PENSION PLAN TRANSFER

IMPORTANT INFORMATION

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  ¹ Pension Plan Transfer: Offer valid from 01/02/2021 to 28/02/2021. The bonus is 3% gross for transfers of pension plans equal to or greater than €30,000 (2% gross for transfers of pension plans if the amount is less than €30,000 and equal to or greater than €1,000) of the net balance of incoming and outgoing transfers requested during the promotion period. It will be paid on 31 March 2021 (except for any transfers which, due to administrative delays at the issuing bank, reach Bankinter after 20 March 2021). If you transfer your pension plan and at the same time you set up a regular monthly contribution of €100 or more for at least 24 months, and the first contribution is made between 01.02.2021 and 28.02.2021, you will receive an extra bonus of 1% of the amount transferred: 4% gross for transfers of pension plans equal to or greater than €30,000 or 3% gross for transfers of pension plans if the amount is equal to or greater than €1,000 but less than €30,000. The maximum bonus will be €5,000 gross. The pension plan must remain with Bankinter for at least six years (until 28.02.2027). The payment of this bonus is considered to be capital gains and the gross amount is therefore subject to personal income tax. Consequently, the amount credited to your account will be the resulting net amount. This offer does not apply to transfers of the following pension plans: Conservative Global Popcoin FP, Moderate Global Popcoin FP and Dynamic Global Popcoin FP. If during the minimum contract period you reduce your existing vested/economic rights at the date of this bonus campaign, whether through the total or partial transfer to another bank, the transfer of the Popcoin pension plans stated above or the redemption of your vested/economic rights, you will be obliged to return the total gross amount of the bonus received.
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  ² 5% - 2% regular contributions promotion: To qualify for the promotion you must hold a Salary, Pension, Business, Non-Salary, Bk Salary, Tú y Yo, Broker or Current account with Bankinter and make a regular contribution from that account of at least €50 per month to an investment fund, pension plan, EPSV or individual systematic savings plan (PIAS), or alternatively allocate €250 per month to the purchase of shares. The promotion applies exclusively to product lines where you do not currently have regular contributions and have not had them in the last 12 months. If you fail to make any of these regular minimum contributions you will not receive the bonus. First year: 5%. Second year: 2%. Monthly settlement on the total accumulated net balance: sum of regular contributions made to investment funds, pension plans, EPSVs, PIAS and shares, minus redemptions from investment funds with declared regular contributions and external transfers of investment funds, pension plans, EPSVs, PIAS and shares with declared regular contributions. The maximum bonus-bearing balance is €1,000. The following is an example for a regular monthly contribution of €100 to an investment fund over the course of 24 months. Total first year bonus: €31.26 gross. Total second year bonus: €20.04 gross.
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  Bankinter, S.A., as a bancassurance operator with registered office at 29 Paseo de la Castellana (28046 Madrid), recorded in Volume 1857, Folio 220, Page 9643 of the Madrid Companies Register, holder of tax identification number A-28157360 and registered with the special administrative registry of the General Directorate of Insurance and Pension Funds at the Ministry of the Economy and Finance (44 Paseo de la Castellana, 28046 Madrid www.dgsfp.mineco.es), under code OV-0028, has entered into insurance agency agreements with the following institutions: Bankinter Seguros de Vida, S.A., Bankinter Seguros Generales y Reaseguros, S.A., Línea Directa Aseguradora, Plus UltraSeguros Generales y Vida, S.A., Liberty Seguros, Compañía de Seguros y Reaseguros, S.A., AXA Seguros Generales, S.A. de Seguros y Reaseguros, Mapfre Familiar Compañía de Seguros y Reaseguros, S.A., Mapfre Empresas, Compañía de Seguros y Reaseguros, S.A, Mapfre Global Risk, Cia Internacional de Seguros y Reaseguros, Helvetia Compañía Suiza, S.A. de Seguros y Reaseguros, HDI Hannover International España, S.A. de Seguros y Reaseguros, Stonebridge International Insurance LTD, Financial Insurance Company Limited Spain, FinancialAssurance Company Limited Spain, SOS Seguros y Reaseguros, S.A., ACE European Group, S.A., Asefa, S.A. Seguros y Reaseguros, Solunión Seguros de Crédito Cia Internacional de Seguros y Reaseguros, S.A., Sanitas S.A de Seguros y Cigna Life Insurance Company of Europe, S.A., Metlife Europe Limited Sucursal en España and DAS (Defensa del automovilista y de siniestros internacional, S.A. de seguros).
  
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  Basic information about data protection. Bankinter Seguros de Vida, S.A de Seguros y Reaseguros will process your data for the following purposes: (i) in compliance with legal obligations; (ii) for the comprehensive and centralised management of your insurance contract; (iii) to ask doctors and healthcare providers to supply the data and medical history required to prepare the contract and protect your interests; (iv) to analyse and develop profiles to ensure the correct execution of the insurance contract; and (v) to contact you with information about products or services that may be of interest to you since they are similar to the ones you already have with us. To be able to inform you about the products and services mentioned above, we will analyse your personal data to create a profile that will allow us, by whatever channel we may use to reach you, to tailor our commercial announcements as closely as possible to your needs, tastes and preferences. Please also refer to the additional information about data information published by Bankinter Seguros de Vida, S.A de Seguros y Reaseguros.
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  Dissolution and Liquidation Announcement: BK Compromiso, Fondo de pensiones As provided for under article 15.3 of Royal Legislative Decree 1/2002, of 29 November, approving the Consolidated Text of the Regulation of Pension Plans and Funds Act and article 62.3 of Royal Decree 304/2004, of 20 February, approving the Pension Plans and Funds Regulation, announces that it is dissolving and liquidating the Pension Fund BK COMPROMISO, F.P. (F-0991), adopted by common agreement by BANKINTER SEGUROS DE VIDA, S.A. DE SEGUROS Y REASEGUROS, in its capacity as Depositary and Promoter of that fund, on 8 June 2018, and by BANKINTER, S.A. in its capacity as Depository on 2 July 2018.
  
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  Bankinter Pension Plans: The key information document for the unit holder is available at www.bankinter.com. The pension plan promoter is Bankinter Seguros de Vida, S.A. de Seguros y Reaseguros. The pension fund manager is Bankinter Seguros de Vida, S.A. de Seguros y Reaseguros. The depositary of the pension funds is Bankinter, S.A.