Savings Scheme

The Savings Scheme of PKO TFI is a modern tool for accumulating capital for any purpose of your choice. Even with a relatively low income, systematic investments of little sums will enable you to save up enough money to fulfil your dreams.

Simple rules

Under our Savings Scheme you may invest in the subfunds of our PKO Umbrella Fund. You may make payments into a subfund of your choice or distribute the invested cash among several subfunds.

Advantages of the Scheme

• Low minimum payments into the Scheme (PLN 100.00 and PLN 50.00 in the children’s scheme),
• Flexible payments and withdrawals: you may make payments once a month or less frequently,
• It is possible to relocate the cash between the subfunds without being charged the capital gain tax,
• A 100-percent handling fee discount is granted already after three years of participation.

Step by step to a real fortune

All you need to do is make regular monthly payments of relatively small sums, to accumulate a considerable amount of capital.

• Product sheet:
  Opis_Programu.pdf (270.9 KB)
  

Terms and Conditions of the Scheme

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