Other Pension Funds
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Other Products and Pension Funds
Real Vida Seguros acts as the Fund Management Entity for the Open Pension Funds of Optimize Investment Partners, marketed through the Fundo Real Reforma Garantida, as well as for the Open Pension Funds of Iberis Semper, Sociedade de Capital de Risco, S.A
Optimize is an independent Portuguese manager, founded in 2008 and supervised by the CMVM and the Banco de Portugal. Iberis Capital, founded in 2017 and likewise supervised by the CMVM, is a leading manager in the areas of private equity and venture capital in Portugal.
Optimize Range
An Open Pension Fund available for individual or occupational membership, established for an indefinite duration. A product with higher equity exposure.
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Conditions and Fiscal Regime
Tax Regime
In accordance with the Rules of the Pension Scheme.
Access Conditions
In accordance with the Rules of the Pension Scheme specified in the individual or occupational joining agreement.
Iberis Range
An Open Pension Fund available for individual or occupational membership. This Fund is marketed alongside another pension fund with a different investment profile, the Iberis Income Pension Fund.
The Iberis Equity Pension Fund has a moderate to high risk profile, suited to investors who understand and accept equity market volatility and have a long-term investment horizon.
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Conditions and Fiscal Regime
Tax Regime
In accordance with the Rules of the Pension Scheme.
Access Conditions
In accordance with the Rules of the Pension Scheme specified in the individual or occupational joining agreement.
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This does not replace the reading of the pre-contractual and contractual information required by law.