Transfer of assets to MeDirect

Which securities I cannot transfer to MeDirect?

Unfortunately we are not able to accept the following funds as MeDirect can not act as a distributor: all KBC funds all Candriam funds a limited list of BNP Paribas funds the Belgian pension funds

What are the steps for transferring my portfolio?

To transfer your portfolio to MeDirect, you need to download the Asset Transfer Form, complete it and send it to us. MeDirect will review your request and let you know whether all securities can be transferred. For some funds (bond and mixed funds) we need the average purchase value to calculate the capital gains tax for you in case of a sale. As soon as we have all the necessary information, MeDirect will send you the final transfer document (form B) for signing via a secure message. In most cases this can be returned to us via a secure message. Some brokers demand an original document. MeDirect will let you know at the time of the application. On receipt of this signed document, we will contact your current bank or broker directly to arrange the transfer in your name.

What are the fees for transferring a portfolio to MeDirect?

We do not charge any fee for transferring your existing portfolio to MeDirect. We will also reimburse you any fees that your current broker may charge you for moving your securities, up to a maximum of €500 per customer. The amount in question totals €500 per customer throughout the entire customer relation period. (For example: you were already reimbursed for an amount of €250 earlier, then there’s an amount of €250 that still can be introduced.) The reimbursement is limited to maximum of €100 per transferred line and the value of the transferred line is at least €500 (or the equivalent of €500 if the security is quoted in a different currency).