Consolidating your investment portfolio can save time and effort, allowing you to better understand your overall financial position. By choosing MeDirect, you gain additional benefits such as tracking performance through our mobile app or online banking platform, and the ability to buy and sell stocks, bonds, funds, and ETFs seamlessly with low fees.
Investors who consolidate their assets with MeDirect by 20 December 2024 will also enjoy a cashback bonus of 0.50% of the value of the securities being consolidated, up to a maximum of €500. The bonus will be calculated based on the value of the portfolio as of 15 January 2025 and will be credited to customers’ accounts by 18 February 2025.
Consolidating assets to MeDirect is straightforward. Customers can complete an Asset Transfer Form and send it to MeDirect along with an updated statement of holdings. Alternatively, they can visit one of our branches in Sliema or Gozo to provide the relevant instructions. Once submitted, MeDirect’s team will handle the rest of the process and notify clients once the securities have been consolidated.
New clients can also benefit from this offer but would first need to become customers. MeDirect does not charge any fees for consolidating securities and will also reimburse transfer-out fees charged by third parties, up to 0.5% of the total value of the securities being consolidated.
MeDirect offers investors access to over 2,500 equities trading on various stock markets in Europe and the United States, as well as over 1,500 bonds, funds, and ETFs. Customers can invest independently using MeDirect’s mobile application or internet banking platform, or have their portfolio actively managed through MeManaged, a discretionary portfolio management service offered in partnership with BlackRock with a minimum investment of just €100. Alternatively, customers can make use of MeDirect’s advisory service, working directly with expert advisors to create a tailored investment strategy.
Ingrid Micallef, Head of Wealth at MeDirect, stated, “New and existing customers can both benefit from our €500 cashback bonus when consolidating their assets with MeDirect. As Malta’s first digital bank, we offer customers a range of options through our mobile app and online platform. These are tailored to the needs of our customers and their level of investing experience. By making things simple, MeDirect continues to democratise finance and provide all investors in Malta with access to the best tools and information to grow and protect their wealth.”
Further information on MeDirect’s investment services is available at https://www.medirect.com.mt/invest/. Information on the current promotion can be found here: https://promo.medirect.com.mt/asset-transfer-November-2024/
Promotion is for a limited time only. Terms and Conditions apply. MeDirect Bank (Malta) plc, company registration number C34125, is licensed to undertake the business of investment services under the Investment Services Act (Cap. 370).
