First-class support services for optimum advice

 

Partner Bank, a securities investment bank with headquarters in Austria, cooperates with professional independent financial advisors in Germany, Austria, Hungary, the Czech Republic, Slovakia and Slovenia.

Partner Bank – the name says it all. Partnership on equal terms with professional financial advisors is what we look for – and have been doing since 1992.

Trust and accountability are essential when offering sound financial advice to customers.

Competent, friendly support from bank staff, first-class technical support, continuing professional development, securities training, and seminars with industry experts help them develop their know-how, social competence and business success.

Partner Bank gives financial advisors and their customers access to the funds of many well-known Austrian and international fund companies and to high-quality shares and bonds.

 

As a custodian bank, it offers customers all the benefits of the entire securities market in a single securities account. All transactions, such as buying, selling, savings and regular income plans, are dealt with swiftly.

Independent financial advisors and their customers can access market commentaries and account statements with daily updated prices in a clear and convenient format via the customer online service.

 

"Partner Bank delivers services that help financial advisors give their customers the best-possible advice and support."

 

Benefits

 

Being in permanent contact with our service team, cooperating financial advisors have a direct line to Partner Bank at all times.

  • Authorisation to give investment advice
  • Access to the best investment funds, bonds, shares and physical gold
  • Exclusive management products offered by the Bank
  • Instant-access accounts, time deposits, lending against securities
  • Online service platform
  • Customer protection


A reliable partner


Unlike a simple investment platform, Partner Bank is not an intermediary, but is itself a custodian bank subject to the strict control of the banking and securities regulator. Because of its status as a securities specialist, Partner Bank has a higher-than-average equity ratio. Trust and accountability are at the heart of our cooperation. A partnership on equal terms.

Investment in Austria

A customer's portfolio is legally separated from the Bank's assets. This means that the Bank does not acquire ownership of the assets held in safekeeping for the customer. The customer retains full ownership.

 

"One application form for all securities, one point of contact, one statement, one securities account."

What is a Liability Umbrella?

Following registration of an independent financial advisor with the national regulatory authority, Partner Bank assumes liability for its financial advisors who do not hold a banking or securities trading licence. Liability is limited to the giving of correct investment advice on securities services settled through the Bank with custodial services provided by the Bank. Since the independent financial advisors are self-employed and independent of the Bank, only Partner Bank accepts customers' money.

 

"The cooperation makes it possible to combine high-quality investment advice with a wide choice of fund companies, shares, bonds, certificates and alternative investments."

 
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IT support

 

The online service platform offers financial advisors a secure, comprehensive source of information about their customers, allowing them to give customers the best possible advice and support.

 
  • Online positions and account inquiry
  • Focus Book – a selection of the best shares, bonds, funds, ETFs
  • Market analysis
  • User-friendly tools for advising and supporting customers
  • All information, forms and folders are available to download.
 

Becoming a cooperation partner

 

Close cooperation between the Bank and financial advisors is essential to ensure market-appropriate, customer-oriented products and services.

 

If you are interested in a working relationship, please get in touch at info@partnerbank.at