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 In choosing the most suitable investment strategy you work with the assigned portfolio manager, who is responsible for the choice of the necessary financial instruments and for providing service. To achieve the investment goals, your portfolio manager has access to the bank's asset management expertise, and information about solutions to legal, tax, company structuring, insurance and estate planning questions.
Together we will create your portfolio and determine the investment profile and acceptable risk level. The portfolio manager will present a considered evaluation of your investments, and recommend potential investments and other financial undertakings. You will always be able to consult your specialist for investment advice and other financial services.
The Service Includes: - high level of service,
- consultations with a professional portfolio manager about shares, bonds, options and other investments,
- access to investment expertise, tax and legal consultations, estate planning and insurance questions.
- a semi-annual review (possibly more frequent) of the holdings and profitability of the portfolio, which you conduct together with your portfolio manager,
- portfolio status reports,
- ability to view the portfolio status on the i-banka, as well as carry out securities transactions,
- credit line against the securities portfolio
- the possibility of using the securities portfolio as a collateral for the highest credit card credit lines.
Minimum Investment - EUR 200 000 or its equvalent in another currency. |
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