PRIVATE BANKING | OTP banka

Gain access to exclusive investment opportunities and products, expert financial advice tailored to you and your assets, support from a private banker, and personalized banking services.

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PRIVATE BANKING BUNDLE


Gain access to exclusive investment opportunities and products, expert financial advice tailored to you and your assets, support from a private banker, and personalized banking services.
 
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Professional care for your wealth


Solutions tailored to your goals.
 
Investment advice and expert support for investing in financial instruments.

Advanced investment opportunities and exclusive special offers.
 
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The most advanced banking services in one place


Dedicated and professional private banker.
 
Support from the private banker in your daily banking.

Pre-scheduled meetings at your preferred location.
 
Remote services.

Availability of your private banker.
 
Private Banking personal account with a premium service bundle.

Includes insurance for you and your family members.
 
 
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Exclusive Benefits


Experiences tailored for you and exclusive offers.
 
Complimentary access to LoungeKey airport lounges at over 1,500 airports worldwide, with one additional guest.

Special themed Private Banking events offering expert insights, investment opportunities, and relaxed networking moments.
 
The Private Banking bundle can be opened by an adult client who, in addition to meeting the basic requirements for using a transaction account, also meets the following terms and conditions for Private Banking
The account holder has maintained an average transaction account balance of at least EUR 250,000 over the past six months; or
The account holder has held deposits and savings of at least EUR 250,000 over the past three months; or
iThe account holder keeps assets in mutual funds distributed by the bank, securities in a trading account, or a combination of various investments totalling at least EUR 250,000; or
The account holder keeps at least EUR 250,000 in assets in any combination of the above; or
The account holder undertakes to provide assets of at least EUR 250,000 in any combination of the above within six months of opening the Private Banking bundle.
 
Choose Private Banking for smart financial decisions.

Private Banking bundle free of charge for the first 6 months.

 
 


Investment Advice*

Range of financial instruments covered by the investment advice service:

- Model portfolios, including mutual funds, ETFs, and bonds,
- Structured products.

The documents presented below refer to transactions involving financial instruments.

PRICE LIST OF FEES AND COMMISSIONS FOR TRANSACTIONS WITH FINANCIAL INSTRUMENTS
PRICE LIST OF FEES AND COMMISSIONS FOR TRANSACTIONS WITH MUTUAL FUNDS
OTP BANKA RULES FOR TRANSACTIONS WITH FINANCIAL INSTRUMENTS
INFORMATION ON THE QUALITY OF TRADE EXECUTION - RTS 27

INFORMATION ON THE IDENTITY OF EXECUTION VENUES AND THE QUALITY OF TRADE EXECUTION FOR 2023 - RTS 28
 SUSTAINABILITY - RELATED DISCLOSURES 

STATEMENT ON PRINCIPAL ADVERSE IMPACTS ON SUSTAINABILITY FACTORS
REMUNERATION POLICY TRANSPARENCY REGARDING THE INTEGRATION OF SUSTAINABILITY RISKS

 

*This is a marketing message. Investing in financial instruments may involve risk.