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First purchase (subscription) of fund units

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If you would like to become an investor and buy fund units, fill in the form below and we will contact you.

In order to become an investor in a BT Asset Management investment fund you must initially purchase at least 1 unit of the fund. 

Before the initial purchase of fund units, the subscription form must be filled in and signed at the BT Asset Management head office, Emil Racovita str. nr.22, Cluj-Napoca, or at any of Banca Transilvania's branches in the country, after which you can transfer the amount you wish to invest.

The fund units corresponding to the transferred amounts are allocated during the business day immediately following the operation, on which date the value of the fund unit for the operation date is also displayed.

Therefore, the number of units purchased is not specified on the Subscription Form or Payment Order.

There is no sales charge for BT Asset Management funds. All subscription operations to BT Asset Management funds are carried out from the bank accounts of the investment account holders, opened with Banca Transilvania. No bank transfer fee is charged. Subscription orders registered in the distribution network of Banca Transilvania are transmitted to the investment management company, BT Asset Management SAI, through the IT applications implemented between the two entities.

Subsequent purchases

ONLINE

Via Internet or Mobile Banking

You must be a Banca Transilvania customer and have the BT24 Internet or Mobile Banking service active.
Select from the menu Finance -> Investment funds.
Here you find the list of all BT Asset Management investment funds.

Login Neo / BT24

BY BANK TRANSFER

In any BT agency

In the case of subsequent subscriptions of fund units, made by bank transfer, including electronically, for investors who have given their signature when joining the fund and for subsequent subscriptions, it is NOT necessary to fill in and sign a form, the investors having the obligation to fill in the "Explanations" section of the payment order with the identification data (Investment account number opened with the Fund, name of the holder / authorized person, fund name) starting with the investment account number.

In case of failure to complete the payment order properly, BT Asset Management assumes no liability for any delays in the allocation of fund units. The issue price at which the subscription takes place is the price valid on the day on which the money is credited to the Fund's collecting account.

See the list of BT agencies

BY RECURRING PAYMENT

In any BT agency

This is the BT Direct Invest recurring payment service. This service can be activated at any BT branch. You can choose to invest in any of the funds managed by BT Asset Management. You can choose to invest monthly on any day from 2-28. On the set day, payment will be made from the following month.

You can choose any amount greater than 50 RON, and if you have currency the amount must be greater than 25 EUR/USD. That's all. You just have to make sure that at the time of payment the money is in your current account.

See the list of BT agencies

Funds available

Background name
Bank transfer account for the purchase of fund units
BT Fix
RO54BTRLRONINCS000772501
BT Euro Fix
RO23BTRLEURINCS000772401
BT Dolar Fix
RO14BTRLUSDINCS000792101
BT Obligatiuni
RO81BTRL01301601K5516700
BT Euro Obligatiuni
RO55BTRLEURINCS000704701
BT Clasic
RO03BTRL0130160186043500
BT Euro Clasic
RO71BTRLEURINCS000704801
BT Index Romania ROTX
RO38BTRL01301601B0055700
BT Index Austria ATX
RO12BTRL01304601W3398400
BT Maxim
RO66BTRL0130160186044500
BT Agro
RO16BTRLEURINCS000796001
BT Energy
RO32BTRLEURINCS000796101
BT Real Estate
RO48BTRLEURINCS000796201
BT Technology
RO64BTRLEURINCS000796301
BT Invest
RO69BTRL01301202i69768XX

Frequently asked questions about investment funds

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