Why choose MoraBanc Private Banking
10 reasons to join a different way of banking
1. We pursue the same goals
There is no “you” and “us”. Our methodology involves you in every decision and takes your needs into consideration so your expectations are met.
- Goal analysis
We help you set your goals, we study your asset situation, your risk aversion and your financial knowledge.
- Action plan
Our experts assess the alternatives and outline the best path and the optimal strategy to pursue.
We assess your strategy with you and we implement it in order to achieve your goals.
- Reporting and follow-up
We follow up on your investments as they evolve and look for new opportunities.
2. All kinds of estates
We possess broad experience in managing individual, family and institutional estates closely and with absolute trust and discretion.
3. Constant information
About every aspect related to your investments or your assets and also regarding the latest financial news and developments.
4. The best experts at your disposal
All of MoraBanc’s capacity at your service: expert account managers, MoraBanc Asset Management professionals, MoraBanc Assegurances… We are at your disposal to offer you help with whenever you need.
5. Customised product catalogue
We offer tailored solutions at all times, customising our catalogue and adapting it to your needs and interests: mortgages, project financing, savings and life insurance, investment options…
6. Your assets in the best hands
We help you structure your assets according to your investment profile in order to improve your taxation options or plan your heirs’ inheritance. We take care of your assets in a delegated way or supporting you in your decision-making with specialised information and advice.
7. Great diversification options
Diversifying your portfolio can be a great asset to enable you to increase your equity. We place at your disposal our Investment Funds Open Platform, as well as the most exhaustive information on philanthropic projects and appropriate products for your investment profile.
8. More than 60 years of banking in Andorra
We know our territory very well. We will explain all the advantages and grants that are available for you in order to optimise your investment in Andorra.
9. Multiplatform online banking
You will have an agile and convenient online operating platform both on your mobile phone and on your computer. Additionally, you will have access to our Online Broker service so you can check your investments status, purchase or sell securities or perform simulations.
10. Premium advantages
Just by being a Private Banking customer will allow you to attend events and conferences where you can meet other high net worth individuals. In addition, thanks to our cards, you will enjoy discounts and exclusive coverage totally free of charge.
Write to us and we will respond.
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 fact of filling out this form implies that the applicant acknowledges that the information and personal data provided are true, accurate and correct; otherwise, MoraBanc declines all responsibility for the lack of truthfulness or correctness of the data.
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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