Assuria Investment (AI) Plan

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If you have some savings that you do not need in the near future, it is advisable to start investing. Keeping your savings in the bank currently is not very profitable, since it does not generate much interest. That is why Assuria has developed the AI Plan (Assuria Investment Plan). The AI-Plan is an investment insurance intended to achieve the highest possible return in the long term.

WHY PARTICIPATE IN THE AI -PLAN?

  • The capital you build up is paid out tax-free on a date agreed in advance
  • Flexible options
  • You can deposit as little as US$ 25 per month
  • This investment insurance is also paid out should you pass away before the agreed date.


HOW DOES THE AI-PLAN WORK?

The AI-PLAN is an investment insurance which aims to achieve the highest possible return on your money. Because the investment value depends on the stock market price, there is no guarantee that the pay-out will be higher than the deposit. Your deposit is invested in the investment fund of the French company Carmignac. They have been one of Europe's leading asset managers for decades and guarantee responsible and stable capital accumulation.

You will receive the accrued capital tax-free on a prearranged end date. In the event of your passing before that date, the AI-Plan will pay out the premiums already paid to your designated next of kin.

You will be informed annually of the value of your investment portfolio. We will also keep you informed about the influence of the developments in the world economy on your portfolio.


GET PROPER ADVICE
Investments are complex, and they are not risk-free. It is therefore important to ensure you are provided with proper advice.

MORE INFORMATION
Please contact  one of our experts.