K&H regular investment

  • build your wealth & achieve your goals step by step
  • you only need to set it up once; you have nothing more to do, unless you want to make changes
  • K&H mobile banking makes it convenient & takes just minutes to get started

why is it worth investing regularly?

can be built into the montly budget
your presence in the market is constant, whether it rises or falls
it can be easily started on mobile in a few minutes
you can do for a better future with responsible funds
you can preserve the purchasing value of your money

what is regular investment?

details

  • you can start regular investment in HUF denominated investment funds and in saving-life insurance
  • if you are premium client you can reset your account management fee with the following products
    • investment funds:
      • K&H „rendszeres” válogatott kényelem investment unit
      • K&H „rendszeres” válogatott lendület investment unit
      • K&H „rendszeres” válogatott iram befektetési jegy
      • K&H „rendszeres” kényelem felelős befektetés investment unit
      • K&H „rendszeres” lendület felelős befektetés investment unit
      • K&H „rendszeres” iram felelős befektetés invetsment unit
      • K&H „rendszeres” állampapír felelős befektetés investment unit
    • regular savings-life insurance:
      • K&H hozamhalmozó 2 életbiztosítás
      • K&H rendszeres díjas nyugdíjbiztosítás 2
      • K&H hozamhalmozó 3 életbiztosítás
      • K&H rendszeres díjas nyugdíjbiztosítás 3
      • K&H hozamhalmozó 4 életbiztosítás
      • K&H nyugdíjbiztosítás 4 életbiztosítás
  • important informations if you want to start regular investment in investment fund:
    • you can start in a branch, via e-bank, or in K&H mobile bank
      • if you are premium client you can start via remote bank too
      • if you are private or upper private client you can start via identified video call or an electronically identified telephone call too
    • the frequency of your investment can be weekly, monthly, quarterly or yearly - in K&H mobilbank you can only enter regular monthly investments
  • you can choose the following investment units in K&H mobile bank:
    • K&H „rendszeres” kényelem felelős befektetés investment unit
    • K&H „rendszeres” lendület felelős befektetés investment unit
    • K&H „rendszeres” iram felelős befektetés investment unit
    • K&H „rendszeres” állampapír felelős befektetés investment unit
  • you will go through the following process in K&H mobile bank
    • choice of investment unit
    • choice of the account, which account you would start your regular investment from
    • the amount of the investment (5 000 and 20 000 000 HUF)
    • the start date of the regular investment, which may not be earlier than the next business day and may be given up to 45 days in advance
    • opening a securities account if you do not already have one, for which we will ask for your tax identification number
    • filling in a product knowledge and experience questionnaire, if you have one, you can keep the previous result
  • please note that only standing orders may be cancelled in K&H mobile bank; to cancel a regular investment order, please use K&H e-bank or visit a branch
  • in K&H mobile bank you can not change the regular investment you have already started

the investment process via mobile bank is execution only, if you want to get investment advice, please visit our branch

related document

General Terms and Conditions
Announcement on investment services and securities dealing of private individual customers and corporate clients
Announcement on the bank accounts, deposit accounts, term deposits and cash transactions of private individual customers

We draw your attention to the consumer protection website of Financial Navigator Advisory of the National Bank of Hungary where you can find useful product descriptions and various applications for comparison (loan calculator, budget calculator for households).

This notice is considered marketing communication, and it does not constitute an offer; its sole purpose is to draw attention to a product and/or service whose detailed description and terms and conditions are set out in the Agreement in question; the General Contracting Terms and Conditions for Bank Account, Deposit Account and Term Deposit Products; the General Contracting Terms and Conditions for Bankcard and Credit Card Services; the General Contractual Terms and Conditions of Retail Loans; the General Contracting Terms and Conditions for Banking Services Requiring Electronic Identification; the General Terms and Conditions of K&H Bank; the Announcement on the Bank Accounts, Deposit Accounts, Term Deposits and Cash Transactions of Private Individual Customers; the K&H Debit Bankcard Announcement of Private Individual Customers; the K&H Credit Card Announcement for Private Individual Customers; the Announcement on K&H Forint Overdraft; the General Terms and Conditions for Investment and Complementary Investment Services Provided by K&H Bank; and the Announcement on the Fees and Charges on Investment Services and Securities Transactions. The criteria for participating in the Promotion are set out in the Terms and Conditions of Participation. The investment funds are managed by the Hungarian Branch Office of KBC Asset Management N.V. Insurance services are provided by K&H Insurance; the details of the relevant product are set out in the applicable insurance terms and conditions. The Bank reserves its right to change the terms and conditions.