Citi Handlowy - Investments - Regular investment plan - Capital accumulation system

Systematyczne inwestycje

You invest regularly over a declared period of time.

Ulga w opłatach manipulacyjnych

The Capital Accumulation System registration fee is charged only once during the whole investment period and you can enjoy the processing fee discounts.

Możliwość wypłaty części środków

You can suspend further payments or withdraw a part of the deposited funds at any time, maintaining the minimum balance of PLN 3,000.

How does it work?

Any individual or a married couple can join the Capital Accumulation System.
The Capital Accumulation System can be opened for a child, too, on various occasions (e.g. birthday, baptizing, etc) – the family and the closest ones can give a child a gift in the form of an additional payment into the Capital Accumulation System directly from their account maintained with the bank.
You decide for how long (5, 10 or 15 years) you will join the plan and what your monthly payment will be – the minimum required amount is PLN 100.
There is a one-time registration fee – you will not be charged with any additional fees for the purchase of other units within the target Capital Accumulation System amount.
Once the investment term is over, you can use the funds to accomplish your goal or you can continue the investment – the funds will be transferred to the register maintained on general terms.
You can make additional payments whenever you want.

Important information

Investment products are available solely for holders of Citibank Personal Account. Investing in investment funds is not an obligation nor is it guaranteed by Bank Handlowy w Warszawie S.A. or by any of Citigroup subsidiaries or affiliates. The fund participation units are not a bank deposit. Investments in the funds participation units are not guaranteed by the State Treasury, the Bank Guarantee Fund nor by any other government institution. The investment products bear investment risk, including the possibility of losing invested capital. The past performance of investment funds, stock market indices and foreign exchange rates, which affect return on investment, is no guarantee of their future profits.

Before taking any investment decision, customer should read the information prospectus of the fund that includes information concerning profitability of the investment and the existing risks. Policy of order completion has been described in relevant statutes of the Funds. Informative fund prospectuses are available in Citi Handlowy branches and on www.citihandlowy.pl.

The Bank provides the investment advisory services regarding the investment funds (excluding the regular investment plans and individual pension account pursuant to the Act of April 20, 2004 on individual pension accounts and individual pension security accounts) solely to customers who have concluded an agreement with the Bank for such services.

Documents

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Ostatnio zaktualizowany 12/08/13 File size 1.2MB
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Ostatnio zaktualizowany 12/08/13 File size 1.2MB
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Ostatnio zaktualizowany 12/08/13 File size 1.2MB
pdf
Ostatnio zaktualizowany 12/08/13 File size 1.2MB
pdf
Ostatnio zaktualizowany 12/08/13 File size 1.2MB
pdf
Ostatnio zaktualizowany 12/08/13 File size 1.2MB
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