With our new joint account, you enjoy the advantages of our low-cost, intelligent wealth management to provide for your shared future.
If you live with a partner or are married, you also have shared expenses: for rent, living costs, the children, holidays and for many purchases. With a joint current account, you keep an overview of your ongoing costs. That is practical and convenient and saves you a lot of back-and-forth with transfers.
From now on, you can enjoy the advantages of joint financial planning when it comes to smart investing as well: with our new quirion joint account. Many clients have asked us for this, because with a joint account you can not only spend money together with your partner, spouse or a close person, but also build wealth together and provide for your family and for retirement.
Each partner can manage the account
Another advantage of the joint account is that, in the event of one partner’s death or serious illness, the other partner has direct access to the shared assets without major bureaucratic hurdles. This too is important to many of our clients. With the quirion joint account, both partners can each make investment decisions on their own and dispose of the deposits.
And here’s how it works
First, you answer our questions, among other things about your risk appetite, your investment horizon and your available assets. These details already relate to both future account holders. Based on your answers, we provide you with an investment proposal. You then have the option of choosing the Comfort or the Basis package – that is, opening a portfolio with or without a personal contact at quirion.
Start building wealth together now!
When you enter your personal details in the next step, we ask you whether it should be an individual or a joint account. This is where you then also enter the details of the second applicant. That person subsequently receives an invitation to complete the registration with their personal details. At this point, your partner can confirm the information you have already provided about risk appetite, investment strategy and so on. Only once both applicants have confirmed the details can we open the account. Going forward, both account holders will then receive all information and notifications relating to their joint account.
