Regular investing in Saving Plans

You have some plans for the future which will demand some specific financial contribution? You need to think now how to get those resources.
All you need to do is systematically put aside a certain amount - it does not need to be large.

We have such a plan for you - a Savings Plan. We award regularity, giving you over a 50% discount in charges for the purchase of units. It is worth while to make regular payments!

Depending on your needs, you can choose from 4 variants of the Plan.

Length of the Plan	Plan name	Subfund in the Plan	Minimum payment	Discount in handling charges	Remarks
5 years	The One-Subfund-Based-Plan	One chosen subfund *	100 PLN monthly or 1200 a year	50%	Several One-Subfund-Based-Plans can be opened
5 years	The Individual Plan	To a maximum of 4 chosen subfunds	200 PLN monthly or 2400 a year	50%	Once a year an allocation change of resources in the subfunds at no charge
10 years	The One-Subfund-Based-Plan	One chosen subfund *	100 PLN monthly or 1200 a year	70%	Several One-Subfund-Based- Plans can be opened
10 years	The Individual Plan	Up to a maximum of 4 chosen subfunds	200 PLN monthly or 2400 a year	70%	Once a year an allocation change of resources in the subfunds at no charge

Choosing a Savings Plan, ask yourself the following questions:

1. How long do I want to save?
in other words: should I choose the 5-year plan or the 10-year plan?

2. Do I want to locate resources in one subfund or do I prefer to divide it into several subfunds simultaneously?
in other words: should I choose the One-Subfund-Based-Plan or the Individual Plan?

3. Is my inclination to risk:
- low (I prefer to invest safely, without losses),
- moderate (I want to earn, but I make allowance for a possible small drop in the investment),
- high (I like to take risks and I am in a position to incur losses in the short term).
in other words the choice of a subfund / subfunds in the Individual Plan.

4. What sum can I appropriate for systematical saving? How often will I pay?
in other words: determining the amount and frequency of payments to the Savings Plan (it should be declared in the contract).

5. How will I pay resources to the Plan?
in other words:
- will it be cash at a CSP,
- will it be by a standing order in a bank (hint: a good method for keeping payments regular)
- will it be by payment transfer through the post office, at a bank or through the internet
(we advise: the possibility of making payments that are more than the minimum limit of payments)

If you want to make sure that your payment is filled in correctly, check the information below that is necessary for a correct description of the payment or transfer:

Plan	First payment	Sequential payments
One-Subfund-Based-Plan (5-year or 10-year)	- name of recipient: the subfund name, - account number of the subfund - type of plan: 5-YEAR PLAN or 10-YEAR PLAN, - PESEL number / birth date	- name of recipient: the subfund name, - account number of the subfund, - type of plan: 5-YEAR PLAN or 10-YEAR PLAN, - the register number in the plan
Individual (5-year or 10-year)	- name of recipient: BRE AT (Individual Plan), - account number of the Individual Plan, - type of plan: 5-YEAR PLAN or 10-YEAR PLAN, - PESEL number / birth date	- name of recipient: BRE AT (Individual Plan), - account number of the Individual Plan, - type of plan: 5-YEAR PLAN or 10-YEAR PLAN, - PESEL number / birth date (attention: in the Individual Plan there is no register number)

You will find account numbers of subfunds in the One-Subfund-Based-Plans here.

Below the account number for Individual Plan.

Individual Plan

Maximum of 4 chosen subfunds

81188000090000001300191018

The site has been last updated on: 20.07.2011