Activinvest Investment advisory

Get the best support

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

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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.

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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 or 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.

50% discount on the standard rate for subscriptions in lux|funds SICAV
50% discount on the standard rate for investments in shares, ETFs, warrants, bonds and EMTN
No custody fees

Tax reclaim services

Activinvest Plus

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

No fee on investments in lux|funds SICAVs
No fee on investments in shares, ETFs, warrants, bonds and EMTN
No custody fees
Tax reclaim service

Show all services

Activinvest

lux|funds *

Subscription: 50% off on the standard rate (min. applicable)
Redemption: no fee

Selected third-party funds *

Subscription/Redemption of money market funds: 50% off on the standard rate (min. applicable)
Subscription/Redemption of bond funds: 50% off on the standard rate (min. applicable)
Subscription/Redemption of equity and/or mixed funds: 50% off on the standard rate (min. applicable)

Bonds and Euro Medium Term Notes (EMTN) *

Subscription/Purchase/Sale: 50% off on the standard rate (min. applicable)

Shares, ETFs (Exchange Traded Funds) and warrants **

Purchase/Sale: 50% off on the standard rate (min. applicable)

Options

Purchase/Sale: standard rate

Other transactions in financial instruments, including other third-party funds

Standard rate

Additional services

Free Zebra Premium package
No custody fee
Free annual statement of transactions in financial instruments
Free annual statement of income on financial instruments
Free half-yearly triple A reporting
Free tax reporting

Quarterly flat-rate fee of 0,10% ****

Calculated on the assets in all securities accounts (excluding VAT 17%) (min. EUR 125)

Activinvest Plus

lux|funds *

Subscription: no fee
Redemption: no fee

Selected third-party funds *

Subscription/Redemption in money market funds: no fee
Subscription/Redemption in bond funds: no fee
Subscription/Redemption in equity and/or mixed funds: no fee

Bonds and Euro Medium Term Notes (EMTN) *

Subscription/Purchase/Sale: no fee

Shares, ETFs (Exchange Traded Funds) and warrants **

Purchase/Sale: no fee

Options

Purchase/Sale: 50% off on the standard rate (min. applicable)

Other transactions in financial instruments, including other third-party funds

35% off on the standard rate (min. applicable)

Additional services

Free Zebra Premium package
No custody fee
Free annual statement of transactions in financial instruments
Free annual statement of income on financial instruments
Free half-yearly triple A reporting
Free tax reporting
Free tax reclaim service ***

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

Calculated on the assets in all securities accounts (excluding VAT 17%) (min. EUR 625)

* 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. *** Service subject to conditions and reserved for individuals domiciled 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 0,40% with an annual minimum amount of EUR 500 (excluding VAT 17%). ***** Minimum term of the contract: 6 months. Annual charge of 1,00% with an annual minimum amount of EUR 2.500 (excluding VAT 17%).

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

Do you have any questions regarding our Private Banking packages? Ask to be contacted by one of our Private Banking Advisors who will answer your questions and offer you advice.

Activinvest/Activinvest Plus

Be contacted by an Private Banking advisor

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