The Banca Transilvania Financial Group, through BT Capital Partners, is bringing a financial practice already familiar to approximately 800,000 clients to the capital market: automatic recurring savings and investments.

The Recurring Investments option is available in the BT Trade app, BT Capital Partners' investment platform, which can also be accessed through BT Pay. This platform facilitates the purchase of:

• BT Romania ETF fund units (BVB: BTBETRETF) listed on the Bucharest Stock Exchange; the ETF is managed by BT Asset Management SAI SA.
  
  
• BT Capital Partners clients can set the amount to be invested (between RON 100 and 100,000), the frequency of transactions (weekly or monthly), and the financial instruments in which they wish to invest on a regular basis.
  
  
• With recurring investments, the buying process takes place automatically, and entering purchase orders manually is no longer needed.
  
  
• To enjoy a more convenient experience, BT Group clients can arrange for funds to be automatically transferred from their Banca Transilvania current account to their BT Capital Partners trading account on the scheduled date for the recurring investment.
   

Recurring Savings and Investments for Banca Transilvania Group Clients

BT Group clients who want to save money automatically and regularly now have several options available to them at Banca Transilvania, BT Asset Management SAI SA and BT Capital Partners:

• Recurring savings with Banca Transilvania:
  
  
  • Automatic transfers to a savings account in BT Pay: clients can set up the app to automatically save an amount of their choice, in RON or EUR, as often as they like. The money is automatically transferred from the current account to the savings account in the same currency.
    
    
  • By Round-Up in BT Pay: Over 500,000 people save money with this option on every payment made with BT debit cards in RON, whether in Romania or abroad, at a POS terminal or online. The difference resulting from rounding each transaction amount is automatically transferred to a Round Up savings account, which earns 3% interest.
    
    
• Recurring investments in the funds managed by BT Asset Management SAI SA, through BT Pay. The company manages approximately 550,000 investment accounts, and more than half of them have the recurring investment option enabled.
  
  
• Recurring investments in the BT Romania ETF and in shares of companies listed on the Bucharest Stock Exchange, through the BT Trade app of BT Capital Partners.
  
  

All of these solutions offer BT Group clients the opportunity to make saving—and investing in funds, ETFs, and stocks—a financial habit.