No Fee promotion

Open the register in the Union Investment office.

    • Open a new register by using the promotion form available only at our Customer Service Point at Polna 11 Str in Warsaw.

    If you want to set up a Joint Marital Account, then the signatures of both spouses must be on the form. The form is used to open a register in one sub-fund / fund. If you want to open a register in more than 1 sub-fund / fund, fill in a separate form for each one.

  • Wait 3-4 days until the form will reach the address of the Transfer Agent.
  • Make a transfer on the account of the fund / sub-fund (information at the bottom of the page)

Attention: The discount cannot be granted in the event of opening a register in any Customer Service Point!

How to describe the transfer on the accounts of the fund / sub-fund?

Situation 1 – first payment

a) you opened the register in the Union Investment office.

  • recipient: name of the fund / sub-fund and the address of the office.
    If the banks requires entering the name and address of the bank in which the fund / sub-fund account is managed, give: Deutsche Bank Polska SA, Al. Armii Ludowej 26.
  • the bank account number of the fund / sub-fund (given here),
  • Your full name, residential address,
  • Your PESEL number or date of birth,
  • The description of the payment - Promocja Bezpośrednio - bez opłat
    If you don’t include this information in the description of the payment you will not receive 100% exemption from the handling fees.

Situation 2 - you make further payments on registers

  

a) you opened the register in the Union Investment office.

  • recipient: name of the fund / sub-fund and the address of the office.
    Attention: in the case of internet transfers some banks require entering the name and address of the bank in which the fund account is managed. Please write: Deutsche Bank Polska SA, Al. Armii Ludowej 26.
  • the bank account number of the fund / sub-fund (given here),
  • Your full name, residential address,
  • Your register number in the fund / sub-fund,
  • The description of the payment - Promocja Bezpośrednio - bez opłat.

    If you don’t include this information in the description of the payment you will be charged a handling fee.

The site has been last updated on: 02.08.2011

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