bcee investment services · 2018-03-01 · choose the right package for you! whether you want to...
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Choose the right package for you!
Whether you want to invest independently, get investment advise or have your asset portfolio managed by specialists, BCEE offers you the package that meets your needs.
BCEE INVESTMENT SERVICES
Make your own investment decisions
SelfInvest is for investers who choose to take their investment decisions into their own hands, without having recourse to an advisor, and who can manage their portfolio assets independently.
SelfInvest lets you make your own investments in the main international stock markets with preferential and transparent pricing for all your transactions.
SelfInvest provides you with S-net and S-net Mobile, effective tools for inputting your orders. In addition, you will have a dedicated contact person for the execution for your stock market orders.
SelfInvest is recommended for the invester who wants:
❑ a service for executing stock market orders❑ investment advice on investment funds and ETFs❑ investment advice on a large universe of securities❑ an asset management under mandate
✔
Watchful supervision
ActivInvest and ActivInvest+ are for investors who want a dedicated investment advisor who listens to them and supports them in their projects.
With ActivInvest and ActivInvest+ you can get advice from your dedicated investment advisor before making any investment decision. Furthermore, your portfolio will be professionally managed and you will get preferential tariffs on stock market orders.
ActivInvest and ActivInvest+ both include investment recomandations from your dedicated advisor. With ActivInvest, these recomandations apply to investment funds and ETFs, whereas the tailor-made recomandations of ActivInvest+
concern a larger universe of securities.
ActivInvest is recommended for the invester who wants:
❑ a service for executing stock market orders❑ investment advice on investment funds and ETFs❑ investment advice on a large universe of securities❑ an asset management under mandate
ActivInvest+ is recommended for the invester who wants:
❑ a service for executing stock market orders❑ investment advice on investment funds and ETFs❑ investment advice on a large universe of securities❑ an asset management under mandate
✔
✔
Delegate the management
ActivMandate is for investors who want their assets to be managed under mandate by a team of specialists who make investment decisions in line with the client’s investor profi le.
ActivMandate allows you to delegate the day-to-day management of your assets and benefi t from professional monitoring of your portfolio.
ActivMandate offers you a comprehensive package of services in relation to the management of your assets while getting a transparent “all-in” pricing.
ActivMandate is recommended for the invester who wants:
❑ a service for executing stock market orders❑ investment advice on investment funds and ETFs❑ investment advice on a large universe of securities❑ an asset management under mandate✔
Additional services included
When you buy one of our investor packages, you will receive all the following additional services:
✔ Custody fees included
✔ Annual transaction statement for fi nancial instruments included
✔ Annual income statement for fi nancial instruments included
✔ Tax statement included
SelfInvest, ActivInvest and ActivInvest+ clients receive the ZEBRA Premium package free of charge.ActivInvest+ and ActivMandate clients may also receive the tax reclaim service*.
* Service subject to terms and conditions and reserved for natural persons whose tax residence is in
the Grand Duchy of Luxembourg.
Banque et Caisse d’Epargne de l’Etat, LuxembourgEtablissement Public Autonome
Siège Central : 1, Place de Metz L-2954 Luxembourg BIC : BCEELULL R.C.S. Luxembourg B 30775
www.bcee.lu tél. (+352) 4015-1 02/1
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BCEE investment services
A high-quality service with a level of supervision suited to meet your specifi c needs and advantageous pricing models are the building blocks for all our investor packages.
Personal involvement
Recommandation range
Supervision by a dedicated advisor
For further information, contact your advisor right away. Together you will analyse your needs, so you can choose the right package that is the best fi t for you.