Your investment portfolio management requires a high qualification, quick response and a deep understanding of the markets and available products. These are the premises that MoraBanc’s investment managers live by – professionals engaged in the management of your assets in a delegated way in order to obtain the best possible yield according to your investment profile.
Your expert investment manager will meet periodically with you and will work with a team of specialists in different fields in order to:
- Define your goals and your investment profile.
- Study your assets and suggest solutions that suit your interests.
- Access the different financial markets and types of assets.
- Control your portfolio’s volatility.
- Follow up, report your positions’ current situation and apply any necessary changes.
- Applies the strategy followed by MoraBanc Asset Management’s Investment Committee.
- Construction of the portfolio that best adapts to your risk profile.
- Diversified and liquid portfolio.
- Investment tracking.
- Attractive rates.
Two types of investment portfolios
Discretionary Management Service through investment funds with open architecture. It combines both MoraBanc and external funds.
Discretionary Management Service through fixed-income and equities, including shares, bonds and debentures, and investment funds.
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Information on the processing of personal data
In compliance with Law 15/2003 of 18 December on protection of personal data, the customer authorizes that the applicant’s personal data entered on this form will be incorporated into files owned and managed by MORA BANC GRUP, SA – MORA BANC, SAU (hereafter referred to as “MoraBanc”) to process the requested service and, if necessary, to comply with the contracts finally entered into, and also to ensure correct operational procedures.
The applicant expressly authorises MoraBanc to send him/her commercial and promotional communications for products and services and information on the Bank itself, social or other activities, in hardcopy by post or by electronic means (among others, short messages (SMS) to mobile phones, e-mail, etc.). This consent can always be withdrawn, without retroactive effect.
The applicant authorises the data provided to be communicated or shared with third parties forming part of the MoraBanc business group, entities which are primarily active in the financial, insurance and service sectors. The applicant is considered as having been informed of this transfer of information by means of this clause. The applicant accepts that he/she may be sent information on any product or service marketed by these companies.
The data processing manager is MoraBanc. The applicant is hereby informed that the rights of access, rectification, suppression or opposition may be exercised in the terms established in current legislation.
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