Three features common to all Premium Plans:
Worldwide investment
Content Worldwide investmentSustainable
Content SustainableAnd always diversified
Content And always diversifiedAnd three investment profiles to choose the one that suits you best.
BK Premium Conservador Ppsi
Being made of mainly European fixed income and equity (maximum 20%), it is a moderate-risk EPSV seeking stable long-term returns.
BK Premium Dinámico Ppsi
An actively managed plan with a portfolio comprising up to 75% international equity and the remainder fixed income.
BK Premium Moderado Ppsi
An actively managed plan with a portfolio comprising up to 50% international equity, with the rest being fixed income and money market assets.
EPSV Expert Service: a telephone service with experts on hand to answer all your questions.
Everything you get with our plans:
- A multidisciplinary team with expert knowledge of the markets.
- Active, flexible and dynamic management capable of detecting all opportunities, whatever the level of risk exposure.
- And, of course, the tax advantages offered by these plans.
Investment policy for BK Premium plans: everything you need to know.
BK Premium Conservador Ppsi
The BK PREMIUM CONSERVADOR INDIVIDUAL SOCIAL PROVISION PLAN is defined as a MIXED FIXED INCOME plan. It invests at least 15% of its assets, and up to a maximum of 25%, in global equity. This exposure may occasionally reach
30%. The rest of the portfolio is invested in global fixed income assets, treasury, deposits or derivatives.
The investment in these assets may be carried out directly through the investment of the portfolio in the assets, or through the investment in derivative financial instruments whose underlying instrument is any of the assets mentioned in the previous paragraph.
See complete investment policy of BK Premium Conservador Ppsi
BK Premium Dinámico Ppsi
The BK PREMIUM DINÁMICO INDIVIDUAL SOCIAL PROVISION PLAN is defined as a MIXED EQUITY plan. It invests at least 50% of its assets, and up to a maximum of 75%, in global equity. The rest of the portfolio is invested in global fixed income assets, treasury, deposits or derivatives.
The investment in these assets may be carried out directly through the investment of the portfolio in the assets, or through the investment in derivative financial instruments whose underlying instrument is any of the assets mentioned in the previous paragraph.
BK Premium Moderado Ppsi
The BK PREMIUM MODERADO INDIVIDUAL SOCIAL PROVISION PLAN is defined as a MIXED EQUITY plan. It invests at least 25% of its assets, and up to a maximum of 50%, in global equity. This exposure may occasionally reach 60%. The rest of the portfolio is invested in global fixed income assets, treasury, deposits or derivatives.
The investment in these assets may be carried out directly through the investment of the portfolio in the assets, or through the investment in derivative financial instruments whose underlying instrument is any of the assets mentioned in the previous paragraph.
Important information
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Retirement Plans: Bankinter EPSV Individual Retirement Plan: Promoter Partner: Bankinter, S.A.: Manager: Bankinter Seguros de Vida, S.A. de Seguros y Reaseguros.