Your qualifying balance is used to determine your customer tier.
For investment portfolios, qualification is based on the amount originally invested, sometimes referred to as the average weighted cost.
This means that unrealised gains or losses do not affect your tier.
Example
If you invest €10,000 and the market value later increases to €12,000, your qualifying investment balance remains €10,000.
Likewise, if the market value falls to €8,000, your qualifying investment balance remains €10,000.
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