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Third Party Mutual Funds (UCITS)

National Bank of Greece, as Distributor of major international investment Houses / Mutual Fund Providers (UCITS) offers specialized solutions from a wide range of investment options in Mutual Funds.

Investing in Third-party UCITS via the NBG network offers great flexibility and a range of options:

  • choice of tailor-made Mutual Funds
  • diversification of the investments in your personal portfolio, and
  • the most effective alignment of your investment instruments with your investment goals.

For further information, stop by any of our Branches or visit the website of the following UCITS Providers associated with the Bank:


UCITS HAVE NO GUARANTEED RETURN, AND PAST PERFORMANCE DOES NOT IMPLY THAT THEY WILL GENERATE RETURNS IN FUTURE.


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Third-party UCITS which are available through NBG's Network include a large number of Mutual Funds (circa 150). The specific Mutual Funds have been selected by NBG in the context of its collaboration with the following Providers:

  • BLACKROCK INVESTMENT MANAGEMENT (UK) LIMITED
  • BNP Paribas Asset Management Luxembourg
  • Franklin Templeton Investments
  • Pictet Asset Management Europe SA
  • Schroder Investment Management (Luxembourg) S.A.
  • UBS AG.

Click here to view a list of Third-party UCITS available by the Bank.

For detailed information regarding Third-party Mutual Funds available through NBG Network visit any of our Branches or the websites of the following Providers associated with the Bank.

UCITS HAVE NO GUARANTEED RETURN, AND PAST PERFORMANCE DOES NOT IMPLY THAT THEY WILL GENERATE RETURNS IN FUTURE.

Participation procedure

Visit any of our branches, and a member of our staff will be able to tell you more about the terms, conditions and Third-party Mutual Funds available through the NBG Network.

To invest in a product, all you need to do is visit any of our branches to fill out the relevant application and hold or open a demand deposit account with NBG, whose balance should be sufficient to cover the required participation amount.

Find out about the ID verification documents required by the current regulatory framework at Have you introduced yourselves? If not ...do it now.

Performing transactions

You can carry out your transactions at our branches on a daily basis until 12:00.


UCITS HAVE NO GUARANTEED RETURN, AND PAST PERFORMANCE DOES NOT IMPLY THAT THEY WILL GENERATE RETURNS IN FUTURE.


Information

You can get updates on your investments with Third-party Mutual Funds available through NBG's Network (including share prices, returns) via:

  • NBG's branch network.
  • the quarterly statement of financial instruments which is sent to the contact address you've registered with us or your email address, or via NBG's i-bank platform.
  • i-bank Internet and Mobile Banking, regarding your personal portfolio in Third-party UCITS and its current value.

Change of particulars

Please inform us immediately of any change in your personal particulars (e.g. home address, contact information etc.) by visiting an NBG branch.

To find out which documents are required to verify your particulars, please use:

UCITS HAVE NO GUARANTEED RETURN, AND PAST PERFORMANCE DOES NOT IMPLY THAT THEY WILL GENERATE RETURNS IN FUTURE.


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