Moneybase may accept the consolidation of investments into a discretionary portfolio management account.
A discretionary portfolio normally requires a minimum investment starting from €500,000.
If you are interested, a dedicated Relationship Manager will:
- Discuss the discretionary portfolio service with you
- Assess whether the service is suitable for you
- Discuss the proposed investment mandate
- Explain the onboarding and transfer process
The transfer of investments or cash will only begin after you have reviewed and formally accepted the discretionary investment mandate.
How much cash bonus can I receive?
Where a discretionary portfolio management agreement is successfully completed and funded, you may receive a cash bonus equal to 0.50% of the total value of eligible assets transferred and accepted into the portfolio.
Eligibility remains subject to:
- Moneybase’s assessment of the investments being transferred
- Completion and acceptance of the discretionary mandate
- Applicable suitability requirements
- Moneybase’s internal policies and regulatory obligations
- The complete Investment Transfer Offer Terms and Conditions
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