Activinvest

Benefit from preferential pricing and the expertise of a dedicated Private Banking Advisor before making your investment decision.

Activinvest and Activinvest Plus Take advantage of a dedicated advisor who will guide you through all your projects

Your profile

Benefit from a personal Private Banking Advisor who will listen to you and support you in all your projects.

Your investments

Take advantage of investment advice for investment funds, ETFs or a wide range of shares with preferential rates.

Professional portfolio monitoring

Benefit from professional monitoring of your portfolio and individual investment propositions.

Our Private Banking Advisors offer the benefit of their experience and in-depth knowledge of international financial markets.

Alain Uhres - Head of Department & Senior Vice President - Private Banking

Activinvest ou Activinvest Plus ? Invest with your bank at preferential rates

Activinvest

Because you prefer a relationship with a Private Banking Advisor, specialised in investment funds and ETFs.

  • Service includedNo fee on investments in lux|funds SICAV
  • Service included50% discount on the branch rate for investments in shares, ETFs, warrants, bonds and EMTN
  • Service includedCustody fees included
  • Service not includedTax reclaim services

Activinvest Plus

Because you prefer a relationship with a Private Banking Advisor specialised in the entire range of securities.

  • Service includedNo fee on investments in lux|funds SICAVs
  • Service includedNo fee on investments in shares, ETFs, warrants, bonds and EMTN
  • Service includedCustody fees included
  • Service includedTax reclaim service fee included
Show all services

Activinvest

Pricing offer*

lux | funds (SICAV of Spuerkeess)**

  • Subscription/Redemption: no fee

Third-party UCITS funds**

  • Subscription/Redemption: 50% off on branch tariff (min. applicable)

Bonds and Euro Medium Term Notes (EMTN)**

  • Subscription/Purchase/Sale: 50% off on branch tariff (min. applicable)

Shares, ETFs (Exchange Traded Funds), warrants, subscription and bonus rights***

  • Purchase/Sale: 50% off on branch tariff (min. applicable)

Other transactions in financial instruments, including third-party non-UCITS funds:

  • Standard branch tariff

Additional services

  • Zebra Premium package: fee included
  • Custody fees: fee included
  • Annual statement of transactions in financial instruments: fee included
  • Annual statement of income on financial instruments: fee included
  • Evaluation report (half-yearly): fee included
  • Tax reporting****: fee included

Quarterly flat-rate fee*****: 0,125%

  • Calculated on the assets in all securities accounts excluding securities issued by Spuerkeess and lux | funds: min. EUR 312,50 (excl. VAT 17%)

Activinvest Plus

Pricing offer*

lux | funds (SICAV of Spuerkeess) **

  • Subscription/Redemption: no fee

Third-party UCITS funds**

  • Subscription/Redemption: no fee

Bonds and Euro Medium Term Notes (EMTN)**

  • Subscription/Purchase/Sale: no fee

Shares, ETFs (Exchange Traded Funds), warrants, subscription and bonus rights***

  • Purchase/Sale: no fee

Other transactions in financial instruments, including third-party non-UCITS funds:

  • 50% off on branch pricing (min. applicable)

Additional services

  • Zebra Premium package: fee included
  • Custody fees: fee included
  • Annual statement of transactions in financial instruments: fee included
  • Annual statement of income on financial instruments: fee included
  • Evaluation report (monthly/quarterly/half-yearly/annually): fee included
  • Tax reporting****: fee included
  • Tax reclaim service*****: fee included

Quarterly flat-rate fee******: 0,25%

  • Calculated on the assets in all securities accounts excluding securities issued by Spuerkeess and lux | funds: min. EUR 1.250 (excl. VAT 17%)

* Activinvest * The document below “Main banking fees” includes the standard rates applicable to transactions in financial instruments carried out via S-Net or in a branch. Activinvest is a pricing offer for investment advice. For all client initiated orders placed via S-Net or S-Net Mobile, the standard branch tariff is applied. **Subject to any exceptions provided for in the issue prospectus. *** Transaction fees may be increased by taxes that apply to the various stock exchanges (stamp duty, tax on financial transactions, capital gains tax, etc.), or by local settlement fees for certain stock exchanges outside Central Europe and North America. **** Only for physical persons. ***** Minimum term of the contract: 6 months. Annual charge of 0,50% with an annual minimum amount of EUR 1.250 (excluding VAT 17%). * Activinvest Plus * The document below “Main banking fees” includes the standard rates applicable to transactions in financial instruments carried out via S-Net or in a branch. **Subject to any exceptions provided for in the issue prospectus. *** Transaction fees may be increased by taxes that apply to the various stock exchanges (stamp duty, tax on financial transactions, capital gains tax, etc.), or by local settlement fees for certain stock exchanges outside Central Europe and North America. **** Only for physical persons. ***** Service subject to conditions and reserved for tax residents in the Grand Duchy of Luxembourg, in Belgium, in France and in Germany. ****** Minimum term of the contract: 6 months. Annual charge of 1,00% with an annual minimum amount of EUR 5.000 (excluding VAT 17%).

Consult the document ‘Main bank fees’.

Discover the Lombard Loan for more performance and flexibility

The Lombard Loan represents an interesting solution that allows our clients to increase their financial flexibility without having to sell their securities.

More information

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Branches

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Spuerkeess Direct

Monday to Friday 8:00 am to 6:00 pm