Terms and conditions

• 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.

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

When you start with Asset Management during the promotional period, you will receive a one-off gift of € 500 on your account. Portfolio Management is possible with a deposit of € 50,000 and above.

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 using this form . Do you not have Internet Banking or would prefer to register through the wealth specialist? That is possible. Please contact your wealth specialist accordingly. 
5. You simply deposit your investment sum into your Portfolio Management Account and your money is automatically invested by our experts.
6. Four months after you made the initial deposit, you will automatically receive € 500 on the linked current account.

An example

You must leave your deposit in the account for at least 3 months. Four months after you made the initial deposit, you will automatically receive € 500 on the linked current account. You will subsequently receive confirmation of the payment by email.

Example: You make a deposit on 3 July and leave it on your account for at least 3 months until 3 October. You will then receive your gift of € 500 in the 1st week of November. You will receive an email/bankmail when the amount has been deposited onto your account.

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.

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.

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

• 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 1 April 2021 through 31 July 2021. 
• 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. 
• 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 involves risks. You can lose your deposit.