Discretionary accounts

  • MINIMUM AMOUNT
    100,000 lei
  • CURRENCY
    Lei or Euro
  • REQUIRED DOCUMENTS
    Identity document
    Proof of bank account
  • RECOMMENDED TO
    Beginner investors
    Experienced investors
  • MARKETS
    Bucharest Stock Exchange
    Vienna Stock Exchange
  • INVESTMENT PERIOD
    1 year

Advantages

  • A dedicated broker, to manage your investments and to keep you up-to-date;
  • Investment decisions are based on your risk profile and your risk tolerance;
  • A management contract signed for one year;
  • The contract stipulates the maximum accepted loss;
  • Trading orders do not need to be signed;
  • An assessment is made upon expiry of the contract and, if the mutually agreed rate of return is achieved, a percentage of the profit is assigned to the broker as a success fee.

Costs

  • Trading fee, negotiated according to the invested amount.
  • Success fee, calculated as a percentage of the achieved returns.

How to invest

  • Contact BT Capital Partners and you will be assigned a personal broker.
  • You sign the agreement and the account opening form.
  • You make a cash deposit into your BT Capital Partners account via bank transfer.
  • Your personal broker manages your investment portfolio.
  • You are informed about the transactions completed.
  • You receive a portfolio statement monthly or upon request.

Contact:

Find the closest BT Capital Partners unit

APPLY HERE!