Saving plan

What is a Savings Plan?

With it you save and invest at the same time.

A savings plan with which you organize your savings through direct investment in three easy steps.

Step 1

You determine the goal you want to achieve and the amount you want to put aside from your monthly income. For example 10%

Step 2

You contact a consultant of the Bank for an individual savings plan.

Step 3

You start investing every month in a chosen fund of Amundi Group with small amounts of EUR/USD 20 for 5 years.

How does it work?

You save and invest with small amount of money that are invested in mutual funds of Amundi Group each month. The savings plan is concluded for an initial period of 5 years and can be extended according to the terms of the contract.

You can save and invest in Amundi Group mutual funds.

Example: With an open 5-year Amundi Fund Global Solution Multi-Asset in Euro for the period July 2017 – June 2022 and a monthly payment of 50 EUR at the end of the period, the depositor has 3397 EUR. The fee collected when opening the savings plan is 60 EUR.

*The savings plan fee is a one-time fee and is due in advance upon opening. It’s calculated as a percentage of the total amount of monthly payments for the first 5 years.

* The previous performance of the Funds are not necessarily related to their future performance. The value of the investments and the income from them may go up, but may go down as well, without any guarantee for profit, and there is a risk for the investors to not recover the full amount of the funds they have invested. The information is for illustrative purposes only and does not constitute advice for carrying out transactions in financial instruments. Each investor should make an independent decision to invest and/or enter into other transactions with shares in funds. UniCredit Bulbank AD does not provide investment advices.

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