
Open – Occupational Membership
An Open Pension Fund is established by the Management Entity and represented by participation units. Under occupational membership, it allows multiple corporate entities without any common link to join together and fund the ideal pension scheme for each specific group. For Defined Benefit (DB) solutions, we highlight the Fundo Real Previdência Empresas, FP.
An Open Pension Fund available for occupational membership. Established on 31 October 1999, and managed by Real Vida Pensões.
This Pension Fund is specifically aimed at investors with a moderate risk tolerance profile or a medium-term investment horizon. It has no minimum subscription.
An Open Pension Fund available for occupational membership
31 October 1999
Real Vida Seguros
Real Vida Seguros
Accumulation
Moderate risk tolerance or medium-term investment horizon
None
Maximum of 2% on contributions to the Fund
0.25% of the redemption amount, capped at a maximum of €25 per transaction
0.25% of the transfer amount, capped at a maximum of €25 per transaction
a) a fixed annual fee, charged monthly, with a maximum value of 2% on the average net asset value of the Fund;
b) an annual performance fee, charged at the end of each financial year, with a maximum value of 20% on the excess of the Fund's annual return above a benchmark index stipulated in the respective Occupational Membership agreement.
0.05% of the Fund's net asset value, calculated daily and charged monthly

In accordance with the Rules of the Pension Scheme specified in the occupational joining agreement

In accordance with the Rules of the Pension Scheme.

This does not replace the reading of the pre-contractual and contractual information legally required.