PRIVATE BANKING - Wealth enhancement | OTP banka

Private Banking services provide you with investment advice and expert support from your private banker when investing in financial instruments.

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PROFESSIONAL CARE FOR YOUR WEALTH


Private Banking services provide you with investment advice and expert support from your private banker when investing in financial instruments.
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Investment solutions to grow your wealth

 

Investment advice and expert support for investing in financial instruments, with the option to invest in model portfolios.
 

Advice based on international expertise and experience in investment products.
 

Solutions tailored to your goals.
 
Development of investment ideas.

Quarterly and annual financial meetings to review and adjust your existing portfolio with your private banker.
 
Consultation with an investment expert (four hours once a year).

Advanced investment opportunities and exclusive special offers.
 
Transactions in mutual funds and trading in financial instruments, as well as monitoring your investment balances in one place via the Bank@Net online banking and mBank@Net mobile banking platforms.
 
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Additional Benefits


No entry or distribution fees for one-time investments in mutual funds from Sava Infond, Raiffeisen Capital Management, Triglav Investments, OTP Fund Management, Amundi Asset Management, and Moorea Fund.
 
Annual trading account management fee for private individuals.

Lower brokerage fee for trading in financial instruments when placing orders at a bank branch or via telephone.*
 
Lower brokerage fee (with no minimum fee) for trading financial instruments when placing orders via online or mobile banking.
 
* Discount does not apply to trading via Bank@Net online banking or mBank@Net mobile banking.
 

Insurance tailored to your needs

Included insurance of cards and personal items and travel insurance for you and your family.
 
Discount on home insurance premiums when you take out a home insurance policy.

Finding the most suitable solutions with the help of experts in property, life, health, accident and travel insurance.
 

* Insurance products are not banking services. OTP banka acts as the distribution agent, while the insurer is Zavarovalnica Sava
Choose Private Banking for smart financial decisions.

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

Documents related to Insurance
 

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