SAVINGS INVESTMENTS PLAN Maximizer

Maximizer is an investment-connected plan that offers great advantages in relation to direct investment into mutual funds, with regular saving. Moreover, it allows you to combine your investment with supplementary benefits and allowances, such as:

• Life insurance
• Additional life insurance
• Death resulting from accident
• Permanent total disability because of accident or illness
• Permanent total or partial disability due to accident
• Protection of the insured’s future premiums
• Critical illnesses

Maximizer is suitable for those who wish to save and maximize through long-term investments. The plan’s minimum duration is 10 years, with a maximum age limit 80 y.o, so you can invest in your dreams.

Generali provides comprehensive updates on your Investment Account progress through the MyGenerali customer support platform.

A detailed report -in print form- will also be sent to you, on an annual basis.

Finally, your Insurance Advisor is always available for any information you may need.

You can select one of the following Mutual Funds, based on your Investment Profile and your Sustainability Preferences:

Yes, you can change your investment option up to four times every year. The first change per year is free of charge.

The capital accumulated at the expiration of the plan can be received in two ways:

• With a lump sum payment of the value of the investment account, or
• With a fixed-term (5, 10, 15, 20 or 35 years) Guaranteed Fixed Monthly Pension program, provided you have reached age 55 and the amount of the monthly pension exceeds at least €250.

You also have the option -without any additional costs- to withdraw all of your accumulated assets (total acquisition) prior to the expiration of the plan, either at once or through a retirement plan, provided that you have reached the sixth year (73 months) from the start of the Plan.

Yes, you can readjust the amount you are saving depending on your budget, by maintaining the minimum amount of 500€ annually. You can also enhance your regular saving with extra payments that may reach the amount of 50,000€ per year.