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ONLINE UPDATE OF DATA
For OTP Bank clients

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Welcome!
Your investments are safe at OTP Bank Romania.

We are happy to announce that OTP Bank Romania and Eurobank Fund Management Company (Luxembourg) have entered into an agreement for the distribution of investment funds in Romania, replacing the distribution of funds through Bancpost SA.

 

Thus, OTP Bank Romania has been nominated to be the distributor and paying agent in Romania, and as of December 1st, 2018, can inform you about the balance of your investment portfolio. Any new subscription or redemption will be made through our bank.

 

OTP Bank Romania is part of OTP Group, one of the most important financial groups in Central and Eastern Europe, with operations in countries such as Hungary, Montenegro, Croatia, Bulgaria, Russia, Ukraine, Slovakia, Serbia and Romania. We have been present on the local market since 2004 and offer complete services for individuals and businesses.

 

OTP Bank Romania has a rich experience in the distribution of investment funds and is currently working with well-known companies. The distributed funds are managed by asset management companies quartered in Romania, such as OTP Asset Management SAI S.A., and in Luxembourg, such as NN Investment Partners, Franklin Templeton Investments and Eurobank Fund Management Company.

 

What do you have to do? Open a current account with OTP Bank Romania and, starting December 3rd, you can perform transactions with fund units. You can also request a free portfolio report, based on your ID, in any OTP Bank Romania branch.

 

Dedicated counseling! We are ready to provide you the necessary support during this period.

 

We are offering you financial advice and the assistance of our experts in the investment field, in order to help you get through the transition process as easily as possible. Please write to contact.pb@otpbank.ro and we will answer the questions you may have.

 

If you fill in the contact form and provide us with the phone number and the city where you are located, you will be contacted by one of our advisors in Bucharest or in the country.

 

If you want to consult a list of questions and answers on this topic, you can find it here.

 

Thank you!

OTP Bank Investment funds
administered by OTP Asset
Management Romania
I want details
OTP Bank Investment funds
administered by NN
Investment Partners
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OTP Bank Investment funds
administered by Franklin
Templeton Investments
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OTP Bank Investment funds
administered by Eurobank
FMC-LUX
I want details

Regulatory framework

For more details regarding the regulatory framework of the investment products and services distributed by OTP Bank Romania, please access the MiFID II webpage.

 

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