Dreams come true step by step. Start with us.

Request a Systematic Investment Plan quickly and easily via UBB Mobile. No enrollment fee for any investment until March 31, 2023.

Investing is now easier with UBB Mobile

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Systematic investment plan for the first time fully online

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Without visiting a bank’s branch

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All documents are being signed in a fully digital way

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A secure and protected process

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You save precious time

4 easy steps:

01

Confirm fund - UBB ExpertEase Dynamic Balanced Fund in BGN or EUR - read the Key Information Document for Investors.

02

Set Plan Parameters – select an amount, which you will allocate each month, the date on which you will invest, an account from which the funds will be deducted. Give your dream a name – travel, peace of mind upon retirement, education.

03

Read and confirm documents - read the fund-related documents, the projected expenses, the General Terms, the Tariff, the Agreement, etc.

04

Sign with a click, fingerprint, face recognition or a PIN code.

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Should you wish to make a change in the initial parameters or suspend the installments – you can do it via UBB Mobile.*

* IMPORTANT! This information contains marketing material and does not constitute investment consultation, advice, investment research or investment recommendation and should not be treated as such. The information is valid at the date of its issue and may change in the future. The value of the units of the collective investment schemes changes over time and may be higher or lower than the value at the time of the investment. No profits are guaranteed and there is a risk for investors not to refund the full amount invested. Therefore, it is advisable for investors to get acquainted with the specifics of the financial instruments in which they wish to invest and to assess how appropriate they are to meet their investment objectives and risk appetite before making an investment decision. The offered investment product concerns the purchase of units in a fund rather than any instruments, in which the respective fund invests in. Investments in collective investment schemes, offered by UBB, are guaranteed by the Investor Compensation Fund, amounting to 90% of the value of all financial instruments held by the investor in UBB, but not more than BGN 40,000. Please, read the Key Investor Information Document and the Prospectus before investing. Upon request, you can receive a paper copy of these documents, free of charge, at all UBB branches, within their normal working hours with clients. Full and up-to-date information about the funds, offered by UBB, can be found at www.ubb.bg, in the section "Savings and Investments", on the website of KBC Asset Management NV - Branch www.ubbam.bg, as well as in the UBB branches, where you can get a personalized investment advice. A summary of your rights as an investor is available at the following hyperlinks, in Bulgarian: 11074.pdf (ubbam.bg) and in English: 11365.pdf (ubbam.bg).

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Investment plan features

  • You get the opportunity to allocate a certain amount according to your needs and expectations.
  • A long-term investment option – no fixed deadline.
  • You need not be knowledgeable about financial markets – a team of professionals takes care of and manages your investment.
  • Artificial intelligence, assisting portfolio managers, with the aim to realize the opportunity for higher profitability.
  • Redemption of shares is made at a branch of UBB, and you can dispose of your funds within 10 working days.
  • Minimum investment amount 10 BGN or 10 EUR.
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Your security is guaranteed

  • Encrypted data
  • Software token
  • Qualified Electronic Signature (QES)
  • Biometric access control

Any questions?

How much time do I need to start an investment plan via my mobile device?

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It usually needs up to 11 minutes to complete the process.

What do I need in order to start a systematic investment plan via UBB Mobile?

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In order to start the process you need to meet several basic requirements:

  1. To be a Bulgarian citizen aged over 18
  2. To be a holder of a valid ID card
  3. To have a mobile device with either Android or iOS operating system
  4. To have access to Internet via your mobile device
  5. To be an existing client of UBB

What devices may I use to register as a UBB client?

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UBB’s mobile app functions on devices with a mobile operating system Android 5.0 (or higher) or iOS 12 (or higher).

How much would it cost me to use the UBB Mobile app?

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Use of the UBB Mobile app is utterly free of charge.

What are the process-related steps?

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  1. Confirm fund - UBB ExpertEase Dynamic Balanced Fund in BGN or EUR - read the Key Information Document for Investors.
  2. Set Plan Parameters – select an amount, which you will allocate each month, the date on which you will invest, an account from which the funds will be deducted. Give your dream a name – travel, peace of mind upon retirement, education
  3. Read and confirm documents - take a look at the projected expenses, the fund-related documents, the General Terms, the Tariff and the Agreement
  4. Sign with a click, fingerprint, face recognition or a PIN code.
  5. That’s it!

Whom should I refer to upon problems in the process?

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You can obtain immediate assistance by calling us at *7171 or 0700 117 17 or by visiting a UBB branch of your convenience. You can see all branches here.

HighestCredit ratingin Bulgaria*
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Part of the
Belgian KBC Group

Being client-centric we at UBB fulfill the full potential of our membership in a big bank-insurance group as KBC Group, and through our diverse porfolio of products, services and digtal plarforms we respond to each need of every client.

Learn more

* Fitch Ratings raised the rating of UBB to A-, which is the highest bank rating in Bulgaria

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