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Second Opinion

Customers of all banks – get a second opinion about your investment portfolio, free and without obligation.

Regardless of which bank you conduct your business in; the Benleumi offers you a Second Opinion service that enables you to thoroughly assess your investment portfolio with the Benleumi investment experts.  The Benleumi operates a unique, computerized and advanced system that accompanies the consulting process and enables us to tailor an investment suit that meets your needs.
The service is provided to customers of all banks – free and without obligation

 

The Second Opinion service includes:

  • Identifying your personal needs and attributes as an investor
  • Recommending an investment portfolio composition that meets your needs and attributes
  • Information on market developments and opportunities

 

For your convenience, there are several methods for contacting us for a consultation meeting:

  1. Select the branch in which you wish your account to be held and come meet your personal bankers.  We will arrange a personal meeting in which you will present us with your needs and requirements, and our bankers will fit the account to your special demands – investment solutions, credit, direct banking and more.  This is what we call tailor made banking.
    Please note, when opening a bank account, you must submit several documents for relating and adjusting the account to your needs.
  2. Contact Benleumi Call at *3009 and a banker will coordinate a meeting at the branch near you.
  3. Send an online request by filling in your details on the attached form.  A representative will contact you in order to coordinate a meeting at branch nearest to you.

Benleumi Investment Consulting
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Investment account only
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The above is subject to the website terms of use and the comments appearing in the Welcome Screen regarding the capital market.
Investment Consulting
Second Opinion
Consulting and Research Unit
Securities Trading
Foreign Securities Trading Room
Underwriting
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