If the investor is a legal person, attach an original or certified copy of an extract from the Commercial Register not older than 3 months to the draft version of the agreement. If the legal person acts through a representative, a certified power of attorney of this representative should also be attached.

Minor shareholder for the purpose of this agreement should be represented by a legal guardian. The legal guardian should attach a certified copy of the birth certificate of the minor shareholder to the agreement, or otherwise prove to be his legal guardian.

Step 3: Invest – Subscribe Shares

Investment with already concluded agreement is easy:

• Without additional paperwork, it is possible to invest simply by sending the money to the bank account of a selected fund or investment program.
• As a variable symbol, use the alternate identifier assigned by the Company for foreign nationals or the Company ID.
• The minimum amount of the initial investment is 100 euros, each subsequent investment is from 10 euros.
• Investing in Invest Generali PPF Funds follows the principle of free investment, which means that in the event of any further investment is not necessary to sign any amendments to the agreement.

Bank account numbers of individual funds in EUR

Step 4: Crediting Shares to Your Account

Once the money is credited to the bank account of a selected fund or investment program, the shares will be credited to your asset account in the number of shares, which corresponds to the current exchange rate as of the day following the date of crediting the amount to the bank account and the amount of your investment.

You can be informed on the state of your asset account through a written statement, e-mail, text message or through a query to the customer line.

Step 5: Complete other Transactions

Redemption – Subscription of Shares

Under the law you are authorized to ask ČP INVEST to redeem your Shares, and the Company is obliged to redeem these Shares within 15 working days of receipt of the Application for Redemption to the Company. In exceptional cases, the Company is legally allowed to suspend the redemption of the Shares for the maximum period of 3 months.

Conversion between Funds or Programs

We enable our clients to switch some or all Shares in of one product for other Shares within the products in the same currency and the same company at reduced fees. This means that if you own for example Shares in Generali PPF New Economies Fund, you can switch them for example for Shares in Generali PPF Corporate Bonds Fund or Generali PPF Balanced Investment Program.

Transfer of Shares between Shareholders

Based on this Application you can transfer some or all your Shares to another person who has an Agreement with our Company. However, this Application cannot be submitted over the phone, it is required in a written form.

Regular Redemption / Switch of Shares

Based on this Application you can set up regular redemption / switch from the Funds of our Company, in monthly, quarterly, semi-annual or annual periods.

Application for Change of Services

Based on this Application you can change the settings for sending the statements of the Balance of your Asset Account. Through this Application, you can also report changes in residence, mailing address or personal details that are required for proper record-keeping.

How to Proceed

• As with the Agreement: by mail.
• These operations can also be solved online or by phone (cannot be used for a transfer of Shares between Shareholders or for a change of permanent residence). You can handle the whole operation very easily using the Info line +420 844 111 121. Customer Service staff will verify your right to maintain the relevant Asset Account by using passwords that you received when signing the Agreement, and will assume your instructions. Entered telephone instructions are recorded and stored.
• Legal entities must attach an original or authenticated copy of an extract from the Commercial Register not older than 3 months to all forms. If a legal entity is represented by a proxy, it is necessary to attach also an authenticated power of attorney of such a proxy. The legal guardian of a minor shareholder is obliged to submit an approval of the guardianship court with the mentioned operation (excluding switches between Funds or Programs, and redemption of Shares up to EUR 2,000 per one calendar year).