IW Money 1.0.8

IWBank Private Investments, the UBI Banca Group bank specializing in investment advisory and financial planning of individuals and families, presents IW Money, the new remote financial advisory service.

Thanks to the professionalism of your Financial Advisor, with this app, you have constant assistance in the management of your investments and, at any time, adequate responses to your financial and social security needs.

With IW Money, in fact, you will be free to manage the investment recommendations that will send you the Financial Advisor directly in the app and you can monitor the deadlines of your portfolio whenever you want and in total autonomy, simply and quickly without having to physically meet your Consultant.

How IW Money works

The Financial Advisor periodically reviews the situation of your investments and, when you believe that there are conditions to provide a recommendation appropriate to your profile , contact you to share it. Once the content is agreed, place the recommendation directly in your app and you will receive an email notification.

From that moment on, you have until the sixth calendar day following the delivery date to evaluate it and decide whether to accept or reject it, directly online using the Advanced Electronic Signature service (FEA).

After accepting the recommendation you can decide to perform , individually online , the individual recommended operations.

IW Money is the app dedicated to customers who hold an IWBank Private Investments internet banking account (excluding trading accounts - IW Conto Trading and Conto Trader) who have signed an advisory contract and have enabled the Advanced Electronic Signature service (FEA) . To use IW Money, simply open the app and enter the same identification codes used to access your Customer Area from the iwbank.it site.

Compatible with Android v. 4 and later.

Download the IWBank Private Investments app from the store and discover the convenience of having your bank always within reach of "tap".

For information and assistance we are at your disposal via email, at info@iwbank.it, online thanks to the chat channel (from the site iwbank.it) or by calling the toll-free number 800-991188.
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Advertising message for promotional purposes
For the contractual terms and conditions of the investment consulting service and the products of IWBank Private Investments (including the IW Money App) and for anything not expressly indicated, please refer to the information sheets available in the "Transparency" section of the website www. .iwbank.it, to the documentation available in the branches of IWBank Private Investments or delivered by our Financial Advisors during the pre-contractual phase.
The "IWBank Private Investments Financial Advisors" are duly registered in the Single Register of financial advisors authorized for the Off-site Offer pursuant to art. 99 of the Intermediaries Regulation adopted by Consob resolution no. 16190 of 29 October 2007.
The customer is however aware that the activities performed by the Bank as part of the investment advisory service do not imply any guarantee of maintaining the value of the investments made unchanged and that the Bank itself, in the execution of the assignment, does not promise the useful result of the activity carried out.