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SELEZIONA LINGUA: ENG
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SAVINGS PLANS

With Accumulation Plans you can build up capital over time through periodic investments, even with a reduced amount, by investing in mutual funds or ETFs. Everything is done automatically without having to worry about picking the right time to invest, thanks to planned purchases since the purchase price is mediated both in relation to the the rise or to the fall of the market.

01| MONETARY ACCUMULATION PLAN


Dedicated to those wanting to protect their captal and ensure a certain return
Objective:to obtain a return in the short term in line with the periodic re-investment of funds in the money market.
Financial Instruments:products of a monetary nature, mutual funds and unit trusts
Investment Area:Europe
Currency:euro
Risk Level:Low
Recommended duration:short/medium term

02| EQUITY ACCUMULATION PLAN


Dedicated to those who are committed to growing their assets by investing in equities in the major markets
Objective:maximum capital growth linked to the performance of monetary rates and changes over a very long time horizon by investing on the major stock markets.
Financial Instruments:mutual funds or the unit trusts, shares and ETFs
Investment Area:leading world economies
Currency:euro with the possibility of investing in other currencies
Risk Level:medium-high
Recommended duration:long term

03| AGGRESSIVE EQUITY ACCUMULATION PLAN


Dedicated to those who are committed to growing their assets by investing in equities in emerging markets
Objective:maximum capital growth linked to the performance of monetary rates and changes over a very long time horizon by investing on the major stock markets, particularly in those geographic areas and sectors with strong growth potential.
Financial Instruments:mutual funds or the unit trusts, shares and ETFs
Investment Area:leading world economies, developing countries and emerging markets
Currency:euro with the possibility of investing in other currencies
Risk Level:high
Recommended duration:long term

04| MONETARY ACCUMULATION PLAN RAW MATERIAL


Dedicated to those who aim at the capital growth investing in securities linked to raw materials on the growing markets.
Objective: è capital growth on the long term period. The investments are done on financial instruments related to natural raw materials e.g water, gold, oil, basic metals, precious metals, agricolture and other types of raw materials.
Financial Instruments: Mutual Funds or Sicav, Securities and E.T.F.
Investment area: raw materials
Currency: euro and other currencies as well
Risk level: high
Recommended duration: long period

05| MONETARY ACCUMULATION PLAN HEALTHCARE


Dedicated to those who aim at the capital growth investing in securities linked to companies of the healthcare sector, services for the elderly and ultimate health services.
Objective: capital growth on the long term period. The investments are done on financial instruments related to healthcare, services for the elderly and ultimate healthcare services.
Financial Instruments: Mutual Funds or Sicav, Securities and E.T.F.
Investment area: healthcare
Currency: euro and other currencies as well
Risk level: high
Recommended duration: long period

06| MONETARY ACCUMULATION PLAN TECHNOLOGY


Dedicated to those who aim at the capital growth investing in securities linked to companies of the advanced technologies sector and Millienials services.
Objective: capital growth on the long term period. The investments are done on financial instruments connected to businesses operating in the IoT (internet of things) sector, cloud computing, fintech, digital payments, health, robotics, green energy and intelligent networks, cyber security, social media and entertainment, health and fitness, clothing, food and restaurants, travel and leisure, home design and financial instruments.
Financial Instruments: Mutual Funds or Sicav, Securities and E.T.F.
Investment area: advanced technologies
Currency: euro and other currencies as well
Risk level: high
Recommended duration: long period

07| MONETARY ACCUMULATION PLAN GREEN


Dedicated to those who aim at the capital growth investing in securities linked to companies working for environmental preservation and conservation as well as sustainable development of the cities.
Objective: capital growth on the long term period. The investments are done on financial instruments connected to businesses operating in renewable energy sector, energy distribution and energy efficiency, public infrastructures, technology, e-commerce, smart home, entertainment and healthcare assistance.
Financial Instruments: Mutual Funds or Sicav, Securities and E.T.F.
Investment area: environmental preservation
Currency: euro and other currencies as well
Risk level: high
Recommended duration: long period

CHANGE YOUR
PERSPECTIVE.
bsi en investment-savings-earnings 020 Headquarters
Via Monaldo da Falciano, 3
47891 Rovereta (RSM)
Tel: (+378) 0549 940900
Fax: (+378) 0549 940980
E-mail: management@bsi.sm
bsi en investment-savings-earnings 021 Rovereta Branch
Via Monaldo da Falciano, 3
47891 Rovereta (RSM)
Tel: (+378) 0549 940961
Fax: (+378) 0549 940981
E-mail: filiale.rovereta@bsi.sm
bsi en investment-savings-earnings 022 Dogana Branch
Via III Settembre, 89
47891 Dogana (RSM)
Tel: (+378) 0549 940963
Fax: (+378) 0549 940982
E-mail: filiale.dogana@bsi.sm
bsi en investment-savings-earnings 023 Borgo Maggiore Branch
Via 28 Luglio, 99
47893 Borgo Maggiore (RSM)
Tel: (+378) 0549 940965
Fax: (+378) 0549 940983
E-mail: filiale.borgomaggiore@bsi.sm
bsi en investment-savings-earnings 024 City Branch
Via Gino Giacomini, 150
47890 San Marino (RSM)
Tel: (+378) 0549 940967
Fax: (+378) 0549 940984
E-mail: filiale.citta@bsi.sm
bsi en investment-savings-earnings 025 Gualdicciolo Branch
Via Fabrizio da Montebello, 5
47892 Gualdicciolo (RSM)
Tel: (+378) 0549 940969
Fax: (+378) 0549 940985
E-mail: filiale.gualdicciolo@bsi.sm
bsi en investment-savings-earnings 026 Fiorentino Branch
Via Del Passetto, 34
47897 Fiorentino (RSM)
Tel 0549 940971
Fax 0549 940986
E-mail: filiale.fiorentino@bsi.sm
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