Vital Invest – Exclusive Investment Strategy

Investment life insurance with a single investment and attractive returns.

Security and
high-yield investment

INVEST FROM
CZK 1 mil.

Specify a beneficiary to receive money  

Access to premium fund Amundi Global Perspectives

Optional accident insurance with coverage of up to CZK 1 million

PURCHASE LIFE INSURANCE, IF YOU WISH TO:

  • Protect you and your loved ones in case of death or injury

  • Invest your money under above-standard terms

  • Get individual approach and make your own investments allocation decisions

  • Invest your money for at least 5 years

HOW TO GET THIS PRODUCT?

By phone

Leave it all up to us. Leave your contact information – we will call you back.

At a branch

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USEFUL INFORMATION

  • Investment life insurance for the period of no less than 5 years
  • Minimum investment amount of CZK 1,000,000
  • Invest money and generate returns with access to the premium fund Amundi Global Perspectives and the Exclusive investment strategy
  • The Exclusive investment strategy combines funds with varying risk profiles and investment strategies – you will decide about the actual allocation of your investment
  • You can specify a beneficiary, who will receive money without inheritance procedure
  • Make extraordinary insurance premium payments of no less than CZK 100,000 at any time and without sanctions
  • Make withdrawals of at least CZK 5,000 at any time after the first two months  
  • Select one of 4 available insurance covers for the event of death
  • Optional comprehensive accident insurance with coverage of up to CZK 1 million
  • Payments are exempt from inheritance tax and income tax
  • Investment risk profile changes based on the share of open-end mutual fund within the selected strategy
  • Returns are not guaranteed and depend on the development of price of shares in the Amundi Global Perspective premium fund and other funds included in the strategy
  • For more information, visit the website of Komerční pojišťovna.

 

This site containing investment products and insurance-based investment products is not intended for citizens or residents of the United States of America (USA) or for any “U.S. Person”, as defined in SEC Regulation S under the U.S. Securities Act of 1933. The investment products and insurance-based investment products described on this website are not registered under the U.S. federal securities laws or any other relevant U.S. state laws. Consequently, no investment product may be offered or sold directly or indirectly in the USA, to or for the benefit of residents and citizens of the USA and/or U.S. Persons. This restriction also applies to residents and citizens of the USA and U.S. Persons who may access this website while outside of the USA. 

Dokumenty ke stažení:

Pojistné podmínky Vital Invest (PDF, 452 kB)