Fund unit sale


Via the Internet or Mobile Banking

You must be a client of Banca Transilvania and have the BT24 Internet or Mobile Banking service active.
From the menu, select Finances -> Investment funds.
Here you can find information about the invested amount, the current value of your investment and the number of fund units held The transmission of the redemption order is simple and fast, requiring just a few steps.

Login Neo / BT24


Or at the headquarters of BT Asset Management

The payment is made according to the Issue Prospectus within no more than 10 business days as of receiving the redemption request, but this process is usually completed in 2 business days.

If you request the redemption of your fund units, you must mention only the amount you want, the number of fund units sold being calculated by the asset management company on the business day immediately following the receipt of the redemption request (the fund unit value reflects the assets on the day when the redemption request was submitted). All the operations related to the redemption of fund units are performed on the bank accounts of the investment account holders opened with Banca Transilvania.

See the list of BT agencies

Taxation of revenues obtained from investment funds

After selling fund units, you have the legal obligation to declare the obtained revenues to the tax authority (ANAF). According to the applicable tax legislation, the revenue obtained by natural persons from investments is subject to a 10% tax.

BT Asset Management SAI does not withhold the due tax. The investor has the obligation to declare the revenues obtained.

Read more about the due taxes here.

Frequent questions about investment funds

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If you wish to become an investor and to buy fund units, please fill in the form below and we will get in touch with you.