Moneybase will reimburse eligible third-party transfer fees that you reasonably incur when transferring investments as part of this offer.
The reimbursement is limited to:
- A maximum of 0.50% of the value of the investments transferred; and
- An overall maximum of €2,500
Both limits apply. This means the amount reimbursed cannot exceed 0.50% of the transferred value or €2,500, whichever is lower.
Example
If you transfer €100,000 in eligible investments, the maximum reimbursement would be:
€100,000 × 0.50% = €500
If you transfer €1,000,000, 0.50% would be €5,000, but the maximum reimbursement would remain €2,500.
What documents do I need?
You must provide documentation from your existing bank, broker or custodian confirming the transfer fees charged.
The reimbursement will be credited to the Moneybase cash account linked to the transferred investments after the transfer has been successfully completed.
You must qualify for at least the Select tier of Moneybase Club after the transfer to receive the reimbursement.
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