Notice Board

Information about the Common Reporting Standard (CRS)

The Common Reporting Standard (CRS), formally referred to as the Standard for Automatic Exchange of Financial Account Information, is an information standard for the automatic exchange of information (AEoI), developed in the context of the Organisation for Economic Co-operation and Development (OECD). The legal basis for exchange of data is the Convention on Mutual Administrative Assistance in Tax Matters.

CRS information for entities

CRS information for individuals

Information disclosed in the framework of Pillar III of Circular CSSF 06/273, as amended

The purpose of this document is to meet the requirements on information to be disclosed by credit institutions pursuant to part XIX of Circular CSSF, as amended. This document is an information supplement to the annual report.

Pillar III Banque de Patrimoines Privés

General Terms and Conditions

The contractual relationships entered into by Banque de Patrimoines Privés and its customers are subject to these "General Terms and Conditions" and to any special agreements that may be entered into by the parties pursuant to the laws and regulations in force. The Bank is included on the list of credit institutions subject to the supervision of the Commission de Surveillance du Secteur Financier (hereinafter the "CSSF").

General Terms and Conditions

Overview of the basic features and risks associated with financial instruments

The purpose of the information contained in this document is to give an overview of the basic features and risks of financial instruments in which customers may be persuaded to invest. This document is not intended to describe all of the risks associated with investments in financial products, but rather to provide some information so that customers are aware of the risks associated with investments in financial instruments. In general terms, customers should not conduct transactions without having a full understanding of their nature, as well as of the risks inherent to them.

Customers and the Bank must therefore examine the nature of any given transaction based on the customers’ experience, their goals, their financial resources and any other significant information.

Overview of the basic features and risks associated with financial instruments

Terms and conditions

Sending a complaint to Banque de Patrimoines Privés

In accordance with the Bank’s complaint management procedure, which complies with applicable legislation in Luxembourg, you can send a complaint to our Compliance department either by post or by email using the following contact details:

Banque de Patrimoines Privés, S.A

Chief Compliance Officer

30 Boulevard Royal

L-2449 Luxembourg

Email: compliance@banquedepatrimoinesprives.com

You should clearly state your details and briefly describe the reason for your complaint.

If you are dissatisfied with the way Banque de Patrimoines Privés and/or its Portugal-based subsidiary has handled your complaint, you can request an out-of-court complaint settlement in accordance with the provisions of CSSF Regulation No. 16-07 of 11 November 2016.

For more details please check out the following link: http://www.cssf.lu/consommateur/reclamations/

The Financial Sector Supervisory Commission

Email: reclamation@cssf.lu

Postal address:

Département Juridique CC
283, route d’Arlon
L-2991 Luxembourg

Fax: (+352) 26 25 1 – 2601

Depositor Compensation Scheme – FGDL