Invest
Invest Benefit + Insurance

The solution to manage your personal assets!

INVEST BENEFIT + INSURANCE includes a wide range of banking and extra-banking products and services.

FLEXIBILITY

to adapt the financial strategy

FREEDOM

to create your own investment program

PROTECTION

of capital, in case of death

TAX REGIME

no income taxes and social security contributions are paid

DIVERSIFICATION

funds in both euros and lei

How it works?

Invest Benefit + insurance is a life insurance in EUR and RON currency, providing protection to cover risk of capital in case of death and at the same time allowing you to diversify your assets.

By Insuring Invest Benefit + you can:
- choose from a diversified list of mutual funds, in order to benefit of the Romanian and International Financial Markets performance;
- Modify your investment strategy by changing the allocation of funds according to your needs, risk appetite and chosen currency; you can pay additional premiums at any time and access your savings totally or partially through surrenders;
- Assign the beneficiaries of your choice, in case of an unfortunate event, your investment being protected;

Find out more HERE