Premium Service Agreement (PSA)
- Get financial guidance from your personal relationship manager
- Have your assets invested for you or invest together with our experts
- Enjoy the many benefits for you and your family
Get financial guidance from your personal relationship manager
Your very own relationship manager is your primary contact and is there to help you at all key moments in your life. We'll join forces to look for the best way to realise your plans for yourself, your family and your business, and draw up your personal Premium Plan.
As a Premium customer, you’ll receive financial guidance in three areas:
- Investing
- Inheritance planning
- Wealth planning
If you also have any tax or legal-related questions, you can count on our financial planning specialists who'll provide you with bespoke advice in these areas. That way, you can always be sure that we'll realise your plans with the correct information for your situation.
What's more, as a Premium Banking customer, you can also access exclusive insights and events that are tailored to your wealth.
Invest your way with expert advice
Your relationship manager is not only your confidential adviser, but also your investment expert who’s supported by many specialists. After a meeting with your relationship manager, you can choose one of two ways to build up and manage your investment portfolio:
You decide once what you want to invest in and our specialist fund managers then ensure active management and effective diversification of the underlying investments. This eases the burden on you and saves you a considerable amount of time and energy.
What’s more, you can monitor your investments with ease in KBC Brussels Mobile and KBC Brussels Touch:
- Decide which fund to buy or sell units in
- See your portfolio’s value and performance in a snap
- Get an annual report with a clear review of the past year
In addition, you receive detailed information about your ExpertEase investment, such as newsflashes about the markets and interventions made by the fund manager.
You get expert advice from our experts at all times, but it’s you who takes the decisions. After a personal advice meeting, you and your relationship manager set up an investment portfolio. Then a team of experts systematically monitors your wealth the year round. With that in mind, your relationship manager will regularly invite you for an in-depth analysis of your portfolio.
What’s more, you can monitor your investments with ease in KBC Brussels Mobile and KBC Brussels Touch:
- Decide which fund to buy or sell units in
- See your portfolio’s value and performance in a snap
- Get an annual report with a clear review of the past year
In addition, you receive personalised investment proposals and detailed information about your ExpertEase investment, including performance, price movements and order history.
Enjoy the benefits for you and your family
If you decide to sign up to KBC Brussels Premium Banking, you get to enjoy many additional benefits:
- Reduced entry charges on investments
- A KBC Brussels Plus Account and KBC Brussels Gold Credit Card
- KBC Asset Insurance (PDF)
And your family gets extra benefits, too. We take special care of your children with our Family Service:
- A KBC Brussels Plus Account and KBC Brussels Silver Credit Card
- A discount of 2% on non-life insurance via your investment-linked insurance plan*
* The discount only applies to the following investment-linked insurance plans: KBC-Life Solutions and KBC B-Assured.
Frequently asked questions
When you enter into a Premium Service Agreement, you receive financial guidance from your relationship manager about your investments, inheritance planning and wealth planning. You also receive personalised investment proposals, benefit from extensive monitoring of your investments in KBC Brussels Mobile and KBC Brussels Touch and have access to exclusive information and events tailored to your wealth.
In addition, you and your family receive a number of other benefits, including reduced entry charges on investments and a KBC Brussels Plus Account and KBC Brussels Gold Credit Card for your family.
You can conveniently monitor your investments in a number of ways:
- Track your investments in KBC Brussels Mobile and KBC Brussels Touch
- Contact your relationship manager with any questions you have
- Get an annual report containing an overview of your investments
As a confidential adviser, your relationship manager will map out your current situation and help you realise your plans for the future. For instance, they are your contact for all your questions on investments, inheritance planning and wealth planning.
You can easily top up existing investments using KBC Brussels Mobile or KBC Brussels Touch. Not only that, you will regularly receive proposals suggesting how you can optimise your portfolio. Your relationship manager will also be happy to help you when you want to invest more.
You enter into an agreement with your relationship manager, who with your input will look for the best way to realise your plans. You can then build up and manage your investments either by opting to have your assets invested for you or by making your own investments with advice from our experts.
