Confirm fund - UBB ExpertEase Dynamic Balanced Fund in BGN or EUR - read the Key Information Document for Investors.
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.
Read and confirm documents - read the fund-related documents, the projected expenses, the General Terms, the Tariff, the Agreement, etc.
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).
It usually needs up to 11 minutes to complete the process.
In order to start the process you need to meet several basic requirements:
UBB’s mobile app functions on devices with a mobile operating system Android 5.0 (or higher) or iOS 12 (or higher).
Use of the UBB Mobile app is utterly free of charge.
Yes, if you have requested your investment plan via UBB Mobile, you can also cancel it there.
Presently there is no unit redemption option via UBB Mobile. You may request full or partial redemption of your investment by visiting a convenient for you branch of UBB.
You pay quickly and conveniently your utility bills, you order fund transfers to account, you monitor your available balance and transactions history, take advantage of the special offers for banking products and services we have made for you. This is only a small part of the functionalities, accessible via UBB Mobile. You can read all about UBB Mobile here.
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