Capital Accumulation Plan
Create your Capital Accumulation Plan
Simplicity
Flexibility
Regular investment
Achieving big goals with small steps
Investing small amounts over a longer period makes it easier to meet long-term financial goals such as buying real estate, supplemental retirement, saving for the needs of children in the future or for unforeseen life situations.
In a simple and efficient way, the Capital Accumulation Plan enables payment via standing order to the selected investment fund managed by Eurizon Asset Management Croatia d.o.o. and Eurizon Capital SGR S.p.A. - Luxembourg Branch with periodic payments that you have chosen yourself in advance.
It's easier to achieve your goals
Investment doesn`t require significant financial resources. Create your investment plan and achieve your long-term investment goals more easily:
- investing in selected time intervals thanks to the possibility of contracting a standing order for the purchase of shares in the investment funds managed by Eurizon Asset Management Croatia d.o.o. and Eurizon Capital SGR S.p.A. - Luxembourg Branch.*
- constant accumulation of capital in a systematic way, while allowing focus on long-term goals and investment in accordance with financial capabilities.
*Investment in investment funds managed by Eurizon Asset Management Croatia d.o.o. and Eurizon Capital SGR S.p.A. - Luxembourg Branch is available through a standing order to all clients who have a contracted Investment counseling service.
Characteristics
- contracting a standing order from 25 EUR / 25 USD in daily, weekly, monthly, bimonthly, quarterly, half-yearly or annual intervals and for an indefinite or fixed time.
- the possibility of managing the contracted standing orders - changing the amount of the standing order or the payment interval and the possibility of canceling the standing order at any time without fee.
- simple monitoring of investments, progress and status of completed transactions.
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Create your CApital Accumulation Plan!
- users of PBZ Digital Banking service within the menu Investment, by selecting the sub-menu Capital Accumulation Plan, can create an investment plan by contracting a standing order at weekly, monthly, quarterly and annual intervals to purchase shares in the desired investment fund managed by Eurizon Asset Management Croatia d.o.o. and Eurizon Capital SGR S.p.A. - Luxembourg Branch.
- contract the Investment consulting service at the nearest PBZ branch.
