cu40j.jpg (1181 bytes)  Unit Plan

 
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The Best Investment for your Retirement

 

Unit Plan, a new concept in savings

 
Assure yourself of the most economical Retirement with the maximum advantages.
 
With UNIT PLAN you have:
An account with guaranteed high remuneration.
The high profitibility of the most solid International Investment Funds.
A life insurance policy.
The best tax advantages.
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Paying the same as in any other retirement insurance,
you receive more for your money.

 
unit-3.jpg (30409 bytes)   With the arrival of the Euro we benefit from an economic environment with low inflation rates and types of interest. In order for you to obtain the maximum profitibility from your savings, we offer you Unit Plan: the current and future solution that combines the security of a guaranteed account with the high profitibility of the International Investment Funds.
 

Unit Plan Components

Traditional Saving and Internal Fund

 
Traditional Saving (C.U. Account)
unit3.jpg (11699 bytes)   It guarantees you at all times the security of your investment.

Your contributions accumulate and capitalize on a type of guaranteed interest, always in line with the interests of the market and never below 3% during 1999.

During the rest of the contract we assure that the type guaranteed never will be below:

  • 3%
  • Legal Type Main directorate of Insurances
 
Internal Fund (C.U. Fund)

It will allow you to obtain high profitibility upon investing in an internal fund of the Company diversified in the principal financial markets of the world.

The portfolio that composes the C.U. Fund is permanently updated with the aim of taking advantage of the best opportunities that each market offers.

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This is possible thanks to the presence of Commercial Union in the principal financial markets: London, Paris, Toronto, Amsterdam, Tokyo, Boston, Singapore and Melbourne.
 
Unit Plan combines the high profitibility of the Investment Funds with the security of a Retirement Plan.
 
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Everything is an advantage with Unit Plan

 
unit5.jpg (16481 bytes)   Profitibility

Unit Plan takes advantage of the high profitibility of the international investment funds in order to build up your capital. The annualized profitibility of the Unit Plan Fund since its beginning on 12th July 1995 until 31st December 1998 has been 20.19%

 
Favorable Tax Benefits

Until 70% of tax exemption of the yield obtained for durations over 8 years in the case of unique premiums and over 12 years for regular payments.

Continual Information

Every quarter you will receive detailed information about the composition and profitibility of the fund and every semester we will notify you about the type of interest applied with respect to the guaranteed account.

Liquidity

Beginning when the first year has expired.

100% flexible

At the time of taking out the policy you decide what percentage of the premium you wish to be destined for guaranteed savings and how much for the internal fund. This percentage can be varied as can the contributions and the capital in case of death. The payment of premiums can also be suspended if necessary.

 
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E-mail: euroteideseguros@euroteide-seguros.com
  dptocomercial@euroteide-seguros.com
© Euroteide Seguros S.L. 1998