Other Pension Funds

The Open Pension Funds managed by Optimize and administered by Real Vida Seguros are retirement savings solutions accessible to individual participants or corporate entities. The asset base is divided into participation units and follows an investment policy defined in the fund rules.

Real Vida Seguros acts as the Managing Entity of the funds, ensuring day-to-day administration, compliance with legal requirements and communication with participants. It is responsible for implementing the defined investment policy, ensuring transparency and providing regular information about the fund.

Open-ended Pension Funds allow for individual membership, open to natural persons, or occupational membership, directed at companies and other entities, according to the fund regulations. Acceptance depends on the Management Entity and does not require an employment link between participants in the occupational membership modality.

These funds offer enrolment flexibility, professional management, regulatory supervision, and access to diversified investment policies. They represent an effective option for building long-term savings, benefiting from the joint expertise of Real Vida Seguros and Optimize Investment Partners.