More Info

Possible choices

  • Life Value Evolution 2,50% (*)
    Life Value Evolution 2,50% is a life insurance with a guaranteed return of  2,50% for 8 years, plus a potential annual bonus based on transparent profit sharing.

  • Guaranteed Capital+ Fund
    Guaranteed Capital+ Fund is a more dynamic investment with guaranteed capital for 8 years, plus a potential annual bonus based on transparent profit sharing.

Characteristics

  • Always available
    Life Value is a very flexible approach. So if you are suddenly confronted with an unexpected bill or you find the house of your dreams, there's no need to worry. You can withdraw your money any time you want.
  • Sales fees
    Invest in Life Value for at least 3 years and you will pay zero sales fees. Leave earlier and you pay 2% on the reserves you have accrued. ABN AMRO does ask an administration fee for tying up the loose ends of each file. All withdrawals over 250,000 euro must be requested 3 months in advance (no more than 2 withdrawals a year) or additional fees will be applicable.
  • No tax
    To realise the best ROI we advise you to invest your capital for more than 8 years. If you do, you'll be exempt from 15% tax. That's another small windfall you can spend as you wish.
  • Increased security
    Life Value also offers you additional coverage to insure accidental death. Your heirs will receive the amount of your initial investment, plus your accrued value.
  • No tax when your life insurance coverage is 130%
    For many investors the addition of life insurance coverage as part of Life Value can make things a lot more interesting.
    - You are exempt from tax on investment earnings when you withdraw (part of) your capital.
    - If you should die within that term your heirs will receive at least 130% of your initial investment.
    If you opt for this alternative, your capital at the moment of your death is always the accrued value. That means that your capital is always available to your heirs.
  • Easy to open
    Interested? Call 0800 99339 or schedule a meeting with an advisor at one of our branches.
  • Easy to manage
    You receive an annual statement from ABN AMRO showing the current accrued value. But of course our service doesn't end there. You can watch your investment mature 24/7 on this website.

(*) Tariff applicable as of 23/08/2010