Exclusive investment offers from Elysium Financial Management LLC Elysium Financial Management LLC is an international asset manager specialized in exclu- sive products. Some administrators accept customers who contribute 50,000 or 100,000 Euros. Thus, little more than a standardized consultation can be expected, whereby stan- dardization often means the offering of funds. That’s where Elysium Financial Management LLC comes in and offers exclusive products with an “edge” (also called “expected value”), which is at the top of the industry average. Even if exclusivity goes hand in hand with in- creased consulting effort and further explana- tions, Elysium does not shy away from this effort to stand out from the crowd. Good clients appre- ciate good education/advice. Elysium knows that and acts accordingly. ...German investors use professional asset management for their asset accumulation. In Switzerland and the USA it is about 30%. Elysium offers no standardization, but exclusivi Elysium Financial Management LLC holds the FIZ license (Financial Related Consulting and Services) WELL ADVISED Overview of the products he Elysium Financial Management LLC. Here is an overview of the selection of our exclusive investment offers. OVERVIEW Products Why the investment offers of Elysium Financial Management LLC? Only 5% of ... § [email protected]www.elysium-fm.com Elysium Financial Management LLC Hualing Kutaisi Free Industrial Zone Avtomshenebeli Str. 88, 4600 Kutaisi, Georgia Director: Cem Güver (MBA) Commercial Register: 404558162 FIZ-License: 0110/412 ff
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E x c l u s i v e i n v e s t m e n t o f f e r s f r o m E l y s i u m F i n a n c i a l M a n a g e m e n t L L C
E l y s i u m F i n a n c i a l M a n a g e m e n t L L C i s a n i n t e r n a t i o n a l a s s e t m a n a g e r s p e c i a l i z e d i n e x c l u -s i v e p r o d u c t s . S o m e a d m i n i s t r a t o r s a c c e p t c u s t o m e r s w h o c o n t r i b u t e 5 0 , 0 0 0 o r 1 0 0 , 0 0 0 E u r o s . T h u s , l i t t l e m o r e t h a n a s t a n d a r d i z e d c o n s u l t a t i o n c a n b e e x p e c t e d , w h e r e b y s t a n -d a r d i z a t i o n o f t e n m e a n s t h e o f f e r i n g o f f u n d s . T h a t ’ s w h e r e E l y s i u m F i n a n c i a l M a n a g e m e n t L L C c o m e s i n a n d o f f e r s e x c l u s i v e p r o d u c t s w i t h a n “e d g e” ( a l s o c a l l e d “e x p e c t e d v a l u e” ) , w h i c h i s a t t h e t o p o f t h e i n d u s t r y a v e r a g e .
E v e n i f e x c l u s i v i t y g o e s h a n d i n h a n d w i t h i n -c r e a s e d c o n s u l t i n g e f f o r t a n d f u r t h e r e x p l a n a -t i o n s , E l y s i u m d o e s n o t s h y a w a y f r o m t h i s e f f o r t t o s t a n d o u t f r o m t h e c r o w d . G o o d c l i e n t s a p p r e -c i a t e g o o d e d u c a t i o n / a d v i c e . E l y s i u m k n o w s t h a t a n d a c t s a c c o r d i n g l y.
. . . G e r m a n i n v e s t o r s u s e p r o f e s s i o n a l a s s e t m a n a g e m e n t f o r t h e i r a s s e t a c c u m u l a t i o n . I n S w i t z e r l a n d a n d t h e U S A i t i s a b o u t 3 0 % .
Elysium offers no standardization, but exclusivity
Elysium Financial Management LLC holds the FIZ license (Financial Related Consulting and Services)
WELL ADVISED
O v e r v i e w o f t h e p r o d u c t s h e E l y s i u m F i n a n c i a l M a n a g e m e n t L L C . H e r e i s a n o v e r v i e w o f t h e s e l e c t i o n o f o u r e x c l u s i v e i n v e s t m e n t o f f e r s .
OVERVIEWProducts
Why the inv estment offers ofElysium Finan cial Management LLC?
Elysium Financial Management LLCHualing Kutaisi Free Industrial ZoneAvtomshenebeli Str. 88, 4600 Kutaisi, GeorgiaDirector: Cem Güver (MBA)Commercial Register: 404558162FIZ-License: 0110/412 ff
M ax. p rof it sh are p er q u arter
3 - 9
3 - 9
3 - 9
3 - 9
2 . 1 0 %
2 . 7 0 %
3 . 3 0 %
3 . 9 0 %
1 . 5 0 %
0 . 7 0 %
0 . 8 0 %
0 . 9 0 %
1 . 0 0 %
0 . 6 0 %3 - 9
2 . 3 8 %
2 . 3 8 %
2 . 3 8 %
2 . 3 8 %
2 . 3 8 %2 0 , 0 0 0 . 0 0
B1 - Investment in preferred shares of New Yield Integral Targeting, Inc.
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04
b y s h a r e c e r t i f i c a t e ( a c c o r d i n g t o c o n t r a c t )Investment secured
Amount in Eurofr om to
Max. profit at prema-ture resolution p.q.
Minimum investm en t period in years
3 9 , 9 9 9 . 0 0
2 4 0 , 0 0 0 . 0 0 ( o p e n )
1 6 0 , 0 0 0 . 0 0 2 3 9 , 9 9 9 . 0 0
8 0 , 0 0 0 . 0 0 1 5 9 , 9 9 9 . 0 0
4 0 , 0 0 0 . 0 0 7 9 , 9 9 9 . 0 0
05
06
07
a c c o r d i n g t o c o n t r a c t ( D i v i d e n d g u a r a n t e e : 2 . 3 8 % p . a . , p l u s p r o f i t t a r g e t a c c o r d i n g t o b u s i n e s s p l a n )Profit guaranteed
a s c o n t r a c t u a l l y a g r e e dHalf-year payment
a c c o r d i n g t o t h e c o n t r a c t ( s a l e a n d p u r c h a s e )Completion
t o b e t a x e d b y t h e i n v e s t o rTax treatment
y e s , 3 d i f f e r e n t p a y o u t o p t i o n s t h a t a r e d u e e v e r y s i x m o n t h sPayment option
a u t o m a t i c a l l y f o r a n o t h e r 3 y e a r s , i f n o t c a n c e l e d 3 m o n t h s b e f o r e e x p i r a t i o nContract extension
B2 - Participation in the Elysium Bank cooperation with guarantee by the cooperation partner
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through the cooperation between Elysium a n d t h e ma j o r ba n k, t h e E l ys i u m i s g u a ra n t e e d a n d t h i s g u a ra n t e e i s t ra n s fe r red p ro rataInvestment capital and income secured
Amount in Eurofr om to
Prof itp er year
In vestmen t d u ration in mon th s
1 9 , 9 9 9 . 0 0
1 6 0 , 0 0 0 . 0 0 3 1 9 , 9 9 9 . 0 0
8 0 , 0 0 0 . 0 0 1 5 9 , 9 9 9 . 0 0
4 0 , 0 0 0 . 0 0 7 9 , 9 9 9 . 0 0
2 0 , 0 0 0 . 0 0 3 9 , 9 9 9 . 0 0
1 3
05
06
v i s i b l e i n t h e c u s t o m e r p o r t a lState of the investment
a c c o r d i n g t o t h e i n v e s t m e n t o r d e r ( p o w e r o f a t t o r n e y )Completion
t o b e t a x e d b y t h e i n v e s t o rTax treatment
a f t e r t h e c o n t r a c t e x p i r e sPayment option
a u t o m a t i c a l l y f o r 1 3 m o n t h s , i f n o t c a n c e l e d 3 m o n t h s b e f o r e e x p i r a t i o nContract extension
For hig he r i nv e s t me n t amou nts, a correspon din g offer can be created. The income shares shown here are dependent on offers s ub mi t t e d to us, so there is n o absolu te relevance.
B3 - Participation in the Elysium FX trading account (Target Perf: 0.225% per trading day = 4.5% per month)
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n o , b u t t h r o u g h a c t i v e r i s k m a n a g e m e n t a m a x i m u m d r a w d o w n o f 2 0 % i s g i v e nInvestment secured
05
06
v i s i b l e i n t h e c u s t o m e r p o r t a lState of the investment
a c c o r d i n g t o t h e i n v e s t m e n t o r d e r ( p o w e r o f a t t o r n e y )Completion
t o b e t a x e d b y t h e i n v e s t o rTax treatment
y e s , a n n u a l l y ( a f t e r e x p i r y ) p o s s i b l e ; t o t a l l y o r p a r t i a l l yPayment option
a u t o m a t i c a l l y f o r a n o t h e r 1 2 m o n t h s , i f n o t c a n c e l e d 3 m o n t h s b e f o r e e x p i r a t i o nContract extension
1 2
1 2
1 2
1 2
2 . 2 5 %
2 . 7 5 %
3 . 2 5 %
3 . 7 5 %
1 . 7 5 %
1 2 3 . 7 5 % p l u s a n n u a l b o n u s1 0 0 , 0 0 0 . 0 0 1 4 9 , 9 9 9 . 0 0
6 , 2 2 5 . 0 0
Amount in Eurofr om to
M ax. p rofi t sha r e p er mon th
M in imu m in vestmen t p eriod in mon th s
9 , 9 9 9 . 0 0
6 0 , 0 0 0 . 0 0 9 9 , 9 9 9 . 0 0
3 7 , 5 0 0 . 0 0 5 9 , 9 9 9 . 0 0
1 7 , 5 0 0 . 0 0 3 7 , 4 9 9 . 0 0
1 0 , 0 0 0 . 0 0 1 7 , 4 9 9 . 0 0
1 2
This ba s k e t i s e x c l us ively for Elysium clien ts already invested in Basket 1 and / or Basket 2. For higher investment amounts, a corr e s po nd i ng o f f er can be created.
B4 - Managed Account (own FX-Trading account) (for high volume costumers and institutional clients)
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n o , b u t t h r o u g h a c t i v e r i s k m a n a g e m e n t g i v e s a m a x i m u m d r a w d o w n o f 2 0 % i s g i v e nT h e i n v e s t m e n t i s h e l d i n a s e p a r a t e a c c o u n t w i t h t h e b r o k e r ( “s e g r e g a t e d a c c o u n t ” / s p e c i a l a s s e t s o u t s i d e t h e b r o k e r’ s b a l a n c e s h e e t )
Investment secured
05
06
p e r m a n e n t l y v i s i b l e i n y o u r o w n b r o k e r c u s t o m e r p o r t a l a n d o n y o u r o w n t r a d i n g a c c o u n tState of the investment
i n a c c o r d a n c e w i t h t h e i n v e s t m e n t o r d e r ( P O A / L P O A ) w i t h b r o k e r o n b o a r d i n g p r o c e s s c a r r i e d o u t Completion
t o b e t a x e d b y t h e i n v e s t o rTax treatment
y e s ( a f t e r t h e f i r s t y e a r ) i n p a r t i a l a m o u n t s o r e v e n i n f u l l ( t e r m i n a t i o n ) o f t h e o w n t r a d i n g a c c o u n tPayment option
a u t o m a t i c a l l y f o r a n o t h e r 1 2 m o n t h s , i f n o t c a n c e l e d 3 m o n t h s b e f o r e e x p i r y d a t eContract extension
This inv e s t me nt i s d e veloped for Elysium clien ts who wants to invest higher amounts and/or for institutional investors only.
07 y e s , i f t h e t r a d i n g p a r a m e t e r s w e r e n o t f u l f i l l e dEarly termination (within the first 12 months)
08 M a x . D r a w d o w n : 2 0 % , p e r f o r m a n c e t a r g e t : 1 8 % t o 3 6 % p . a . ( m i n u s 2 5 % p r o f i t s h a r i n g a c c o r d i n g t o H W )Trading parameter
09 i n t e r n a t i o n a l l y ; T h r o u g h t h e b r o k e r ( A C Y C a p i t a l A u s t r a l i a L t d . ) ; D e t a i l s a t t h e p a t i c i p a t i o n f o r mRegulation
10 g u a r a n t e e d n o h i d d e n c o s t s ( e . g . r o u n d t u r n c o m m i s s i o n ) ; O n l y t h e r e p r e s e n t e d f e e sTransparent cost structure
B5 - Participation in the Elysium FX savings plan (Target performance: 7.0% p.a.)
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n o , b u t t h r o u g h a c t i v e r i s k m a n a g e m e n t a m a x i m u m d r a w d o w n o f 2 0 % i s g i v e nInvestment secured
05
06
v i s i b l e i n t h e c u s t o m e r p o r t a lState of the investment
a c c o r d i n g t o t h e i n v e s t m e n t o r d e r ( p o w e r o f a t t o r n e y )Completion
t o b e t a x e d b y t h e i n v e s t o rTax treatment
y e s ( p o s s i b l e a f t e r 8 y e a r s , p r o v i d e d t h a t t h e m i n i m u m s a v i n g s a m o u n t h a s b e e n r e a c h e d )Payment option
With thi s i nv e s t me nt, the savings goal is decisive, which is why the term of 10 years, due to additional payments and/or payme nt b r e a k s , c a n vary somewh at. Th e in vestor can therefore make additional payments and/or suspend a maximum of 2 saving s i ns ta l l me nts per year (su spen sion extends the investment duration and additional payments shorten the investment durat i o n) . Ho we v e r, th e investmen t duration mu st be at least 8 years.
07
08 i n t e r n a t i o n a l ; t h r o u g h b r o k e rRegulation
09 M o n t h l y s a v i n g s a m o u n t x 1 2 m o n t h s x 1 0 y e a r s + m i n i m u m o n e - o f f p a y m e n t = s a v i n g s g o a l ( a t l e a s t E U R 1 9 , 8 0 0 ) ; I f t h e p l a n n e d s a v i n g s a m o u n t i s r e a c h e d p r e m a t u r e l y t h r o u g h e x t r a p a y m e n t s b y t h e i n v e s t o r, t h e i n v e s t m e n t e n d s o n D e c e m b e r 3 1 o f t h e r e s p e c t i v e y e a r. I f t h e s a v i n g s a m o u n t i s n o t r e a c h e d w i t h i n t h e 1 0 y e a r s d u e t o p a y m e n t b r e a k s t b y t h e i n v e s t o r, t h e t e r m i s e x t e n d e d b y t h e t i m e u n t i l t h e m i n i m u m s a v i n g s g o a l i s r e a c h e d .
Savings goal
a u t o m a t i c a l l y f o r a f u r t h e r 1 2 m o n t h s , i f n o t c a n c e l e d 3 m o n t h s b e f o r e e x p i r y ( 1 0 y e a r s )Contract extension
p o s s i b l e ( f o r a n i m p o r t a n t r e a s o n )Early termination
E x k l u s i v e I n v e s t m e n t a n g e b o t e d e r E l y s i u m F i n a n c i a l M a n a g e m e n t L L C
E l y s i u m F i n a n c i a l M a n a g e m e n t L L C i s t e i n i n t e r n a t i o n a l a g i e r e n d e r V e r m ö g e n s v e r w a l t e r, d e r s i c h a u f E x k l u s i v p r o d u k t e s p e z i a l i s i e r t h a t . M a n c h e V e r w a l t e r a k z e p t i e r e n K u n d e n , d i e 5 0 . 0 0 0 o d e r 1 0 0 . 0 0 0 E u r o e i n b r i n g e n . S o k a n n k a u m m e h r a l s e i n e s t a n d a r d i s i e r t e B e r a t u n g e r w a r t e t w e r d e n , w o b e i S t a n d a r d i s i e r u n g n i c h t s e l t e n d a s A n b i e t e n v o n F o n d s b e d e u t e t . U n d g e n a u d a s e t z t E l y s i u m F i n a n c i a l M a n a g e m e n t L L C d e n H e b e l a n u n d b i e t e t E x k l u s i v p r o d u k t e m i t e i n e m „ E d g e“ ( a u c h „ e x p e c t e d v a l u e“ o d e r „ E r w a r t u n g s w e r t “ ) a n , d e r i m B r a n c h e n d u r c h s c h n i t t g a n z o b e n a n g e s i e d e l t i s t .
A u c h w e n n E x k l u s i v i t ä t m i t e r h ö h t e m B e r a t u n g s a u f w a n d u n d w e i t e r f ü h r e n d e n E r k l ä r u n g e n e i n h e r g e h t , s c h e u t E l y s i u m n i c h t d i e s e n A u f w a n d , u m s i c h s o v o n d e r M a s s e a b z u h e b e n . G u t e K l i e n t e n s c h ä t z e n g u t e A u f k l ä r u n g / B e r a t u n g , w e s h a l b E l y s i u m g e n a u d a n a c h h a n d e l t .
. . . d e u t s c h e n A n l e g e r n u t z e n p r o f e s s i o n e l l e V e r m ö g e n s v e r w a l t u n g f ü r I h r e n V e r m ö g e n s a u f b a u . I n d e r S c h w e i z u n d d e n U S A s i n d e s c a . 3 0 % .
Elysium bietet keine Standardisierung, sondern Exklusivität
Elysium Financial Management LLC verfügt über die FIZ Lizenz (Financial Related Consulting and Services)
GUT BERATEN
Ü b e r s i c h t d e r P r o d u k t e d e r E l y s i u m F i n a n c i a l M a n a g e m e n t L L C :S e h e n S i e h i e r i m Ü b e r b l i c k d i e A u s w a h l u n s e r e r e x k l u s i v e n I n v e s t m e n t a n g e b o t e .
D e u t s c h e Ü b e r s e t z u n g
ÜBERSICHTProdukte
Warum die Investmentangebote der Elysium Finan cial Management LLC ?
Elysium Financial Management LLCHualing Kutaisi Free Industrial ZoneAvtomshenebeli Str. 88, 4600 Kutaisi, GeorgiaDirector: Cem Güver (MBA)Commercial Register: 404558162FIZ-License: 0110/412 ff
B1 - Anlage in Vorzugsaktien der New Yield Integral Targeting, Inc.
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04
d u r c h A k t i e n z e r t i f i k a t ( g e m . V e r t r a g s w e r k )Anlagekapital abgesichert
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07
g e m . V e r t r a g s w e r k ( D i v i d e n d e n g a r a n t i e : 2 , 3 8 % p . a . , z z g l . E r t r a g s z i e l g e m . G e s c h ä f t s p l a n )Ertrag garantiert
n a c h V e r t r a g a u s w ä h l b a rHalbjährliche Auszahlung
g e m ä ß d e m V e r t r a g s w e r k ( V e r k a u f u n d K a u f )Abwicklung
v o m I n v e s t o r z u v e r s t e u e r nSteuerliche Behandlung
j a , 3 v e r s c h i e d e n A u s z a h l u n g s o p t i o n e n , d i e h a l b j ä h r l i c h f ä l l i g w e r d e nAuszahlungsoption
a u t o m a t s i c h f ü r w e i t e r e 3 J a h r e , w e n n n i c h t 3 M o n a t e v o r A b l a u f g e k ü n d i g t w i r dVertragsverlängerung
B2 - Beteiligung an der Elysium Bank-Kooperation mit Garantie durch den Kooperationspartner
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d u r c h d i e K o o p e r a t i o n z w i s c h e n E l y s i u m u n d G r o ß b a n k w i r d d e r E l y s i u m d i e s g a r a n t i e r t u n d d i e s e G a r a n t i e a n t e i l i g ü b e r t r a g e nAnlagekapital und Ertrag abgesichert
Anlagebetrag in Eurovo n bis
E r t r a g s a n t e i l p ro Jah r
A n l a g e d a u e r in M on aten
1 9 . 9 9 9 , 0 0
1 6 0 . 0 0 0 , 0 0 3 1 9 . 9 9 9 , 0 0
8 0 . 0 0 0 , 0 0 1 5 9 . 9 9 9 , 0 0
4 0 . 0 0 0 , 0 0 7 9 . 9 9 9 , 0 0
2 0 . 0 0 0 , 0 0 3 9 . 9 9 9 , 0 0
1 3
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06
i m K u n d e n p o r t a l e i n s e h b a rStand des Investments
g e m ä ß d e m A n l a g e a u f t r a g ( p o w e r o f a t t o r n e y )Abwicklung
v o m I n v e s t o r z u v e r s t e u e r nSteuerliche Behandlung
n a c h V e r t r a g s a b l a u fAuszahlungsoption
a u t o m a t i s c h f ü r 1 3 M o n a t e , w e n n n i c h t 3 M o n a t e v o r A b l a u f g e k ü n d i g t w u r d eVertragsverlängerung
Bei hö he r e n A nl a g e s u mmen kan n ein en tsprech endes Angebot erstellt werden. Die hier dargestellten Ertragsanteile sind abhäng i g v o n uns üb ermittelten Angeboten , demn ach besteht keine unbedingte Aktualität.
B3 - Beteiligung am Elysium FX-Trading-Account (Zielperf: 0,225% pro Handelstag = 4,5% pro Monat)
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n e i n , a b e r d u r c h d a s a k t i v e R i s i k o m a n a g e m e n t i s t e i n m a x i m a l e r D r a w d o w n v o n 2 0 % v o r g e g e b e nAnlagekapital abgesichert
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i m K u n d e n p o r t a l e i n s e h b a rStand des Investments
g e m ä ß d e m A n l a g e a u f t r a g ( p o w e r o f a t t o r n e y )Abwicklung
v o m I n v e s t o r z u v e r s t e u e r nSteuerliche Behandlung
j a , j ä h r l i c h ( n a c h A b l a u f ) m ö g l i c h ; g a n z o d e r a u c h t e i l w e i s eAuszahlungsoption
a u t o m a t i s c h f ü r w e i t e r e 1 2 M o n a t e , w e n n n i c h t 3 M o n a t e v o r A b l a u f g e k ü n d i g t w u r d eVertragsverlängerung
1 2
1 2
1 2
1 2
2 , 2 5 %
2 , 7 5 %
3 , 2 5 %
3 , 7 5 %
1 , 7 5 %
1 2 3 , 7 5 % z z g l . J a h r e s b o n u s1 0 0 . 0 0 0 , 0 0 1 4 9 . 9 9 9 , 0 0
6 . 2 2 5 , 0 0
Anlagebetrag in Eurovo n bis
M ax. Ertra g sa nt ei l p ro M on at
M i n d e s t a n l a g e d a u e r in M on aten
9 . 9 9 9 , 0 0
6 0 . 0 0 0 , 0 0 9 9 . 9 9 9 , 0 0
3 7 . 5 0 0 , 0 0 5 9 . 9 9 9 , 0 0
1 7 . 5 0 0 , 0 0 3 7 . 4 9 9 , 0 0
1 0 . 0 0 0 , 0 0 1 7 . 4 9 9 , 0 0
1 2
Dieser B a s k e t i s t a ussch ließlich für Elysiu m-Klienten, die bereits in Basket 1 und/oder Basket 2 investiert sind. Bei höheren Anlages umme n k a nn ein entsprech endes An gebot erstellt werden.
i m e i g e n e m B r o k e r - K u n d e n p o r t a l u n d a u f d e m e i g e n e n H a n d e l s k o n t o s t ä n d i g e i n s e h b a rStand des Investments (volle Transparenz)
g e m ä ß d e m A n l a g e a u f t r a g ( P O A / L P O A ) m i t s e l b s t d u r c h g e f ü h r t e m B r o k e r - O n b o a r d i n g p r o z e s sAbwicklung
v o m I n v e s t o r z u v e r s t e u e r nSteuerliche Behandlung
j a ( n a c h e i n e m J a h r ) i n Te i l b e t r ä g e n o d e r a u c h g a n z ( A u f l ö s u n g ) v o n e i g e n e m H a n d e l s k o n t oAuszahlungsoption
a u t o m a t i s c h f ü r w e i t e r e 1 2 M o n a t e , w e n n n i c h t 3 M o n a t e v o r A b l a u f g e k ü n d i g t w u r d eVertragsverlängerung
Dieses Inve s t me nt i s t a usschließlich für Elysiu m-Klienten, die höhere Anlagebeträge investieren möchten und/oder für institutione l l e A nl e g e r k onzipiert.
07 j a , w e n n d i e Tr a d i n g p a r a m e t e r n i c h t e i n g e h a l t e n w u r d e nVorzeitige Auflösung (innerhalb der ersten 12 Monate)
08 m a x . D r a w d o w n : 2 0 % , P e r f o r m a n c e z i e l : 1 8 % b i s 3 6 % p . a . ( a b z g l . 2 5 % E r f o l g s b e t e i l i g u n g n a c h H W )Tradingparameter
09 i n t e r n a t i o n a l ; d u r c h B r o k e r ( A C Y C a p i t a l A u s t r a l i a L t d . ) ; D e t a i l s i m Z e i c h n u n g s d o k u m e n tRegulierung
10 g a r a n t i e r t k e i n e v e r d e c k t e n K o s t e n ( z . B . r o u n d t u r n c o m m i s s i o n ) ; n u r d i e d a r g e s t e l l t e n G e b ü h r e nTransparente Kostenstruktur
01 n e i n , a b e r d u r c h d a s a k t i v e R i s i k o m a n a g e m e n t i s t e i n m a x i m a l e r D r a w d o w n v o n 2 0 % v o r g e g e b e nD a s I n v e s t m e n t w i r d b e i m B r o k e r i m g e t r e n n t e n K o n t o ( „ s e g r e g a t e d a c c o u n t “ / S o n d e r v e r m ö g e n a u ß e r h a l b d e r B i l a n z d e s B r o k e r s )
Anlagekapital abgesichert
B5 - Beteiligung am Elysium FX-Sparplan (Zielperformance: 7,0% im Jahr)
01
02
03
04
n e i n , a b e r d u r c h d a s a k t i v e R i s i k o m a n a g e m e n t i s t e i n m a x i m a l e r D r a w d o w n v o n 2 0 % v o r g e g e b e nAnlagekaptial abgesichert
05
06
i m K u n d e n p o r t a l e i n s e h b a rStand des Investments
g e m ä ß d e m A n l a g e a u f t r a g ( p o w e r o f a t t o r n e y )Abwicklung
v o m I n v e s t o r z u v e r s t e u e r nSteuerliche Behandlung
j a ( n a c h 8 J a h r e n m ö g l i c h , i n s o f e r n d i e M i n d e s t a n s p a r s u m m e e r r e i c h t w u r d e )Auszahlungsoption
Bei diesem I nv e s tme nt i st das Sparziel ausschlaggebend, weshalb die Laufzeit von 10 Jahren, durch Zuzahlungen und/oder Zahlungspa us e n, e twa s variieren kann. Der An leger kann also Zuzahlungen leisten und/oder maximal 2 Sparraten pro Jahr aussetzen ( da s A us s e tze n verlängert die Lau fzeit u nd Zuzahlungen verkürzen die Laufzeit). Die Laufzeit muss jedoch mind. 8 Jahre betr a g e n.
07
08 i n t e r n a t i o n a l ; d u r c h B r o k e rRegulierung
09 S p a r b e t r a g x 1 2 M o n a t e x 1 0 J a h r e + M i n d e s t - E i n m a l b e t r a g = S p a r z i e l ( m i n d e s t e n s j e d o c h 1 9 . 8 0 0 E U R ) S o l l t e d i e p l a n m ä ß i g e M i n d e s t a n s p a r s u m m e d u r c h S o n d e r z a h l u n g e n d e s A n l e g e r s v o r z e i t i g e r r e i c h t s e i n , s o e n d e t d a s I n v e s t m e n t z u m 3 1 . 1 2 . d e s j e w e i l i g e n J a h r e s . S o l l t e d i e M i n d e s t a n s p a r s u m m e i n n e r h a l b d e r 1 0 J a h r e d u r c h Z a h l u n g s p a u s e n d e s A n l e g e r s n i c h t e r r e i c h t s e i n , s o v e r l ä n g e r t s i c h d i e L a u f z e i t u m d i e D a u e r, b i s d i e M i n d e s t a n s p a r s u m m e e r r e i c h t i s t .
Sparziel
a u t o m a t i s c h f ü r w e i t e r e 1 2 M o n a t e , w e n n n i c h t 3 M o n a t e v o r A b l a u f ( 1 0 J a h r e ) g e k ü n d i g t w u r d eVertragsverlängerung
m ö g l i c h ( a u s w i c h t i g e m G r u n d )Vorzeitige Auflösung