AEGON Investment Plan
For those Clients who seek favorable ways to multiply their savings DZ Bank Polska, together with AEGON, has prepared three investment plans. Investments may be made in three currencies: PLN, EUR and USD.
PIN AEGON Lokata is a long-term investment plan in which Clients may choose to invest in over 20 top funds operating in the Polish market or in the Active Allocation Portfolio (a ready-made portfolio of funds managed by Union Investment TFI), or in AEGON Guaranteed Fund. Having a choice of funds with a varied profit potential and investment risks Clients may, at any time, change their investment strategies by transferring or reallocating deposits, including via the Internet.
PIN AEGON EURO and PIN AEGON DOLAR are investment plans constructed similarly to PIN AEGON Lokaty, provided that deposits are made in foreign currencies, as a result of which Clients avoid the risk involved in possible exchange rate fluctuations. Under those plans, Clients have access to the largest global funds investing on the financial markets of all the continents.
All the funds offered under AEGON investment plans are managed by renowned Investment Fund Societies. Funds are selected and monitored continuously by the AEGON Investment Committee, as a result of which only the best-performing funds are offered.
The minimum investment amount is PLN 10,000, PLN 5,000 or USD 5,000, respectively.
