Moneybase›Premier

MONEYBASE PREMIER

Your gateway to growth, privilege and potential

Q: What happens if my cash and portfolio balances fall below the qualifying amount?

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Moneybase Premier is designed for those looking to elevate their financial experience. It combines smart wealth tools, exclusive privileges, and priority support within one seamless platform.

Join a growing network of forward-thinkers managing their wealth in Malta and beyond with simplicity, flexibility, and confidence.

Bespoke wealth and investment opportunities

Premier members enjoy direct access to our investment experts for strategic guidance and insights, as well as preferential rates on trading and portfolio transfers.

Discount on online trades

0.5% portfolio transfer bonus with partial fee refund

up to €50 cashback on card spend

Direct access to wealth management experts

TRANSFER PORTFOLIO

Lifestyle benefits

Premium members are invited to exclusive networking events, giveaways, and selected VIP experiences, celebrating achievement and ambition within the Moneybase community.

VIEW BENEFITS

Direct access to our Wealth Management team

Engage directly with our Wealth Management experts to discuss market movements, outlooks, and asset allocation strategies. Our analysts are on hand to share insights on major asset classes, interpret macroeconomic developments, and explain the implications of central bank policies and other key market events.

WEALTH MANAGEMENT

Automatic qualification

You become a Premier member once your total cash and investment balance reach €500,000. No applications or manual upgrades needed. Once you qualify, your Premier benefits activate instantly.

Membership benefits

Your financial growth deserves recognition. Discover the benefits waiting for you as a Premier member.

Qualifying balance of €500,000 1

Higher spending limits 4

1.50% cashback up to €50 per month 2

Priority Customer Support

30% discount on online stock trades 3

Direct access to Wealth Management 6

Discount on Currency Exchange 4

Transfer your portfolio and receive up to 0.5% cash bonus 7

Discount on ATM Fees 4

Qualifying balance includes both cash and investment assets held within your Moneybase account calculated on the Average Weighted Cost
Cashback paid weekly
Coming soon. Discounts will apply to online accounts only for US Stock trades. Discretionary and advisory accounts are excluded.
Coming soon. Discounts will apply to online accounts only. Discretionary and advisory accounts are excluded.
Card limits can be adjusted through priority customer support, ensuring flexibility for larger transactions
Wealth Management access provides Premier members with up to 4 one-on-one sessions annually with Calamatta Cuschieri Wealth Management experts
Transfer your portfolio to us, receive up to 0.5% of portfolio value, and get a portion of your transfer fees refunded

Accelerate your status, transfer investment

Transfer your investment portfolio to Moneybase and enjoy a 0.5% cash bonus on the value of the investments you transfer, plus a partial refund of third-party transfer fees. It’s the fastest route to Moneybase club and a direct path to your financial ambitions.

TRANSFER PORTFOLIO

FAQs

If you can’t find the answer you are looking for, please get in touch

How do I become a Premier member?

Once you reach the qualifying balance you are automatically upgraded and gain instant access to Premier benefits. You can also transfer your portfolio to Moneybase to speed up eligibility and receive a 0.5% cash bonus, with third-party transfer fees refunded up to 0.50% of the value of securities transferred.

How is qualified balance calculated?

Your qualifying balance is the total of the cash and investments in your Moneybase account, based on what you originally paid for your investments rather than their current market value. This means daily ups and downs in the market do not move you between tiers.

What happens if my cash and portfolio balances fall below the qualifying amount?

We regularly review eligibility. Temporary dips will not affect your status.

However, if your balance stays below the threshold for more than 90 days, some benefits may revert to standard. We will always notify you in advance.

How can I reach priority support?

Contact us via in-app live chat or call us at +356 25 688 688. As a Premier member, you are automatically recognised and connected directly with an agent. Your personal relationship manager can also fast-track urgent requests and connect you with the right experts.

Terms & Conditions Apply