Reporting to Clients

Regardless of whether you need advisory or discretionary portfolio management, we offer you a series of reports in printed or digital form. Reports consist of relevant data on the distribution of resources, current market results, gains, losses, and their taxation.

Discretionary portfolio management reports

Report on results, investment structure, all transactions in the preceding period and yields. It can be delivered in printed or electronic form via e-mail.

Daily report on the total value of assets - every day within Erste NetBanking application

Online platform for investment funds - reports on specific funds and daily movements of investment fund's value units on local markets

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Please contact us with confidence. Our private bankers will contact you as soon as possible.