Investment Centers

Our Team of Experts, Working for You

Our investment centers offer advanced advisory services, customized for client needs with strictly objective, professional advice in conformity with the Regulation of Investment Counseling Law and relevant provisions of the law.

Our investment centers are staffed by leading investment advisors, focused on the capital market and investment activity, and who are there for you, in person.

Our investment advisors are happy to offer investment advice customized for your needs and instructions, based on the investment policy and risk level appropriate for you, and may even initiate calls with advice that could be of interest to you.

This is a unique service, combining high professional standards and exceptionally personalized service.

Professionals - for you

The investment center team is made up of expert investment advisors, licensed by the Israeli Securities Authority. The team constantly holds expert consultation and receives information from the bank's Research Department and Investment Committee.

The investment center team uses advanced advisory tools to support their services, enabling market and trend analysis, as well as independent research into global stocks from the investment research firm, Morningstar. The investment center also offers pension advice services and comprehensive advice on client assets.

The service is provided subject to the Regulation of Investment Advice, Investment Marketing and Investment Portfolio Management Law, 1995, subject to relevant provisions of the law and according to the engagement with the bank in appropriate service agreements, subject to terms and conditions thereof.

We are here for you

We can meet you at the investment center, at your branch, at your office or anywhere else - at your convenience.

Your investments are important to us, therefore our advisors are engaged exclusively in providing investment advice.

Our business hours: Sunday from 8:30am to 5:00pm, Monday to Thursday from 8:30am to 5:30pm, coinciding with trading hours on the stock exchange. Closed on Fridays, Sabbaths and Jewish Holidays.

Our investment call center is also at your service, staffed by a team of expert investment advisors, providing advisory services during operating hours: Sunday from 8:30am to 5:00pm, Monday to Thursday from 8:30am to 7:00pm. Closed on Fridays, Sabbaths and Jewish Holidays.

Attentive to your needs

The investment center team will provide you with personalized service, after learning your needs and investment objectives. In accordance with your needs, we can initiate advisory calls to you, drawing your attention to interesting opportunities.

We are committed to schedulingat least one annual meeting with you.

With the extensive professional information we receive from the bank's Research Department and from other sources, we can offer you professional, current advice and provide you with economic reviews prepared by the bank's Research Department.

We are constantly engaged and will contact you monthly to check on your satisfaction with our service. Communication channels to the center manager and team of advisors are open and available to you.

The service is provided subject to the Regulation of Investment Advice, Investment Marketing and Investment Portfolio Management Law, 1995, subject to relevant provisions of the law and according to the engagement with the bank in appropriate service agreements, subject to terms and conditions thereof.

For more information, visit any Discount Bank branch or call TeleBank Discount at *6111.

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