Private Banking Saving Plans and Saving Insurances
Ensure some extra income
Do you know which savings plan or insurance you need?
There are several types of savings plans and insurances, each of them designed for different needs:
Systematic savings and retirement plan
Halfway between pension and insurance plans, they allow you to constitute an insured annuity income. Their goal is to pay premiums in order to accumulate capital over time with which you will complement your retirement pension in the future.
Single premium savings plans
MoraBanc Assegurances Single premium savings plans are one of the best choices so you can guarantee saved capital, within a specific period and a single payment.
With MoraBanc’s annuity insurance you will be able to transform your savings into a monthly income for the rest of your life.
MoraBanc offer 4 different types of pension plans with lower to higher risk profiles, which we can combine to offer you a solution adapted to your expectations: plans which include a guaranteed annual return, fixed income plans or multi asset and equity plans.
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Information on the processing of personal data
In compliance with Law 15/2003 of 18 December on protection of personal data, the customer authorizes that the applicant’s personal data entered on this form will be incorporated into files owned and managed by MORA BANC GRUP, SA – MORA BANC, SAU (hereafter referred to as “MoraBanc”) to process the requested service and, if necessary, to comply with the contracts finally entered into, and also to ensure correct operational procedures.
The applicant expressly authorises MoraBanc to send him/her commercial and promotional communications for products and services and information on the Bank itself, social or other activities, in hardcopy by post or by electronic means (among others, short messages (SMS) to mobile phones, e-mail, etc.). This consent can always be withdrawn, without retroactive effect.
The fact of filling out this form implies that the applicant acknowledges that the information and personal data provided are true, accurate and correct; otherwise, MoraBanc declines all responsibility for the lack of truthfulness or correctness of the data.
The applicant authorises the data provided to be communicated or shared with third parties forming part of the MoraBanc business group, entities which are primarily active in the financial, insurance and service sectors. The applicant is considered as having been informed of this transfer of information by means of this clause. The applicant accepts that he/she may be sent information on any product or service marketed by these companies.
The data processing manager is MoraBanc. The applicant is hereby informed that the rights of access, rectification, suppression or opposition may be exercised in the terms established in current legislation.
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