Can I transfer mutual fund shares from another custodian bank to HSBC and start working with Triton?
Yes, from the reciprocal families represented by Triton, i.e. JPMorgan, Amundi, or HSBC shares. Please contact us for more details.
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.
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.
Can I have joint account holders in my account and up to how many per account? Can my joint account holders be minors?
Yes, you can have as many co-beneficiaries as you want and your co-beneficiaries can be minors. In the case of minors, we will require either a police ID card (if available), or a copy of the client's marital status, or the co-beneficiary's birth certificate.
Can I have more than one Triton mutual fund investment account?
Yes. You can have as many accounts as you want with the co-beneficiaries you will designate.
What transaction fees will I be charged with?
Transaction fees on mutual funds are limited to subscription/redemption fees. Read more about our current charges.
What are my account’s expenses?
None, all costs are borne by the mutual fund in which you have invested.
How can I make the initial investment to my Triton account?
Submission of necessary documents for each beneficiary separately as described above in section 1.
Transfer to the Fund's bank account at the custodian HSBC Continental Europe, Athens.
What documentation do I need to open an account?
To open an account as a natural person, you must provide us with the following documents, electronically or by mail:
- Valid ID or Passport
- Recent utility bill or phone company account for the purpose of confirming the client's home address and contact phone
- Recent document or proof of profession and office adress
- Social security documentation (AMKA) (idika.gr)
- Completed application to create a new registry account
To open a legal entity account, follow the link that suits your preferences:
*This list is not exhaustive and additional documents may be required upon request.