Opportunity Trend Dublin Branch
Expertise and experience
The Intesa Sanpaolo Assicurazioni Group brings together and offers the highest level of expertise and experience on the market: we are the leader in Italy in bancassurance and solutions that offer additional income in retirement. We offer investment-insurance products and products intended for retirement savings, which create long-term value for our clients, thanks to our recognizable stability and reliability and a constant focus on service quality throughout all phases of the product life cycle.
Product offering
Our insurance and retirement product offering covers three core segments:
- investment
- protection
- pension savings.
In the area of investment and protection we offer products that are designed to meet clients' insurance needs and increase the value of their assets.
Investment life insurance Opportunity Trend Dublin Branch
Who is it intended for?
- Individuals and legal entities with a residence/headquarters in Croatia.
- Individuals between 18 and under 76 years of age.
- Persons who want to invest for the long term.
- Persons interested in preserving capital while accepting the risk that the investment may suffer limited losses before the fund matures.
Advantages
- No entry fee.
- Simple contract conclusion for policyholders (no health examination or questionnaire).
- Low minimum single premium: 1,000 euros.
- Flexibility in purchasing: option to contract multiple policies to diversify assets according to different macro trends.
- High upper age limit for contracting: 75 years
- Voluntary transfer to a newly established internal fund - exposure to new macro trends.
- Redemption possible after one year.
Investing in an internal fund
Internal fund "Trend Aerospace and Defence"
The funds are invested in an internal fund managed by the Company, which aims to increase the value of the unit with the aim of protecting at least 100% of the highest achieved unit value during the period from 4.10.2025 to 28.1.2026. on the maturity date.
1. BOND COMPONENT THROUGH WHICH PROTECTION IS INTENDED TO BE ACHIEVED
- Managed through a "buy and watch" strategy, consisting of 95% diversified IG bonds (BTP and Investment Grade) selected by Eurizon Capital and 5% CLC (Credit Linked Certificate) with a maturity aligned with the fund.
2. EQUITY COMPONENT
- Call options over different time periods: 33% at the end of the subscription period, and the remaining part in two additional tranches within the first three years of the fund's existence.
- Allows participation in the performance of the EURO iSTOXX® 50 Aerospace & Defense Tilted NR Decrement 5% (synthetic dividend 5) index.
Premium
Minimum and maximum premium:
- Min: € 1,000
- Max: € 1,000,000
