This marketing notification does not constitute any investment advice or investment recommendation. In particular, it is not an offer or a request to take out an investment. It serves solely as preliminary information and cannot replace a consultation based on the individual circumstances and knowledge of the investor.
Every capital investment is associated with risk. The value and return of an investment can suddenly and considerably increase or fall and cannot be guaranteed. Currency fluctuations can also influence the development of the investment. There is the possibility that the investor does not receive the total invested sum back, among others, if the capital investment only exists for a short time. The longer the investment horizon, the less significant short-term fluctuations are. Your advisor will be pleased to assist you in determining the right investment strategy for you.
Our brochure “Summary of the guidelines for handling conflicts of interest and the disclosure of benefits” provides you with information regarding the fundamental handling by Bank Austria of conflicts of interest and regarding the disclosure of benefits. Your Private Banking advisor will be pleased to advise you in detail.
For questions relating to your individual tax situation, we recommend that you seek the advice of a tax advisor. The handling with regard to tax matters depends on your personal circumstances and can be subject to future changes.
Citizens of the US or people with their place of residence, tax assessment and/or companies in this country may not be offered the UNIVERS EXKLUSIV even in Austria, and/or they may not purchase it.