Capital-forming benefits

Management of asset-forming benefits

DIAMOS Asset-forming benefits is a flexible component for the optimal settlement of capital formation benefits fund savings plans with the following functions:

Master data management

  • Product configuration
  • Configuration of the product-specific fund universe
  • Optional definition of advance commissioning (Zillmerisation)
  • Contract management
  • Data on annual savings, start of contract, end of deposit, end of commitment.
  • Historical institute keys and contract numbers
  • Contract status
  • Management of employer data


  • Automated standard processes
    • Allocation of transfers of capital-forming benefits to the capital formation benefits contract
    • Automatic allocation of the employee savings bonus at the end of the term and creation of corresponding fund buying orders
    • Reinvestment of distributions
    • Sequence processing at the end of deposit or end of commitment
      • Bullet charges
      • Follow-up contract annex, including customer information letter
      • Transfer/sale of free shares
  • Electronic regulatory reporting
    • Electronic capital formation benefits certificate
    • Notification of early dispositions in accordance with Section 8, paragraph 1 VermBDV to the central office of the regional tax office in Berlin
  • Support for correction processes
    • Re-issuance of the certificate for a given year
      Trigger because of rejection of previous report or reporting requirement because of retroactive postings after initial report.
  • System-supported contract transfer from other providers
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Benefit from our additional services

Professional consulting, integration, and support services – including regular user meetings and the extranet portal “MyDIAMOS”, which is exclusively available for our users – round off our offer for you. With the ISAE 3402 Type II attested DIAMOS data centre, we offer you an additional plus in efficiency. Via this, we provide application service providing (ASP) solutions individually adapted to your wishes.