Second Opinion

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.