How to invest
You can choose to invest in our funds in PIC mode - cash plan or capital investment plan - or you can choose to invest methodically and gradually in PAC mode - capital accumulation plan or accumulation plan -.
The PIC mode allows the investor to make the investment in a single solution by paying the minimum amount indicated in the Management Regulation for each Fund or Class of shares, both for initial and subsequent payments. The subscribed share corresponds to the entire capital that the client intends to invest in the chosen Fund net of any commissions or expenses.
The PAC mode allows the investor to dilute the investment in the Fund over time, establishing an amount - starting from a minimum of 50 euros - and a total number of installments - from a minimum of 36 to a maximum of 360 -. You can, at any time, upon written notice to the Management Company, suspend, modify, or interrupt the PAC, without additional costs.
The PIC mode allows the investor to make the investment in a single solution by paying the minimum amount indicated in the Management Regulation for each Fund or Class of shares, both for initial and subsequent payments. The subscribed share corresponds to the entire capital that the client intends to invest in the chosen Fund net of any commissions or expenses.
The PAC mode allows the investor to dilute the investment in the Fund over time, establishing an amount - starting from a minimum of 50 euros - and a total number of installments - from a minimum of 36 to a maximum of 360 -. You can, at any time, upon written notice to the Management Company, suspend, modify, or interrupt the PAC, without additional costs.
To join the Funds, you must sign the relevant subscription form, specifying the chosen subscription method, and pay the corresponding amount.
You can subscribe to the shares of our Funds at the counters of the Placement Subject, Banca Sammarinese di Investimento, or directly at the SG, in the cases provided for by the Fund Management Regulation.
For further details, please refer to the offering documentation available for download on the Legal Documentation page or consult the Management Company or the Placement Subject.
You can subscribe to the shares of our Funds at the counters of the Placement Subject, Banca Sammarinese di Investimento, or directly at the SG, in the cases provided for by the Fund Management Regulation.
For further details, please refer to the offering documentation available for download on the Legal Documentation page or consult the Management Company or the Placement Subject.
How to request a refund
Unless otherwise provided in the Fund Management Regulation, on any working day you can request the redemption of the purchased shares without having to provide any notice.
The redemption request is made by filling out a specific form duly signed, addressed to the Management Company and presented to it through the subjects in charge of placement - or directly in the cases provided for by the Fund Management Regulation -.
For further details, please refer to the offering documentation available for download on the Legal Documentation page or consult the Management Company or the Placement Subject.
The redemption request is made by filling out a specific form duly signed, addressed to the Management Company and presented to it through the subjects in charge of placement - or directly in the cases provided for by the Fund Management Regulation -.
For further details, please refer to the offering documentation available for download on the Legal Documentation page or consult the Management Company or the Placement Subject.
Which funds to choose
It is possible to independently choose the Fund to subscribe to. However, the choice of the product to invest in must first be based on one's financial goals and risk appetite.
Before proceeding with the subscription, please refer to the offering documentation available for download on the Legal Documentation page; however, it is advisable to consult the Management Company and/or the Placement Subject to obtain all the information useful for the correct profiling of the investment based on one's personal situation.
Before proceeding with the subscription, please refer to the offering documentation available for download on the Legal Documentation page; however, it is advisable to consult the Management Company and/or the Placement Subject to obtain all the information useful for the correct profiling of the investment based on one's personal situation.