual residence remain unaffected. The place of jurisdiction is the registered office of the company, to the extent legally permissible.
Final provisions
Should any provision be invalid, the validity of the remaining provisions remains unaffected. Amendments and additions require text form.