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Advice

Would you like to receive personal advice, but make your own investment decisions? In this case the Classic and Premium service packages are best suited to your needs.

The advisory services included in the Classic or Premium advice package offer valuable added benefits. You profit by the systematic monitoring of your portfolio, receive regular buy and sell recommendations, and have access to specialists in the areas of financial planning, retirement savings, taxes, asset management and trading if and when you need them.

Classic – the compact basic offer

With the Classic service package you receive a basic offering at an attractive price. You make your own decisions, but do not forego the expertise of your advisor.

The Classic Service Package

  • Investment strategy jointly defined
  • Investment predominantly in investment funds
  • Funds selection by the Best-in-Class approach
  • Retrocessions are automatically passed on to you
  • Regular portfolio monitoring
  • Annual portfolio reporting

Premium – a comprehensive service with intensive support

With the Premium service package you opt for in-depth advice, comprehensive service and access to a broad spectrum of investment options.

The Premium Service Package

  • Investment strategy jointly defined
  • Investment in investment funds, direct investments and other investment products
  • Intensive support, personal advisor
  • Active investment recommendations
  • Financial market analyses through BKB
  • Retrocessions are automatically passed on to you
  • Regular portfolio monitoring
  • Monthly portfolio reporting
  • Price monitoring
  • Performance statement per quarter
  • Tax reporting
  • Funds selection by Best-in-Class approach