Let’s continue our digital banking strategy and move towards ZERO Paper. For our individual customers with single accounts and joint accounts between spouses, BREDConnect holders who have chosen e-statement, a certain number of documents will be dematerialized from August 27th onwards
Documents concerned: transaction report, securities portfolio statement, statement of custody fees, PEA statement, securities transaction notice , securities information notice, exchange or consolidation of securities, annual statement of expenses, etc.
- Information notices and corporate action notices will continue to be sent on paper as well, while corporate action notices for clients managed under a Promépar mandate are excluded from dematerialization. As today, they do not receive any notices.
How to view statements and other securities documents
Customer: creation of a new “My securities portfolio” folder in the “Access my account statements – safe deposit box” section of BREDConnect at the same level as the electronic statement (Accompany the customer by explaining how to access his documents).
Adviser: statements and other securities documents can already be consulted in the clients’ documents area.
The customer has the option of reverting to paper dispatch by deactivating the dematerialized dispatch service from BREDConnnect.
NB: Agencies that have clients coded in transit PEO no longer receive documents linked to securities. However, these documents can be consulted in the customers’ document area and can be edited on request.
For our customers, dematerialization is simpler, faster and less lost documents!