What are my account’s expenses?

None, all costs are borne by the mutual fund in which you have invested.

What happens in the event of the death of a joint account holder?

The provisions of Law 5638/1932 "on deposit in a joint account" apply accordingly to mutual fund shares. According to these provisions, the orders of any of the co-owners bind all the other co-owners and each co-owner can use and even make a total or partial redemption of the jointly owned shares, without requiring the consent or partnership of the others. In the event of the death of one of the co-beneficiaries, the rights from the participation in the mutual fund will be automatically transferred to the surviving co-beneficiaries of the account.

What happens in the event of the death of one of the joint account holders?

The provisions of Law 5638/1932 "on deposit in a joint account" apply accordingly to mutual fund shares. According to these provisions, the orders of any of the co-beneficiaries bind all the other co-beneficiaries and each co-beneficiary can use and even make a total or partial redemption of the jointly owned shares, without requiring the consent or partnership of the others. In the event of the death of one of the co-beneficiaries, their rights from the participation in the mutual fund will be automatically contained in the surviving co-beneficiaries of the account.

What information will I receive?

The intended updates you receive are:

• Entry / acquisition attestations you receive the next business business day after your transaction
• Investor card with a summary of your portfolio which you will receive each calendar quarter
• Upon agreement with us, you can receive updates on your portfolio status at whichever frequency you prefer

What is the minimum investment amount?

HSBC Continental Europe has a different minimum investment amount than our partnering custodians in Luxembourg. The table below summarizes the minimum startup amounts per mutual fund custodian:

Email us for more information.

What is the process and time required for the liquidation of my invested capital with Triton?

Mutual funds offer daily liquidity. If we receive the application for share redemption in time (within the stipulated time limits - cut off times), we will proceed to the credit of the beneficiary's bank account within 3 to 5 working days depending on the selected mutual fund family.