Hellenic Life SmartPlan
Always to be a step ahead
Characteristics & Benefits
Single premium payment
High Allocation %
Possibility of early withdrawals
Unit-linked insurance plan, with single premium payment (minimum €5.000)
Option to divide the invested premium in one or more of the investment funds
Ability to change investment fund up to 4 times annually
Investment percentage 100-103% of the single premium depending on the amount of the single premium
Bonus units from the 5th anniversary of the insurance scheme
Possibility of tax exemption up to 7% of the Insured Capital
Possibility of total withdrawal of the value of the fund, with low charges after the first 6 months
Possibility of partial or total withdrawal of the value of the fund, free of charge after the first two (2) years
Hellenic Life SmartPlan
Investment Funds
Hellenic Life, offers three funds from low risk to high risk.
Check them below and choose the one that fits your needs!
10% minimum investment per fund
Basic Fund
This is a low to medium risk fund and seeks to achieve its objective returns through exposure in a diversified spectrum of asset types including deposits/cash, bonds, listed equities, real estate and alternative investments.
Balanced Fund
This fund targets to achieve fixed returns through a low to medium investment risk portfolio. The fund invests in various asset types including deposits/cash, bonds, listed equities, real estate and alternative investments. The aim is to achieve a satisfactory spread of investment risk and fixed returns in the long run. This is a low to medium investment risk fund.
Dynamic Fund
This fund aims to achieve long-term growth. The fund invests in a variety of asset types including deposits/cash, bonds, listed equities, real estate and alternative investments. The effort is to achieve a satisfactory spread of the investment risk and fixed returns in the long term. This is a fund with a high investment risk.
Legal Notes
The information herein is summarised. The basic terms and exemptions of the policy are contained in the Insurance Policy.
For further details or information, kindly contact Hellenic Life or your nearest Hellenic Bank branch.
You have the right to request a paper copy of the Key Information Document, free of charge. To do so, please contact us at 8000 5433.