Terms and conditions

Get your costs refunded

Start utilising Portfolio Management now and the costs for two quarters for our services, such as managing your portfolio or monitoring and anticipating stock prices, will be refunded to your account. The promotion runs from 15 June 2020 to 1 December 2020.
 

Interested? Discuss your options

  • You indicate when we can call you to make an appointment 
  • We will make an appointment for a discussion with a wealth specialist 
  • A discussion is possible through Video Banking (video connection), which means you can conduct the discussion from the comfort of your home.

If you have started utilising Portfolio Management, you can sign up for the promotion. Your wealth specialist can also help you with this.

Last update: 15 June 2020

To whom does the promotion apply?

To (non-)customers of ABN AMRO who wish to make use of Portfolio Management for the first time during the promotion period.

What does the promotion entail?

When you start utilising Portfolio Management during the promotion period, the costs for our services, such as managing your portfolio or monitoring and anticipating stock prices, will be refunded to your Portfolio Management Account. This applies to the costs for the current quarter and the next. Portfolio Management is possible with a deposit of € 50,000 and above.

How does it work?

  1. You make an appointment with a wealth specialist with whom you discuss your goals, options and investment horizon. 
  2. Under Portfolio Management, we invest on your behalf according to a risk profile that is appropriate to you. That risk profile is determined on the basis of a very thorough analysis of your situation. Together, we look at the feasibility of your goals and assess what is the most appropriate accordingly. This is how we determine your risk profile, the form of Portfolio Management and the implementation plan. You will receive customised advice. 
  3. Do you agree with the customised advice? Then you sign up for Portfolio Management. 
  4. You sign up for this promotion  using this form
  5. You simply deposit your investment sum into your Portfolio Management Account and your money is automatically invested by our experts. If you invest in Portfolio Management for two consecutive quarters, you will automatically be refunded the costs, up to a maximum of € 500, no later than 5 weeks after the end of the second quarter.

Example:
Suppose you signed up for the promotion and deposited your first investment sum into your Portfolio Management Account on 15 July 2020. This means that the current quarter is the third quarter of 2020. You will therefore be refunded the costs associated with our services for the current quarter and the next, i.e. for the third and fourth quarters of 2020.

If you have left your deposit in your investment account for at least three months, you will receive a refund for the costs associated with our services in those quarters on your Portfolio Management Account in the first week of February 2021.

What conditions apply to be eligible for this promotion?

You are, or have become, a customer of ABN AMRO Retail, have signed up for the promotion, and have started utilising Portfolio Management during the promotion period. The minimum investment sum of € 50,000 is in your Portfolio Management Account and is invested by ABN AMRO experts. You leave the investment sum, with which the bank invests on your behalf, in your investment account for at least 3 months.

To whom can I direct questions about this promotion?

You can telephone us on 088 388 9779 (usual call charges apply).

Opening hours: Monday to Friday from 9.00 a.m. to 5.00 p.m.

Already in contact with a wealth specialist? Then you can also contact him or her.

What should I do if I am not satisfied with this promotion?

If you are not satisfied with this promotion, you can read about the complaints procedure here.

What else is important to know?

  • To qualify for this promotion, you must sign up using this form before making your first deposit.
  • This sum must be deposited in a single transaction; you cannot transfer the minimum investment sum in several instalments. 
  • You must leave your first investment sum (at least € 50,000) in your Portfolio Management Account for at least 3 months after signing up. You cannot therefore withdraw this sum earlier and take advantage of this promotion. 
  • You can only participate in this promotion once with one account per person. You will therefore never receive more than € 500 per person, regardless of the number of participating investment accounts held in your name. 
  • You can also participate in the promotion with a joint account. 
  • The promotion runs from 15 June 2020 to 1 December 2020. 
  • This promotion only applies to Portfolio Management and not to other investment concepts. 
  • This promotion only applies to customers of ABN AMRO Retail.
  • The promotion is an initiative of ABN AMRO Bank N.V. located in Amsterdam. 
  • Investing involves risks. You can lose your deposit. 
  • ABN AMRO Bank N.V. retains the right to change the promotion terms and conditions and to stop or extend the promotion at any time. Under such circumstances, a dated, amended version of the promotion terms and conditions will be posted on abnamro.nl. 
  • Participation in the investment promotion offer is open to all natural persons who meet the Investment Terms and Conditions. Participation in the promotion is free of charge. 
  • This promotion is subject to Dutch law.

Investing entails risks

Investing entails risks. You could lose (some of) the money you invested. If you are going to invest, it is important that you are aware of this. Invest with money you can spare. Keep a buffer for unforeseen circumstances.