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You are here: Home Savings Special Purpose Savings Plan (CPO)

Special Purpose Savings Plan (CPO)

Select your goal and accomplish it with ESALIENS!

Define your needs, define your goal and we will help you collect funds for that purpose.

Special Purpose Savings Plan (CPO)

The Special Purpose Savings Plan (CPO) is a type of a modern money box which gives you an opportunity to collect funds for the goals you have defined. The CPO has been designed for you and your loved ones so that you can offer them comfort and a sense of financial security or realization of plans and dreams or simply funds for their future needs. ESALIENS CPO operates as if you put your money aside into a money box - you put more money into it whenever you can. If you need to withdraw your funds, you can use them, as well. See what else ESALIENS Special Purpose Savings Plan has to offer!

Why choose ESALIENS CPO?

Flexible mechanism of operation

Accumulation of funds within the Special Purpose Savings Plan functions similarly to saving in a money box.  When you have free funds, you just pay them in.
On the other hand, when you run short of money, you can withdraw your funds in whole or in part.

Your funds work constantly
You determine the saving period on your own!
Free and comfortable
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What is worth saving for with ESALIENS?

CHILD

Your specific objective:
  • Education of your child
Hypothetical saving period:
  • CPO 5 years
  • CPO 10 years
  • CPO 15 years

MORTGAGE

Your specific objective:
  • Early loan repayment
Hypothetical saving period:
  • CPO 15 years
  • CPO 30 years

FIRST FLAT

Your specific objective:
  • Good start in adult life
Hypothetical saving period:
  • CPO 10 years
  • CPO 15 years
  • CPO 30 years

BETTER QUALITY OF LIFE

Your specific objective:
  • Better car
  • Travels
  • Unexpected expenses

Hypothetical saving period:
  • CPO 5 years

How to start saving?

Learn how to ensure a secure future for your family in 4 simple steps.

1
Specify the investment duration

Select the period during which you want to save: 5, 10, 15 or 30 years.

2
Select an investment fund

Select one of the investment solutions: ESALIENS Small and Medium Cap, ESALIENS Equity, ESALIENS Medicine&New Technology, ESALIENS Stable, ESALIENS Senior OEIF, ESALIENS Universal Bonds, ESALIENS Gold and Precious Metals, ESALIENS Innovation, ESALIENS US Small Cap Opportunity, ESALIENS American Equity, ESALIENS Emerging Markets, ESALIENS Global Fixed-Income Multi Strategy.


3
Declare the amount of payment

Estimate your first payment and target sum you wish to save.

4
Start building your future today!

Pay in whenever you want and in any amount you want, keeping in mind that a minimum additional payment is PLN 100.

Bonus for Customers

The key to success in saving is determination and regularity. Not only can long-term saving within ESALIENS CPO bring you benefits arising from your investments, but it also allows you to get an extra bonus. We value the persistent, so we reward them with a special bonus:


CPO FOR 15 YEARS: for those saving within the CPO for 15 years, we give a chance to obtain additional funds in the amount of one average monthly payment.

CPO FOR 30 YEARS: for those saving within the CPO for 30 years, we give a chance to obtain additional funds in the amount of three average monthly payment.


The bonus is paid once the conditions specified in the Terms and Conditions of the CPO have been met.


Special Purpose Savings Plan

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Did U know...

ESALIENS Equity is one of the longest operating subfunds on the Polish market and it is one of the largest subfunds of Polish equity in the country in terms of AUM.

see also

Kobieta z drobnymi oszczędnościami

POWER OF REGULARITY

See what the power of regular saving is. Learn about effects of regular investments!
Investing on-line Legg Mason

HOW TO MAKE PAYMENTS

Find out the details on how to make payments to the CPO. Check account numbers and particulars of a transfer description. 
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