Grow your wealth

Go for the convenience of the KBC Large-Sum Investment Plan.

Grow your wealth

Go for the convenience of the KBC Large-Sum Investment Plan.

Professional investment service tailored to your needs

We offer you an investment service that matches your needs, your wealth and your financial plans.

Periodic investments pay off

By investing periodically over time, you factor out your emotions, avoid mistimed investments and get market fluctuations to work for you.

A range of investment solutions

You choose from the extensive range of investment solutions at KBC. And each month KBC Invest keeps you informed of interesting investment opportunities.

Why investing can be an interesting proposition

If you've already built up a tidy sum on your savings account, you may be thinking about how to increase your return. If you are, investing offers you the key. The high cost of living currently means that interest rates lag behind inflation. This eats into your purchasing power over time. Although investing is not a 'get rich quick' solution, the return on investments is generally higher than that on savings accounts, enabling you to overtake the inflation rate and boost your purchasing power!

Invest at the right time

A KBC Investment Plan lets you invest periodically and automatically:

  • At fixed times,
  • At pre-set intervals,
  • In a set amount,
  • In a fixed investment product.

Investing periodically offers a host of benefits. The principle underpinning periodic investment is that, if you want to invest a larger amount, you spread your investment over several months and thus achieve a lower mean purchase price. 

The emotional investor

Periodic investment avoids bad timing, factors out emotion and lets price fluctuations work in your favour. And that leverages your return!

Did you know that…

... KBC offers more than 1.500 funds? Thankfully, the fund finder will quickly help you find a range of suitable investment funds.

What is the KBC Large-Sum Investment Plan?

Under a KBC Investment Plan, you invest periodically over time and can choose from a range of investment funds. When you start up a KBC Investment Plan, two accounts are opened for you: 

  • A non-interest-bearing KBC Investment Plan Account, whose balance is automatically invested in the funds selected by you using a recurring sweep instruction
  • A Plan Custody Account, into which the funds you've purchased are booked

Term

You are free decide how long your KBC Investment Plan runs for. You can opt to invest for just a few months, e.g., until the year end. If you want to reduce your monthly investment sum or stop investing, you can change your deposits or (temporarily) stop your sweep instruction any time you wish.  You can immediately sell the funds you buy, thus releasing liquidity when you need it. 

Charges

A KBC Investment Plan is completely free of charge. Apart from the customary charges associated with the investment funds you opt for, there are no additional costs. You can obtain details of these charges in the Key Investor Information Document or from your KBC branch.

Extra support for your assets?

If you're afraid of drowning in the detail or would rather spend your time doing other things, no problem. If you have assets of 25.000 euros or more to invest, you can rely on the advice and guidance of your own personal relationship manager.

KBC Wealth Management Service

If you want to sleep easy at night, then, on top of a personal relationship manager, you can also opt for the KBC Wealth Management Service. Not only will you then have your personal relationship manager, but you'll also have a team of specialists to permanently monitor your assets for you. Depending on your needs, financial plans and assets, KBC offers three services:

  • KBC Wealth Management Service Smart for clients with assets of 25.000 euros or more to invest
  • KBC Wealth Management Service Plus for clients with assets of 250.000 euros and more to invest
  • KBC Wealth Management Service Select for clients with assets of 250.000 euros and more to invest, including an extensive equities service

Interested in further growing your wealth?

Learn more

  • Product fact sheet
  • KBC Wealth Management Service Smart (Dutch)
  • KBC Wealth Management Service Plus (Dutch)
  • KBC Wealth Management Service Select (Dutch)
  • Benefits of investing periodically (Dutch)

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