Systematic Plans

Regular saving within easy reach for everyone


What is a Saving plan?

Our saving plans, based on a diversified investment funds offer, are aimed at meeting the different needs of our Customers. That is why conversation with our consultant is so important for their proper selection.


Systematic saving of a certain amount will allow you to:

  • Secure yourself and your family for the future.
  • Accumulate capital, which you can use freely in the future.
  • Make plans and dreams come true.


What can you choose?

5-year Plan 5-year individual
Plan
10-year Plan 10-year individual
Plan
Subfundusze w Planie
One selected sub-fund Up to 4 selected sub-funds One selected sub-fund Up to 4 selected sub-funds
Minimal payment amount
PLN 100 per month or 1,200 per year PLN 200 per month or 2,400 per year PLN 100 per month or 1,200 per year PLN 200 per month or 2,400 per year
Front load fee reduction
50% 50% 70% 70%
Additional benefits
It is possible to open several 5-year Plans Free of charge allocation of sub-fund resources once a year It is possible to open several 10-year Plans Free of charge allocation of sub-fund resources once a year
Tools
Calculate your profit
Choose your sub-fund
Calculate your profit
Choose your sub-fund
Calculate your profit
Choose your sub-fund
Calculate your profit
Choose your sub-fund

 

Before choosing a specific Saving Plan, consider the following:

  • How long do you intend to carry on saving?
  • Are you going to invest your money in one sub-fund, or would you rather invest it in several sub-funds?
  • What is your risk exposure?
  • How much money can you spend on regular saving?
  • How often will you make your payments?
  • How will you make your payments?