The Group KD Group and KD Group dd

The KD Group Annual Report 2009
At the end of 2009, the offer of KD Finančna točka comprised life insurances of the insurance company KD Življenje,
information, advisory services and an access to 17 sub-funds of the KD Krovni sklad and the savings plan VIP 100 Premium
of the asset management company KD Skladi, health and property insurances of Adriatic Slovenica, securities brokerage,
individual assets management services of KD Banka and the possibility of voluntary health insurance abroad with the
Assistance CORIS. The offer of KD Finančna točka will be supplemented with banking services of KD Banka from the
beginning of 2010 on.
Since the very beginning, the plans of KD Finančna točka have been focused on the penetration to different Central and
Eastern European markets, where other companies within the Group were also present. But with regard to the existing global
economic crisis, the Company has decided to withdraw from Slovakia, Romania and Croatia. The subsidiary company in
Bulgaria has remained active.
At the end of 2009, 851 new investors and over EUR 18 million of indirect payments into KD Skladi investment funds, and
over EUR 32 million of payments (including transfers) , were recorded at the branch offices of KD Finančna točka. Over
9,000 new insurances were taken out at KD Finančna točka, and 2,000 from the “existing insurance holders” offer. The total
new written annual premium amounted to over EUR 5,300,000, and a single premium to over EUR 4,700,000. In 2009, the
website www.financna-tocka.si was visited by more than 250,000 users, and at the end of 2009 the KD plus club had more
than 72,000 members.
Challenges in 2010:
• to sell more than 10,000 life insurance policies in Slovenia and to contribute more than EUR 30 million of direct
inflows to mutual funds of KD Skladi (total transfers and KD MM), to gain over 4,000 clients for KD Banka
• to set up a model KD Finančna točka branch that will offer a comprehensive range of services of all financial pillars
the so called »all-finance« service, and combine knowledge, products and services at one place
• to continue active marketing of banking products of KD Banka for the whole market
• to expand the (mobile) sales network
• to achieve a high standard of sales accompanied by a high level of professionalism of financial advisors to be
achieved through constant training.
Companies in the sales of financial services division
KD Finančna točka, premoženjsko svetovanje, d.o.o., Ljubljana
Address: Celovška cesta 206, Ljubljana, Slovenia
Telephone: + 386 1 582 67 51
Fee number: 080 12 08
Fax: + 386 1 582 66 52
E-mail: info@kd-financnatocka.si
Website: www.financna-tocka.si
Management Board (31 December 2009): Matej Marošek, President of the Management Board
Katja Kraškovic, MSc., Member of the Management Board
KD Mark, storitveno podjetje, d.o.o., Ljubljana
Address: Celovška cesta 206, Ljubljana, Slovenia
Telephone: + 386 1 582 67 12 and +386 1 582 68 25
Fax: + 386 1 582 66 52
E-mail: info@kdplus.si
Website: www.kdplus.si
Management Board (31 December 2009): Špela Klun, Director
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