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Unit-linked

An insurance linked to mutual funds.

Unit-linked are insurances linked to funds and they are insurances with variable capital, which means that the insured capital varies according to the market price of the unit held on one or more funds.

On most of the Unit-linked the risk is assumed by the investor. Nevertheless some Unit-linked may have capital guarantees or a minimum annual return guaranteed by the insurance company. Unit-linked are also classified as structured savings instruments (ICAE).

 
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For more information on Unit-linked please contact the Relationship Management service or call us on (+351) 218 505 775 (business days, from 8h to 22h WET).