- Frontpage
- Private
- Price list for privates
- Price list: 3rd pension pillar
Price list: 3rd pension pillar
3rd pension pillar agreement fees from assets of the pension plan per annum 1
| Services | Fees |
|---|---|
| Entering into the Agreement | Free of charge |
| Changing a pension plan | Free of charge |
| Change in the amount or period of contributions | Free of charge |
| Receipt of savings | Free of charge |
For customers, who make individual payments to the 3rd pension pillar
| Pension plans | Client group |
To the Asset Holder
AS “SEB banka” carries out transactions and accounting of contributions to the client's pension plan account, ensures that the Asset manager complies with investment strategies and performs safe investments.
|
To the Asset Manager
IPAS “SEB Investment Management” provides investments of contributions according to the pension plan to increase savings in the long term.
|
To the Pension Fund
AS "SEB atklātais pensiju fonds" provides accounting of the deposited funds to the pension plan participant’s individual savings account. Provides customers with regular information on savings and customer service. Executes operations with savings at the customer's request. Provides information to state supervisory authorities.
|
Total (per annum) |
|---|---|---|---|---|---|
|
SEB-Balanced SEB-Active |
SEB Standard customer | 0.08% | 0.4% | 0.85% | 1.33% |
| SEB Silver level customer | 0.08% | 0.4% | 0.7% | 1.18% | |
| SEB Gold level customer | 0.08% | 0.4% | 0.12% | 0.60% | |
| Customer of the European Commission | |||||
| Customer with 3rd pension pillar savings of 100 000 EUR or more | 0.08% | 0.35% | 0.12% | 0.55% | |
| Solidarity tax payer | |||||
| SEB Private Banking customer | |||||
|
SEB-Index plan |
SEB Standard customer | 0.05% | 0.25% | 0.85% | 1.15% |
| SEB Silver level customer | 0.05% | 0.25% | 0.7% | 1% | |
| SEB Gold level customer | 0.05% | 0.25% | 0.12% | 0.42% | |
| Customer of the European Commission | |||||
| Customer with 3rd pension pillar savings of 100 000 EUR or more | |||||
| Solidarity tax payer | |||||
| SEB Private Banking customer | |||||
| For customers, whose contributions to the 3rd pension pillar are made by the employer | |||||
1 If the customer complies with several groups, the lowest contract fee is applied. If the client makes both individual contributions and the contributions for the benefit of the client are made by the employer, one contract fee is applied – the lowest.
2 After the employment relationship has ended collective agreement participants, whose employer made contributions in the 3rd pension pillar on behalf of the employee, will receive the Customer benefits programme’s Gold level customer commission fee.