Our “JASIEK” Specialist Investment Scheme is a modern product enabling you to save up money now to provide for the needs of your children in the future. The “JASIEK” Scheme is offered by the following funds:
The participants of the Scheme must be at least 18 years of age. It is a perfect opportunity to save up the money you might need in the future to fulfil your children’s aims. In order to join the Scheme, the child’s Statutory Representative must sign a contract with one of the funds offering the product. Only PLN 500.00 is required to open the register, while the minimum amount of the subsequent payments is PLN 100.00
Under the Scheme you may purchase only E-category Participation Units, which leads to lower management fees per annum. As a result, the return is higher than in the case of analogical Savings Schemes.
| Fund | Acquisition fee | Redemption fee | |
|---|---|---|---|
| 1st payment into the Scheme | PKO Stable Growth | 2% of order value | None |
|
PKO Equity PKO Equity New Europe PKO Balanced |
4% of order value | None | |
| Subsequent payments | PKO Stable Growth | 1.625% of order value | None |
|
PKO Equity PKO Equity New Europe PKO Balanced |
2.25% of order value | None |
The Participant is entitled to a 100-percent discount on the handling fee for acquiring Participation Units in the period in which the total gross amount of the payments made is at least PLN 5,000 (five thousand zlotys). This does not apply to the first payment, which is subject to a fixed handling fee in accordance with the above table. By the second payment the handling fee is already reduced to 50% against the current Table of Fees, and if the total gross value of payments equals to or exceeds PLN 5,000 no handling fee is charged.
