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Invest Benefit + Insurance

Invest Benefit + Insurance is a life insurance in Euro currency, providing protection to cover risk of capital in case of death and at the same time allowing you to diversify your assets.


allows you to adapt your financial strategy


to create your own investment program


to cover capital in case of death

Fiscal advantages

no income taxation and no social contribution

How it works

Through Invest Benefit + Insurance you can:

- Choose among a list of 6 mutual funds dedicated to private banking clients to benefit of the Romanian and International Financial Markets performance
- Modify your investment strategy through fund switching, according to your needs, you can bring additional premiums at any time, access your savings totally or partially through surrenders
- Assign the beneficiaries of your choice, in case of an unfortunate event, your investment being protected

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