SEB Index plan
Basic information intended for participants (PDF, LAT)
Reports of 2nd pension pillar investment plans (LAT)
Sustainability-related information disclosure
This financial product does not promote environmental or social characteristics, as it does not have a sustainable investment objective
Low management fees – 0.30% per year
Performance fee is not withheld
Highest investment result in the last five years. Source: manapensija.lv. Period: 17.06.2019. – 17.06.2024. Historical investment result do not guarantee equivalent result in the future.
Suitable for you, if you have more than 15 years until retirement and you are ready to take a high risk
Investment strategy
A global investment plan, which assets are tied to stock indices. Investments in stock market indices, that can reach the maximum proportion specified in the regulations of the Republic of Latvia.
Savings goal
To raise the pension capital in the long term.
Investment plan results and prospectus
Asset manager - IP AS SEB Investment Management, address: Antonijas iela 9-12, Riga, LV-1010, AS SEB banka is the holder of the assets.
Commissions
| Fixed management fee | 0.30% |
| Performance fee is not withheld |
Other 2nd pension pillar investment plans, that are suitable for your age
SEB dynamic plan
- If more than 15 years left until retirement
- Investment in shares up to 100% of the total savings
- If you expect higher profitability and are ready to assume a higher risk
You may find out the amount of your 2nd pension pillar savings at any SSIA branch office or in the portal www.latvija.lv (selecting the report "Account statement of participant of 2nd pension pillar" or "SSIA information and services").
When you reach the state retirement age or retire early, you have to choose how to receive the accumulated 2nd pension pillar capital.
- To add the accrued 2nd pension pillar capital to your 1st pension plan and receive it together with the state retirement pension.
- Choose Lifetime pension insurance from one of the insurance service providers. By choosing Lifetime pension insurance, you will be able to adjust the amount of accumulated capital payments and receive money in your account. Lifetime pension insurance allows you to leave the accumulated capital as inheritance.
Why choose SEB 2nd pension pillar investment plans?
Responsible and stable savings management
Our goal is to increase accumulated capital in the long term
In our offer, everyone will find the most suitable plan
We have been taking care of our customers’ pension savings for more than 20 years. Each fifth participant of the 2nd pension pillar trusts his/her savings to SEB
More about the 2nd pension pillar
Need advice about pension savings?
Our consultants will find the most suitable solution for you and provide advice in the most convenient way for you – online, by phone or in person.
