Citi Handlowy - Investments - Regular investment plan - Systematic investment plan Eemerytura z lwem

You choose amount

You choose the amount that you want to regularly invest over the period of 5 or 10 years.

One front-end load

The front-end load is paid only once at the beginning of the investment and its amount depends on the declared payment.

Possibility to withdraw a part of the invested capital

You can withdraw a part of the invested capital or suspend further payments any time you.

Once the Plan matures

Once the Plan matures it is automatically converted to an ordinary fund participation unit register. Your funds will continue to work until you need them.

For children

You can open the "Emerytura z Lwem" Systematic Investment Plan for you child, too.

Joining the "Emerytura z Lwem" Systematic Investment Plan you can freely choose an investment option tailored to your individual needs. You also choose the amount of your regular payments for 5 or 10 years in one out of the following four funds:
  • NN Equity Subfund,
  • NN Balanced Subfund,
  • NN Stable Growth Subfund,
  • NN Bond Subfund. The Plan allows you to change the type of the originally chosen NN Investment Fund to a different one – as often as you want.
Your declared monthly payments can be as follows (amounts divisible by PLN 50):
  • For 5-year program: from PLN 150 to PLN 1,000
  • For 10-year program: from PLN 150 to PLN 500
You can also withdraw all the invested funds together with the investment returns at any time and with no fee charged (the Plan closes automatically then).
You can make additional payments ay time and in any amount (the single payment cannot be lower than PLN 150) by transferring the funds from your personal account.
The “Emerytura z Lwem” Systematic Investment Plan can be opened for a child, too. The family and the closest ones can also give the child an additional payment transferring it directly from their account.
Any individual or a married couple can join the Plan.

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

Important Documents

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