Investment funds in the Smart Fund Plan Private

Your Smart Fund Plan Private

Here is the list of investment funds offered by BNP Paribas Fortis as part of the Smart Fund Plan Private, along with their respective documentation, including a description of their aims and investment policies, fee structures and main risks.

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Before making any investment decision, investor should carefully read the description of the Smart Fund Plan Private and its standard terms and conditions, as well as the management regulations of each chosen fund.

• Smart Fund Plan Private

• Standard terms and conditions

Legal Information

AG Insurance SA/nv – 53 Boulevard Emile Jacqmain, B-1000 Brussels – RPM/RPR Brussels – VAT BE 0404.494.849 – https://www.aginsurance.be/. Accredited insurance company licenced under code number 0079, under the supervision of the National Bank of Belgium, 14 Boulevard de Berlaimont, B-1000 Brussels.

Intermediary: BNP Paribas Fortis SA/nv – 3 Montagne du Parc, B-1000 Brussels – RPM/RPR Brussels – VAT BE 0403.199.702, registered with the FSMA, 12-14 Rue du Congrès, B-1000 Brussels, under code number 025879 and acting as a contractually appointed insurance agent on behalf of AG Insurance SA/nv. BNP Paribas Fortis SA/nv holds a stake of more than 10% in AG Insurance SA/nv.

The net asset value – in euros – of all AG Life funds is calculated every business day and published in the main Belgian financial newspapers as well as on www.aginsurance.be. The policyholder receives an annual personalised newsletter mentioning, among other things, the number of units held in each fund and their value as of 31 December of the previous year, as well as a summary of transactions carried out during the previous year.
They can also consult the status of their Smart Fund Plan Private contract with Easy Banking at any time.

If you have any questions, you can first contact your advisor or consult Article 21 of the standard banking terms and conditions.

Complaints can be sent to BNP Paribas Fortis SA, Complaints Department, Montagne du Parc 3, 1000 Brussels, or to AG SA, Complaints Department, bd É. Jacqmain 53, 1000 Brussels, by phone on 02 664 02 00 or by email to customercomplaints@aginsurance.be.

If the proposed solution does not satisfy you, you can submit your complaint to the Insurance Ombudsman by email to info@ombudsman-insurance.be, by post to Square de Meeûs 35, 1000 Brussels, or on the www.ombudsman-insurance.be website.