A lump sum or regular contributions?
We can consider investing an available lump sum or building capital gradually through regular contributions, depending on the plan’s options and the business’s capacity.
How we plan around your needs
We define the amount and purpose.
We clarify the objective and when you will need the money, keeping funds for the business’s immediate commitments separate.
We consider an appropriate plan.
We check the legal entity’s eligibility, available investment options, charges and surrender terms. Accounting treatment is reviewed with your accountant.
We review progress.
I assess the progress of the selected portfolios, and we discuss allocation adjustments when justified by your objectives and market conditions, within the plan’s available options.
Before you choose
- Eligibility of the legal form and required documents.
- Amount, duration and access needs.
- Investment risk, charges and available options.
- Surrender terms and accounting treatment.
Your first questions
Is the plan taken out in the company’s name?
We assess the legal entity’s participation in the specific insurance-based investment plan, checking its eligibility requirements and documentation.
Is the return guaranteed?
Investing involves a risk of capital loss, and returns are not guaranteed. The plan’s charges and terms are taken into account.
Prepared by: Iakovos Perchanidis · Updated
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