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ABN AMRO

Preparing for an appointment

What should you bring?

Did you schedule an appointment online to meet with one of our experts? Here you can find more information about how to fully prepare everything for your appointment.

What kind of appointment do you have?

ABN AMRO

Appointment via Video Banking

A few minutes before your scheduled appointment, you will be contacted on the phone number you previously provided. Simultaneously, you will receive an email including a link and instructions regarding how to establish a connection.

More information about Video Banking
ABN AMRO

Appointment by phone

A few minutes before your scheduled appointment, you will be contacted on the phone number you previously provided. Is your phone number incorrect? You can provide your phone number by sending an email to your Private Banker.

ABN AMRO

Appointment at one of our offices

You can find the address of the office where your appointment will take place on the Offices page on our website.

Find your office

Which documents should I bring?

Introductory meeting

Are you a private client? Please bring the following documents:

  • Identification
  • CRS FATCA

Are you an entrepreneur? If so, we kindly request you bring the following documents:

  • Identification
  • CRS FATCA
  • UBO statement
  • Chamber of Commerce
  • Statutes
  • (if applicable) Company Power of Attorney
Investing

Individual investor

Are you an Individual investor? Please bring the following documents:

  • Passport or European Identity card. Please bring the original document, we cannot use a copy.
  • A phone or tablet with the ABN AMRO app on it. You will need this to check your identification, even if you have an appointment at the office. 
  • (If applicable) notarised power of attorney or living will 

In order to provide you with suitable advice it is important that we know your financial situation. You can prepare this with your income tax return. The income tax return is the annual report for the tax authorities with your income, financial obligations, possessions, and depts. Your advisor uses this information for your advice.

Commercial clients

Are you a commercial client? Please bring the following documents:

  • Passport or European Identity card. Please bring the original document, we cannot use a copy.
  • By-laws (in case these have been changed recently)
  • Legal Entity Identifier*
  • (If applicable) notarised power of attorney or living will
  • Most recent financial statement of your company (not older than 3 years)
  • (If applicable) notarised power of attorney

We will reach out to the Netherlands Chamber of Commerce (KVK) for a KVK Extract.

*Are you not in the possession of a Legal Entity Identifier? Reach out to the to the Dutch Chamber of Commerce (KVK) and request a Legal Entity Identifier. 

How can I prepare for my appointment?

Do you have an appointment to compile your investor profile or for the annual revision of your investor profile? You can prepare yourself by reading the brochure ‘A closer look at your investor profile’. Starting from the 3rd of October 2022 we will discuss your sustainability preferences. For more information, please read the second part of the brochure.

Read the brochure here 

Wealth Management

Do you have an appointment regarding wealth management? If your Private Banker does not have your most recent documentation, please bring the following documents:

  • Most recent income tax return
  • Most recent (consolidated) financial statement of your company or companies
  • An organization chart of the corporate structure
  • A recent calculation of your own pension, including a pension letter
  • A printout of www.mijnpensioenoverzicht.nl (log in, click through to the end, then click on 'download information or summary'
  • Your most recent uniform pension overviews - policies and recent annuity value overviews
  • Capital insurance
  • Information on loans and mortgages (minimum per loan component: principal, repayment form, interest rate, end date of fixed-rate period, end date of loan, linked policies)
  • Your will and, if applicable, marital conditions
Financial Insight

Do you have an appointment about Financial Insight? If your Private Banker does not have your most recent documentation, please bring the following documents:

  • Most recent income tax return
  • Most recent (consolidated) financial statement of your company or companies
  • An organization chart of the corporate structure
  • A recent calculation of your own pension, including a pension letter
  • A printout of www.mijnpensioenoverzicht.nl (log in, click through to the end, then click on 'download information or summary'
  • Your most recent uniform pension overviews - policies and recent annuity value overviews
  • Capital insurance
  • Information on loans and mortgages (minimum per loan component: principal, repayment form, interest rate, end date of fixed-rate period, end date of loan, linked policies)
  • Your will and, if applicable, marital conditions
Estate Planning

Do you have an appointment about Estate Planning? If your Private Banker does not have your most recent documentation, please bring the following documents:

  • Your will
  • Marital conditions, partnership conditions or cohabitation contract

In order to provide you with the best possible service, we request you also provide the following documents:

  • Most recent income tax return
  • Most recent (consolidated) financial statement of your company or companies
Mortgages & other loans

Do you have an appointment about a mortgage or credit? No additional documents are required.

What can you expect during your appointment?

First, we will ask about your personal situation and your wishes. We will then discuss the situations for which we can provide you with advice, so you can make a selection and review the costs involved. An overview of the costs can be found in the Comparison chart Mortgage.

Next

Do you have an introductory meeting with one of our Next coaches? During the appointment, we will discuss your personal situation and motives. You can think about this before your appointment takes place. Please complete the digital intake form (in Dutch) and e-mail it to the Next coach you will be meeting for your appointment.

Philanthropic Advice

Do you have an appointment regarding Philanthropy? Depending on the topic of your appointment, the advisor will inform you regarding the required documents.

Which documents should I bring?

Introductory meeting
Investing
Wealth Management
Financial Insight
Estate Planning
Mortgages & other loans
Next
Philanthropic Advice

Introductory meeting

Are you a private client? Please bring the following documents:

  • Identification
  • CRS FATCA

Are you an entrepreneur? If so, we kindly request you bring the following documents:

  • Identification
  • CRS FATCA
  • UBO statement
  • Chamber of Commerce
  • Statutes
  • (if applicable) Company Power of Attorney

Investing

Individual investor

Are you an Individual investor? Please bring the following documents:

  • Passport or European Identity card. Please bring the original document, we cannot use a copy.
  • A phone or tablet with the ABN AMRO app on it. You will need this to check your identification, even if you have an appointment at the office. 
  • (If applicable) notarised power of attorney or living will 

In order to provide you with suitable advice it is important that we know your financial situation. You can prepare this with your income tax return. The income tax return is the annual report for the tax authorities with your income, financial obligations, possessions, and depts. Your advisor uses this information for your advice.

Commercial clients

Are you a commercial client? Please bring the following documents:

  • Passport or European Identity card. Please bring the original document, we cannot use a copy.
  • By-laws (in case these have been changed recently)
  • Legal Entity Identifier*
  • (If applicable) notarised power of attorney or living will
  • Most recent financial statement of your company (not older than 3 years)
  • (If applicable) notarised power of attorney

We will reach out to the Netherlands Chamber of Commerce (KVK) for a KVK Extract.

*Are you not in the possession of a Legal Entity Identifier? Reach out to the to the Dutch Chamber of Commerce (KVK) and request a Legal Entity Identifier. 

How can I prepare for my appointment?

Do you have an appointment to compile your investor profile or for the annual revision of your investor profile? You can prepare yourself by reading the brochure ‘A closer look at your investor profile’. Starting from the 3rd of October 2022 we will discuss your sustainability preferences. For more information, please read the second part of the brochure.

Read the brochure here 

Wealth Management

Do you have an appointment regarding wealth management? If your Private Banker does not have your most recent documentation, please bring the following documents:

  • Most recent income tax return
  • Most recent (consolidated) financial statement of your company or companies
  • An organization chart of the corporate structure
  • A recent calculation of your own pension, including a pension letter
  • A printout of www.mijnpensioenoverzicht.nl (log in, click through to the end, then click on 'download information or summary'
  • Your most recent uniform pension overviews - policies and recent annuity value overviews
  • Capital insurance
  • Information on loans and mortgages (minimum per loan component: principal, repayment form, interest rate, end date of fixed-rate period, end date of loan, linked policies)
  • Your will and, if applicable, marital conditions

Financial Insight

Do you have an appointment about Financial Insight? If your Private Banker does not have your most recent documentation, please bring the following documents:

  • Most recent income tax return
  • Most recent (consolidated) financial statement of your company or companies
  • An organization chart of the corporate structure
  • A recent calculation of your own pension, including a pension letter
  • A printout of www.mijnpensioenoverzicht.nl (log in, click through to the end, then click on 'download information or summary'
  • Your most recent uniform pension overviews - policies and recent annuity value overviews
  • Capital insurance
  • Information on loans and mortgages (minimum per loan component: principal, repayment form, interest rate, end date of fixed-rate period, end date of loan, linked policies)
  • Your will and, if applicable, marital conditions

Estate Planning

Do you have an appointment about Estate Planning? If your Private Banker does not have your most recent documentation, please bring the following documents:

  • Your will
  • Marital conditions, partnership conditions or cohabitation contract

In order to provide you with the best possible service, we request you also provide the following documents:

  • Most recent income tax return
  • Most recent (consolidated) financial statement of your company or companies

Mortgages & other loans

Do you have an appointment about a mortgage or credit? No additional documents are required.

What can you expect during your appointment?

First, we will ask about your personal situation and your wishes. We will then discuss the situations for which we can provide you with advice, so you can make a selection and review the costs involved. An overview of the costs can be found in the Comparison chart Mortgage.

Next

Do you have an introductory meeting with one of our Next coaches? During the appointment, we will discuss your personal situation and motives. You can think about this before your appointment takes place. Please complete the digital intake form (in Dutch) and e-mail it to the Next coach you will be meeting for your appointment.

Philanthropic Advice

Do you have an appointment regarding Philanthropy? Depending on the topic of your appointment, the advisor will inform you regarding the required documents.