Regular Saving Plan

Benefits

The Regular Saving Plan is designed for individual participants and consists in regular purchases of Participation Units of at least one Fund from the Millennium range. The Regular Saving Plan permits individual definition of participation rules, including attractive discounts in handling charges.

The Regular Saving Plan means:

• Making money on securities exchange investments in stock, bonds or money market instruments without devoting time to them,
• Large discounts from 30% up to 100% in handling charges, depending on the declared or actual saving term,
• Choice of one or several Subfunds for the Plan,
• Possibility to change three times in a year, free of charge, the share of selected Subfunds in the Plan (allocation),
• Purchasing of Participation Units in several Subfunds with one payment,
• Purchase of additional units by direct transfer of subfunds to an indicated account e.g. through a standing transfer order,
• Monthly reception of full information on balances in individual subfunds in the combined banking statement.

Detailed terms and condition of participation in the Plan are contained in the Regular Saving Plan Bylaws.

Full information is available from specialists answering   TeleMillennium®   0 801 331 331  in each of Millennium branches throughout Poland.

Discounts in handling charges

Participants of Systematic Saving Plans use declines from  manipulative charges. Height of decline depends on declared period of saving and  total  decline flies :

Decline in high of manipulative prices from table of charge 

Period of saving - Decline

2 and 3 year -30%
4 and 5 year -40%
6 and 7 year -60%
8 and 9 year -80%
10 year and more -100%