transfer_investments

Transfer your investments and receive a 0.5% bonus

Rewarding your loyalty

We would like to reward your loyalty for being a valued customer of MeDirect!

Why transfer to MeDirect?

  • Easier to manage: See all your savings and investments together on one online account
  • Save money: No dealing charges when you sell funds, plus a free dividend and coupon payment service. Trade shares, ETFs, and bonds starting from €10. View our Tariffs and Charges Schedule for Investment Services
  • Improve returns: Choose from a huge range of fundsETFsshares and bonds. You could also consider our Model Portfolios to further diversify your investments

Receive a bonus

  • Earn 0.5% of the value of your investments if you transfer them to MeDirect
  • In addition, we will reimburse your transfer-out fees up to 0.5% of the value of assets transferred
  • To qualify for this promotion, you will have to request a transfer of securities by the 30th November

What can you transfer?

  • International securities held with other banks or brokers, locally or abroad
  • Local stocks and bonds held directly with the Malta Stock Exchange
  • Funds held with fund houses or with other custodians

How to transfer?

  1. Visit one of our branches or login to your online banking
  2. Open an investment account, either at the branch or online
  3. Submit a transfer request together with a statement of holdings, showing your current portfolios, either at the branch or online

There's nothing more you need to do: we will contact your existing investment provider to arrange the transfer and pay your 0.5% bonus by 31st December 2018.

Need help?

 

MeDirect Bank (Malta) plc, company registration number C34125, is licensed by the Malta Financial Services Authority under the Banking Act (Cap. 371) and the Investment Services Act (Cap. 370). This promotion is valid until the 30th November, 2018. Terms & Conditions apply.