Insurance Funds

Experience:

We have been providing services for Insurance Capital Funds (UFK) constantly for last 15 years. Within years we have gained extensive experience in operational and accounting services.

Variety of serviced products:

  • Products with one-off contribution, regular contribution, additional contribution;
  • Group and individual;
  • IKE and IKZE;
  • Products allocating contributions in a wide range of investment funds;
  • Structured products;

Sales support at the stage of concluding insurance contract:

  • Advanced systems for the secure data transmission, required for conclusion of new and amendments of existing contracts;
  • Servicing insurance agreements/applications;
  • Qualification of applications for underwriting purposes;

After-Sales servicing of insurance contracts:

  • Issuance of documents confirming the conclusion of contracts;
  • Servicing disposals in accordance with the general terms and conditions of insurance contract;
  • Verification of insurance contributions;
  • Annual correspondence and in conjunction with placed dispositions;
  • Calculating and charging of fees in accordance with the general terms and conditions of the insurance contract;
  • Preparation of data required for settlements with counterparties;
  • Settlement of transactions;
  • Placing subscription and redemption orders to TFI;
  • Management of bank accounts;


Fund Accounting

Contact

Phone: +48 22 541 77 77
Fax: +48 22 541 77 00
office@moventum.com.pl