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. The agreement fee is reduced by 25% if the client uses at least one other pension savings product offered by the SEB Group, the asset manager whereof is SEB Investment Management: Life insurance with a saving of funds for at least 10 years or Lifetime pension insurance.	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	0.08%	0.4%	0.12%	0.60%
	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
SEB-Balanced SEB-Active	On the basis of the Individual participation agreement	0.08%	0.4%	0.85%	1.33%
	On the basis of the Collective participation agreement ²	0.08%	0.4%	0.12%	0.60%
	If the contributor is a large corporate client of SEB ²	0.08%	0.35%	0.12%	0.55%
	If the contributor is a legal entity with a total amount of contributions to the pension fund of 100 000 EUR and more ²	0.08%	0.35%	0.12%	0.55%
SEB-Index plan	On the basis of the Individual participation agreement	0.05%	0.25%	0.85%	1.15%
	On the basis of the Collective participation agreement ²	0.05%	0.25%	0.12%	0.42%
	If the contributor is a large corporate client of SEB ²
	If the contributor is a legal entity with a total amount of contributions to the pension fund of 100 000 EUR and more ²

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.

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Price list: 3rd pension pillar

3rd pension pillar agreement fees from assets of the pension plan per annum 1

For customers, who make individual payments to the 3rd pension pillar

Contacts

3rd pension pillar agreement fees from assets of the pension plan per annum ¹