ABN AMRO - The Investment World

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1 Information ABN AMRO (local rate in the Netherlands) Trade Globe The investment world of ABN AMRO Plenty of possibilities for every investor Completely independent investment Invest with the advice of ABN AMRO Have ABN AMRO manage your capital

2 Trade Globe A solution for every investor When you start investing it makes sense to examine a number of aspects. Everyone has their own aim in investing. Or several aims. And personal aspects are also important when making a choice. Whatever kind of investor you are, at ABN AMRO you ll always find a suitable solution. Your personal preferences No two investors are alike. One may be willing to take more risk; another has no need for that excitement and prefers to opt for a safe strategy. Within what ABN AMRO can offer this is no problem whatsoever; you will always find a solution that is exactly suited to you. Investor profile If you analyse your investment aim, your investment horizon and your personal preferences, this will give you a good picture of your profile as an investor. Investor profiles vary from highly defensive to highly offensive. On the basis of the investor profile most suited to you, you can determine how best to distribute your investments between shares, bonds, liquid assets and property. The investment world of ABN AMRO There are many ways to invest. The most suitable approach to investment differs from one individual to another and depends on a number of factors. Such as the investment aim, the investment term and personal characteristics of the investor. After all, one investor may be willing to take more risk than another in order to achieve a higher return. Trade Globe is a combination of a unique range of investment products, in-depth know-how and expertise in the field of investment, and extensive possibilities to invest yourself, to invest with ABN AMRO or to have ABN AMRO invest on your behalf. Welcome to Trade Globe. The investment world of ABN AMRO. Clear, accessible and suitable for every investor. Take a look also at What are your investment aims? You can invest for a variety of purposes. Maybe your aim is highly specific and you want to top up your pension provision, make a major purchase or fund your children s studies. Your aim may also be to build up a financial reserve. Naturally you may also have more than one aim. Your investment aims play an important part in the investment choices that you make. For what period do you wish to invest? If you have determined your aim, you may also know by when it has to be achieved. That is your investment horizon. This also plays a part in your investment choices. The prices of stocks and shares can be very changeable. In the case of a short-term investment horizon it can make sense to take rather less risk. If your investment horizon is long, it is easier for you to even out the peaks and troughs in prices and you may be justified in taking more risk. How are you going to invest? You may well already know exactly what investment approach is best suited to you. If you are still in doubt, ABN AMRO offers a handy tool on the internet, with which you can obtain a clear picture on the basis of a number of questions: Trade Scan. Check it out at Transfer at ABN AMRO s expense If you would like to move your securities custody account to ABN AMRO, use our Securities Transfer service. This is easy to do and costs you nothing. ABN AMRO will take care of the transfer and reimburse any costs charged by your old bank. Naturally you can also transfer a portion of your securities to ABN AMRO. Want to know more about the Securities transfer service? Call , visit one of our branches or take a look at 2 T r a d e G l o b e

3 Yourself, with or by? Voor iedere belegger een oplossing Trade Globe the investment world of ABN AMRO offers you many ways of investing. The main breakdown is based primarily on your personal choice: you can invest yourself, invest with ABN AMRO or let ABN AMRO invest for you. The choice is yours. 1. Investing yourself 2. Investing with ABN AMRO Investment 3. Let ABN AMRO invest for you Do you prefer to take decisions on your investment If you would like advice and consultation when Would you like to consult your permanent investment You want to invest, but you don t want to handle choices and approach independently and without taking your investment decisions, make use of consultant, who is not put off by complex investment things yourself? In that case simply leave it to advice? Do you want to deal rapidly and at highly ABN AMRO s experts. You can call the Investment issues? Investment gives you the freedom to ABN AMRO s professionals. You have the following competitive rates? In that case Direct Investment Line till p.m., where certified investment take decisions yourself while at the same time giving possibilities: is your best choice. If you want, you can use consultants will be pleased to assist you. Whether you optimum support whenever you want it. ABN AMRO s advanced on-line transaction and you re looking at very short-term investment or solid Fund Management information platform, TradeBox, for this purpose. advice for the long term. You can choose from: Trading With Fund Management you don t invest in standard For the experienced and active investor. With your funds but in one of the five Multi Manager Profile Fund own Trading Consultant in ABN AMRO s dealing Funds, depending on your investor profile. Within If you want your investment portfolio to have room you can monitor short-term developments this fund investment is undertaken in a selection an optimum spread, it can make sense to opt in the field of investment. Whenever you wish to of the best-performing investment funds worldwide, TradeBox: everything for the investor for investment funds. With Fund your do so. What s more your Trading Consultant will leaving you with little need to monitor your For the active investor with investment know-how and experience ABN AMRO offers TradeBox. This advanced online transaction and information platform offers access to current information and the possibility consultant provides you with advice and support on the composition of your investment portfolio. From the investment funds available worldwide ABN AMRO has made a top selection, which also includes third-party funds. contact you on a regular basis to examine your securities portfolio with you and to exchange ideas with you on honing your investment strategy. Naturally he also executes your investment orders rapidly and professionally. investments regularly. Portfolio management ABN AMRO s specialists invest your money in accordance with your wishes in a mix of shares to place orders 24 hours a day, seven days a week. (including property), bonds and liquid assets. You don t need to monitor price movements, Among other things TradeBox stands for: lightening-fast placement of buy and sell orders; exchanges, the most important exchanges in this is taken care of by ABN AMRO s professionals. Where necessary the portfolio is adjusted in line with financial and economic developments. Europe and America, major indices and the Combination is also possible euro-dollar rate; extensive company information; key figures and opinions on almost 9,000 investment funds; Once you have made a choice from the investment alternatives described above, this doesn t mean that you are stuck with that choice. You are free at any time to transfer to another approach. Naturally you can also opt for a combination of continuous, up-to-date financial and economic news. the various possibilities. Or select an approach for each investment aim. You can also add features yourself, such as Technical Analysis, Options Analysis and USA Realtime Prices. T r a d e G l o b e

4 Investing with ABN AMRO: an overview of the possibilities Have you selected an investment approach (for each aim)? Will it be yourself, with or by? For each approach you have a choice of several investment forms. You will find a list of the most important features and benefits on these pages. WITH Fund Understandable advice, optimum spread and advantageous rates for approximately 300 investment funds SELF - Direct investment Investing independently and without advice at highly competitive rates Support No substantive investment advice but opinions and information available via TradeBox and Fund World Does provide advice on investment profile to be selected In the case of Preferred Banking exclusively advice on approximately 300 investment funds (including third-party funds), selected by the Investment Office In the case of Retail customers the recommended range consists of approximately 15 funds No advice on derivatives (options, Turbos), shares, bonds and structured products (with the exception of a number of guarantee products) Investment in accordance with the Investment Advisory Cycle (IAC) advice policy with long-term horizon Pro activity At least once a year face-to-face with your Preferred Banker In the case of Retail customers no pro-active contact Quarterly custody account statement for Preferred Banking Quarterly Custody account statement for Preferred Banking Annual custody account statement for Retail customers Annual Custody account statement for Retail customers Free TradeBox for Preferred Banking Free subscription to Stockwatch digital newsletter Free SMS execution messages Free use of Fund World Use of Fund World In the case of Preferred Banking invitation to fund day or seminar Tiered discount In the case of Preferred Banking invitation to local investment evenings Turbos for EUR 10 (regardless of order size) and exchange drinks Free entry to seminars (incl. TradeBox and Turbos) In the case of Preferred Banking free TradeBox No broker necessary in order to invest inexpensively Subscription to Stockwatch and Trader digital newsletters In the case of Preferred Banking face-to-face contact by appointment Direct Investment Box (all forms and extras in one file) Direct telephone contact with your Preferred Banker or use of Investment Line Order entry via Internet and Mobile Banking For Retail customers also advice via Investment Line Order entry by telephone (Customer Contact Center) Retail customers contact with sales consultant Order entry by Internet and Mobile Banking Order entry by telephone (Customer Contact Center) want to invest independently without advice are able to find information themselves in order to take investment decisions opt for the benefits of investment funds in preference to investing in shares and bonds are looking for a personal point of contact close to home invest for the long term T r a d e G l o b e

5 Investing with ABN AMRO: an overview of the possibilities WITH - Investment WITH - Trading Your own certified investment consultant close by Sparring with the specialist in the dealing room Emphasis for investment portfolio on current financial instruments on shares (investment funds,structured products, shares, bonds) on innovative trading strategies (options, Turbos) Investing in accordance with the Investment Advisory Cycle (IAC) Technical analysis as an instrument of timing advice policy with long-term horizon Investing in accordance with the Investment Advisory Cycle (IAC) policy with short-term horizon Pro activity Contact at least twice a year, of which at least once a year face-to-face with your Preferred Banker Pro activity The Trading Consultant contacts you at least once every three weeks Your Preferred Banker contacts you at least once a year Quarterly Custody account statement Quarterly Total Assets Quarterly Custody account statement Personal Annual Investment Report once a year Personal Annual Investment Report once a year Free TradeBox Free membership of Trading Club: Subscription to Stockwatch and Trader digital newsletters - Seminars Invitation to Financial Cocktail, seminar or workshop - Courses, for example advanced course in Turbos Invitation to local investment evenings and exchange drinks - Exchange drinks in the dealing room In addition to your investment consultant also your own Preferred Banker - Subscription to Stockwatch and Trader digital newsletters Free TradeBox Personal, face-to-face contact by appointment In addition to your Trading Consultant also your own Preferred Banker Direct telephone contact with investment consultant Direct order entry with your personal consultant Direct telephone contact with the Trading Consultant (0900-Trading) Order entry by Internet and Mobile Banking Order entry by Internet and Mobile Banking Order entry by telephone (Customer Contact Center); from to Order entry by telephone (Customer Contact Center), from to you can make use of the Investment Line with certified consultants you can make use of the Investment Line with certified consultants expressly wish to receive advice on shares and derivatives need a sparring partner to check their own ideas and acquire new ideas are looking for a personal point of contact close to home want to invest on a regular basis are investing more than EUR 100,000 expressly wish to receive advice on shares and derivatives are seeking long-term growth have sufficient know-how and want to acquire additional knowledge are interested in investment are sufficiently available undertake more than 20 transactions a year invest more than EUR 100,000 T r a d e G l o b e 9

6 Investing with ABN AMRO: an overview of the possibilities BY - Fund Management BY - Portfolio management Worry-free, straightforward investment in a selection of the best-performing investment funds worldwide The convenience of having your assets managed by the professionals of ABN AMRO Worldwide fund selection by AA advisors Legal transfer by means of free-hand management agreement, (including third-party funds) therefore no on investment decisions Recommendation on investor profile to adopt Recommendation on which investor profile to choose Investing in accordance with the Investment Advisory Cycle (IAC) Investing in accordance with the Investment Advisory Cycle (IAC) with long-term horizon by means of Multi Manager Profile Funds advice policy with long-term horizon No legal transfer Administration in ABN AMRO funds and third-party funds Tactical Asset Allocation allows rapid response to current market developments Newsletter containing general performance reporting on the underlying fund (Multi Manager Profile Fund) Pro activity At least once a year face-to-face with your Preferred Banker review discussion Quarterly Custody account statement for Preferred Banking and Retail customers A comprehensive quarterly personal performance report Performance can be monitored via Internet Banking Deposits and withdrawals possible via all channels Invitation to client treatment events Performance can be monitored via Internet Banking In the case of Preferred Banking face-to-face contact by appointment Direct telephone contact with your Preferred Banker or use of Investment Deposits and withdrawals only possible via Preferred Banker Line - face-to-face contact by appointment For Retail customers advice via Investment Line also - in writing (if necessary Preferred Banker will contact you) Retail customers contact with sales consultant Order entry by Internet and Mobile Banking Order entry by telephone (Customer Contact Center) do not want to invest themselves or have no time for it have as their major motives convenience and peace of mind want to make maximum use of ABN AMRO s expertise do not want to invest themselves or have no time for it are investing more than EUR 100,000 are not allowed to invest professionally have as their motives convenience and peace of mind deposit more than EUR 25,000 in one of the five Multi Manager Profile Funds 1 0 T r a d e G l o b e 1 1

7 ABN AMRO: bank for investors Welcome to Trade Globe, the investment world of ABN AMRO ABN AMRO is one of the largest banks in Europe. With a comprehensive product offering, innovative possibilities and a worldwide network, it is the ideal partner for those who want to enjoy optimum conditions for investment. How do you intend to invest? Do the Trade Scan Do you want to know what investment possibilities ABN AMRO offers and which form of investment is best suited to you? Do the Trade Scan at Further information Want to know more about the possibilities of Trade Globe? Want to start immediately? Go to Or phone (local rate in the Netherlands). Worldwide network ABN AMRO has a very extensive worldwide network with its own branches, top specialists and specialist departments. This network enables ABN AMRO to keep its finger on the pulse throughout the world and to concentrate a wealth of knowledge and information. And naturally to make it fully available to you. ABN AMRO Markets ABN AMRO Markets consists of a team of specialists who develop innovative products. An example of this is Turbos. In recent years ABN AMRO has achieved major international successes with this product, in particular as a result of private investors gaining access to markets that were previously inaccessible for them. Investment Advisory Center ABN AMRO s Investment Advisory Center (IAC) forms the backbone of ABN AMRO s investment advice. The core of the IAC consists of a number of our most experienced and expert specialists, with origins in all of ABN AMRO s worldwide operations. ABN AMRO Asset Management As a portfolio manager with customers in more than twenty countries, Asset Management looks after the interests of a very large number of investors. From locations throughout the world the Asset Management specialists work on optimising the return on ABN AMRO investment funds. Customer wishes are transformed into innovative solutions. The IAC monitors the markets in all parts of the world and develops macro views, market forecasts, strategic and tactical asset allocations and fact-based analysis of shares and bonds. The IAC s recommendations are used by all ABN AMRO s consultants as a source of information and as the basis for the investment advice they give you. 1 2 T r a d e G l o b e 1 3

8 Information and advice ABN AMRO can be reached in various ways, 24 hours a day, 7 days a week. For questions about ABN AMRO s products and services visit one of our bankshops or call ABN AMRO: (local rate in the Netherlands), 24 hours a day, 7 days a week). Internet For comprehensive information about our products and services go to About ABN AMRO ABN AMRO Bank N.V., established at Gustav Mahlerlaan 10, (1082 PP) Amsterdam telephone (local rate in the Netherlands). ABN AMRO Bank N.V. can act as a provider of payment, savings and credit products, as an intermediary for insurance and credit products and as a provider and/or administrator of securities services. ABN AMRO N.V. holds a banking licence from the Dutch central bank (De Nederlandsche Bank N.V.) and is registered with the Dutch Financial Markets Authority (AFM). You can find information on ABN AMRO Bank N.V. s complaints procedure and the disputes bodies to which ABN AMRO Bank N.V. is affiliated at: or you can request it via telephone number You can also request the brochure 'Are you satisfied with our services?', in which you can read how to make remarks, suggestions or a complaint. ABN AMRO Bank N.V. subscribes to the Dutch Collective Guarantee Scheme for Refundable Monies and Investments. You can find further information about this at or you can request it via telephone number Trade register of the Amsterdam Chamber of Commerce, no VAT-identification number: NL BO1 No rights may be derived from the contents of this publication. Subject to change. This brochure is not intended to serve as individual advice. 1 4 T r a d e G l o b e 1 5