Frequently Asked Questions


How are these transactions executed for my Wealth Management Portfolio?

If you would like to add an additional amount, this amount will be composed in accordance with your pre-established investor profile, and not according to the current composition of your Wealth Management Portfolio. Because of the market conditions, it is possible that the funds in your portfolio have, meanwhile, a different weighting. The big advantage is that less operations are needed during the rebalancing every quarter. This way, you pay less tax when you sell.

If you would like to withdraw or add an additional amount, this amount will be composed according to the current weightings of the funds in the Wealth Management Portfolio at that moment. The percentage distribution per fund is rounded down, without decimals. For example, 9,63% will become 9%. The remaining amount will then be added to the largest fund in the Wealth Management Portfolio in order to always make up a total of 100%. When you have confirmed the order, it is sent for processing. You must take into account that funds do not always have the same processing time. When all orders have been processed, you will receive a confirmation of execution via the mailbox of the secured website. The amount will be paid into your cash account.