Savings Plan - EuroFinance

CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 63.6% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you understand how CFDs work and whether you can afford to take the high risk of losing your money.


CFDs' Risk Warning

CFDs are complex instruments and come with a high risk of losing money rapidly due to leverage. 63.6% of retail investor accounts lose money when trading CFDs with this provider. You should consider whether you understand how CFDs work and whether you can afford to take the high risk of losing your money.

Savings Plan

Why invest in a savings plan?

Save systematically and responsibly
You invest regularly with contributions starting from just EUR 20
It’s easy – you choose your savings plan online

 

Why choose a savings plan from EuroFinance?

Variety of funds

Depending on your goals and preferences, time frame and risk tolerance, EuroFinance will provide you with the option to choose a savings plan in one (or more) of the following funds managed by Amundi:

CPR Invest Megatrends – A (ACC) (EUR)
Amundi Funds Global Multi-Asset – A (C) (EUR) / (USD)
Amundi Funds Polen Capital Global Growth – A2 (C) (EUR)
Amundi Funds Global Ecology ESG – A (C) (EUR) / (USD)
CPR Invest – Global Disruptive Opportunities – A (Acc) (EUR) / (USD)
Amundi Funds Pioneer US Equity Fundamental Growth – A (C) (EUR) / (USD)
Amundi Funds Asia Equity Concentrated – A (C) (EUR) / (USD)

Choice of currency

All funds listed above, with the exception of Amundi Funds Polen Capital Global Growth and CPR Invest Megatrends, are available in both EUR and USD.

Flexible deadlines

You can also choose the term of your savings plan – 5, 7, 10, 15, 20 or 25 years.

Competitive terms

Entry fee* for gross investment amount
of less than BGN 20,000 **above BGN 20,000
1.25%1.00%

*The above fees are valid in case of requesting a Savings Plan from EuroFinance. If you request a Savings Plan from a tied agent of EuroFinance, the entry fees may vary but may not exceed the maximum amounts set out in the respective Fund Prospectuses.

**If the gross amount to be invested is less than BGN 20,000 you may choose to pay the entry fee one-off upon signing the contract or on a deferred basis, in which case 50% of the fee is paid upon signing the contract and the remaining 50% is divided into 12 equal installments and deducted from the first 12 monthly installments under the Savings Plan.

Other reasons to invest in a savings plan

Check out why the Savings Plan is one of the best products on the market.

You can also view Direct Investments

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