Insurance Program Ultra Plan

Piraeus Financial Holdings propose “Ultra Plan” an insurance product by NN Hellas linked with investments in UCITS, that offers potential profit and insurance cover. Ultra Plan is a Unit Linked product that addresses to customers who wish to raise a certain amount of money through regular payments in order to meet their future needs.
JOIN THE PLAN
  • No initial capital required
  • You can choose the size of premium payments
  • Ability for top up payments
PREMIUMS
From:
50€
per month
YIELD
All maturity you will recieve the Value of your personal account
PAYOUT METHOD
  • Lump-sum capital
  • In installments
OTHER FEATURES
  • Investment of regular payments to domestic and foreign UCITS of Piraeus Bank AEDAK
  • Investment of top up payments to domestic and foreign UCITS of Piraeus Bank AEDAK, as well as to foreign UCITS of Amundi and Goldman Sachs
  • Ability to reallocate your portfolio
JOIN THE PLAN
  • No initial capital required
  • You can choose the size of premium payments
  • Ability for top up payments
PREMIUMS
From:
50€
per month
YIELD
All maturity you will recieve the Value of your personal account
PAYOUT METHOD
  • Lump-sum capital
  • In installments
OTHER FEATURES
  • Investment of regular payments to domestic and foreign UCITS of Piraeus Bank AEDAK
  • Investment of top up payments to domestic and foreign UCITS of Piraeus Bank AEDAK, as well as to foreign UCITS of Amundi and Goldman Sachs
  • Ability to reallocate your portfolio

How you benefit

Ultra Plan offers a unique combination of benefits:

  • Return potential
  • Ability to increase or decrease the regular premium according to your needs
  • Flexibility in the premium payments
  • Flexibility to increase your capital through top up payments
  • Ability to partial or total liquidate at any time, based on the current value of your personal account and always according to the program surrender rules
  • You have daily online updates in my NN (my.nnhellas.gr)
  • Ability to reallocate your portfolio for regular and/or top up premiums (the first portfolio reallocation for each year is provided at no cost).

Coverages

  • In case of loss of life, the value of the Investment Account is paid together with the Sum Assured
  • Covering loss of life or permanent total disability in case of an accident

For regular payments, Ultra Plan offers:

  • Choice between seven default allocations to Domestic and foreign UCITS
  • Ability to reallocate your portfolio, during the policy


For Top Up payments, Ultra Plan offers:

  • Choice between available domestic and foreign UCITS
  • Ability for top up payments either at the inception of the insurance program or at any time during the life of the program

Duration

The minimum duration of the program is 15 years. If the annual premium is less than €1.000, then the minimum duration of the program is 20 years.

The maximum duration of the program depends on your age, which cannot exceed 85 years at the maturity of the program.

Premium Payment

You define from the beginning the amount you want to pay (basic coverage premium), with minimum € 50 per month. Every year, the premium is adjusted by 3% or 5%, according on your choice.

The frequency of the premiums’ payment is monthly, quarterly, semiannually or annually.

The payment of the premium can be completed by:

  • Debiting your bank account
  • Debiting your credit card

If you wish, at the inception of your insurance program or at any time during its life, you may enhance your Investment Account with top up payments.


Piraeus Financial Holdings SA, as an insurance intermediary, carries out the activity of distribution of insurance products, in the name and on behalf of the insurance companies with which it maintains cooperation.

1UCITS: (Undertakings for the Collective Investment of Transferable Securities) are the undertakings for the collective investment of transferable securities as stated in law 4099/2012.
UCITS’ PAST PERFORMANCE IS NOT INDICATIVE AND /OR DOES NOT GUARANTEE FUTURE RETURNS.
POLICY HOLDER IS RESPONSIBLE FOR THE INVESTMENT RISK AND THUS THE COMPANY DOES NOT GUARANTEE ITS RETURN.
This product is subject to the existing capital controls legislative and regulatory framework.
Top up payments acceptance is at the discretion of NN Hellas.