Seguro Investidor Global 2ª Série
Invest with 5 investment strategies and diversify according to the risk profiles
Seguro Investidor Global 2ª Série
Invest with 5 investment strategies and diversify according to the risk profiles
Benefits
Why invest in this insurance?
Tax benefits if you keep the investment for a minimum of 5 years
Includes life insurance coverage, for accidental death, applicable up to the age of 80
From the 4th year onward, you can redeem your investment partially or completely without penalties
You can change your investment strategy up to twice a year at no cost
Tax benefits if you keep the investment for a minimum of 5 years
Includes life insurance coverage, for accidental death, applicable up to the age of 80
From the 4th year onward, you can redeem your investment partially or completely without penalties
You can change your investment strategy up to twice a year at no cost
Investment strategies tailored to you
Seguro Investidor Global 2.ª Série (Unit Linked) has 5 investment strategies tailored to different risk profiles, and you can transfer your investment between strategies at any time (Maximum of 2 Body text: times per contract year. Implies sending an additional minute for €5).
This portfolio is built to keep your amount invested and will always invest a minimum of 5% in bank deposits. The Extra Moderate Strategy will invest mostly in bonds and liquidity.
This portfolio is built to keep the amount invested and will always invest a minimum of 5% in bank deposits. Liquidity will be mostly bank deposits or short-term Treasury Bills (less than 6 months).
This portfolio is built to increase your medium/long term investment and is aimed at investors with risk tolerance. This strategy will invest mostly in bonds, with some exposure to stocks.
This portfolio is built to boost the returns in the medium/long term and is aimed at investors with a risk appetite. This strategy will invest mostly in bonds, with some exposure to stocks.
This portfolio is built to boost the returns in the medium/long term and is aimed at investors who seek risk. This strategy will invest mostly in stocks and some exposure to bonds.
Fees, charges and amounts
Now on to the math
These are the subscription costs
Subscription fee
0.0%
Policy costs
€ 5
This is the early redemption fee
1st year
1.0%
2nd and 3rd years
0.5%
From 4th year onwards
0%
And these are the deliveries
Single deliveries
€ 500.00
Regular monthly deliveries
€ 30.00
Regular quarterly deliveries
€ 90.00
Regular deliveries every 6 months
€ 180.00
Regular annual deliveries
€ 360.00
One-off deliveries
€ 30.00
1, 2, 3 and that’s it!
It’s that easy
Login to the website
Login to the website
and choose the insurance.
and choose the insurance.
Calculate
Calculate
by filling out the details.
by filling out the details.
Confirm the subscription
Confirm the subscription
after reading and accepting the contractual documents.
after reading and accepting the contractual documents.
What do you need?
What do you need?
To be over 18 years old
To be over 18 years old
To have a tax address in Portugal
To have a tax address in Portugal
Fill out the Investor Questionnaire to avoid investing in products you don't understand or about which you are not aware of the risks
Fill out the Investor Questionnaire to avoid investing in products you don't understand or about which you are not aware of the risks
1, 2, 3 and that’s it!
It’s that easy
Login to the website
Login to the website
and choose the insurance.
and choose the insurance.
Calculate
Calculate
by filling out the details.
by filling out the details.
Confirm the subscription
Confirm the subscription
after reading and accepting the contractual documents.
after reading and accepting the contractual documents.
What do you need?
What do you need?
To be over 18 years old
To be over 18 years old
To have a tax address in Portugal
To have a tax address in Portugal
Fill out the Investor Questionnaire to avoid investing in products you don't understand or about which you are not aware of the risks
Fill out the Investor Questionnaire to avoid investing in products you don't understand or about which you are not aware of the risks
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For a low-cost diversified risk portfolio
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Legal documents and other information
General documents
General Conditions
DownloadExtra Moderate Strategy
Costs and Charges Information
DownloadModerate Strategy
Costs and Charges Information
DownloadBalanced Strategy (Stocks)
Costs and Charges Information
DownloadDynamic Strategy (Stocks)
Costs and Charges Information
DownloadAggressive Strategy (Stocks)
Costs and Charges Information
DownloadAdvertising
Does not dispense with the consultation of legally required pre-contractual and contractual information.