Buy (subscribe)

First purchase (subscription) of fund units

In order to become an investor in a BT Asset Management investment fund, you must initially purchase at least 1 fund unit.

The initial purchase of fund units is made by filling in the subscription form, at BT Asset Management, 22, Emil Racovita Street, Cluj-Napoca, or at any of the branches of Banca Transilvania branches in the country, followed by the transfer of the amount in RON you wish to invest.

Therefore, the Accession Form or Payment Order does not specify the number of fund units purchased.

There is no subscription fee for BT Asset Management funds. All subscription transactions to BT Asset Management funds are carried out from the bank accounts of the investment account holders with Banca Transilvania. No bank transfer commission is charged. Subscription orders registered in the distribution network of Banca Treansilvania are transmitted to the investment management company, BT Asset Management SAI, via the IT applications implemented between the two entities.

Before initiating an investment operation, through BT24 or NEO, please consult the latest version of the document "General Business Terms and Conditions of Banca Transilvania", the sections regarding the terms and conditions for the use and execution of banking transactions through the internet banking service as well as the document "Payment Guide/ Payment Schedule".

Subsequent purchases

ONLINE

Via Internet or Mobile Banking

You must be a Banca Transilvania customer and have BT24/NeoBT Internet or Mobile Banking active. Select from the menu Products-> Investment Funds. Here you will find a list of all BT Asset Management investment funds.

Login Neo BT/BT24

BANK TRANSFER

In any BT branch

In the case of subsequent subscriptions of fund units, made by bank transfer, including electronically, for investors who have signed the subscription form when joining the fund and for subsequent subscriptions, it is NOT necessary to complete and sign a form, investors are required to fill in the "Explanations" section of the payment order, the identification data (Investment account number opened with the Fund, name of the holder/ authorized agent, fund name) starting, necessarily, with the investment account number.

BT Asset Management assumes no liability for any delays in the allocation of fund units in the event of failure to properly complete the payment order. The issue price at which the subscription takes place is that valid for transactions on the day on which the monies are recorded in the Fund's collector account.

See list of BT agencies

BY RECURRING PAYMENT

In any BT branch

This is the BT Direct Invest recurring payment service. You can activate this service in any BT branch. You can choose to invest in any of the investment funds managed by BT Asset Management, distributed by Banca Transilvania. You can choose to invest monthly on any day between 2-28. On the day set, payment will be made starting the following month.

You can choose any amount greater than 50 RON, and if you have foreign currency the amount must be greater than 15 EUR/USD. That's all. You just need to make sure that the money is in your current account on the payment date.

See list of BT agencies

Funds available

ONLINE

Via Internet or Mobile Banking

You must be a Banca Transilvania customer and have BT24/NeoBT Internet or Mobile Banking active. Select from the menu Products-> Investment Funds. Here you will find a list of all BT Asset Management investment funds.