Investment Plan
Why save with an investment plan?
Why choose an investment plan from EuroFinance?
Variety of funds
Depending on your goals and preferences, time frame and risk tolerance, EuroFinance will provide you with the option to choose an investment plan in one (or more) of the following funds managed by Amundi:
Choice of currency
All funds listed above, with the exception of Amundi Funds Polen Capital Global Growth and CPR Invest Megatrends, are available in both EUR and USD.
Flexible deadlines
You can also choose the term of your investment plan – 5, 7, 10, 15, 20 or 25 years.
Competitive terms
| Gross investment amount | Entry fee* |
|---|---|
| of less than 10,000 EUR (USD) ** | 1.25% |
| above 10,000 EUR (USD) | 1.00% |
*The above fees are valid in case of requesting an Investment Plan from EuroFinance. If you request an Investment Plan from a tied agent of EuroFinance, the entry fees may vary but may not exceed the maximum amounts set out in the respective Fund Prospectuses.
**If the gross amount to be invested is less than € 10,000 or $ 10,000 (depending on the CIS(s) currency) you may choose to pay the entry fee one-off upon signing the contract or on a deferred basis, in which case 50% of the fee is paid upon signing the contract and the remaining 50% is divided into 12 equal installments and deducted from the first 12 monthly installments under the Investment Plan.
Other reasons to save with an investment plan
Check out why the Investment Plan is one of the best products on the market.
You can also view Direct Investments
