At KBC Private Banking, you can count on clear structural reporting. You receive regular portfolio reports, giving you an insight into:
• Your return: how much has the value of your portfolio
changed? And where do you stand today, including your net
• Your portfolio allocation: in which asset categories, products and currencies are you currently invested?
• The risk: are you more defensively invested, or are you focusing more dynamically on a few shares?
• Your positions: what products are present in your portfolio?
In addition to this, you can always consult this report in
Doccle, your digital filing cabinet, and in
KBC Invest. So you have a clear view of your investment
portfolio at any time of day, wherever you are.