products - elysium financial management

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?

O nly 5 % o f . . .

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[email protected]

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.

01

02

03

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

Profit share per year

1 3

1 3

1 3

1 3

3 . 8 5 %

4 . 2 0 %

4 . 5 0 %

4 . 7 5 %

3 . 4 5 %

1 3 4 . 9 5 %3 2 0 , 0 0 0 . 0 0 6 3 9 , 9 9 9 . 0 0

1 0 , 0 0 0 . 0 0

B2 - Participation in the Elysium Bank cooperation with guarantee by the cooperation partner

01

02

03

04

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


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


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)

01

02

03

04

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




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


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)

01

02

03

04

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


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.)

01

02

03

04

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




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 ?

Nur 5 % de r . . .

§

[email protected]

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.

01

02

03

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

05

06

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

M ax. Ertragsan teilp ro Qu artal

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

A nlagebetrag in Euro vo n bis

Max. Ertrag bei vor-zeit. Auflösung p.Q.

Mindestanlageda u erin Jahren

3 9 . 9 9 9 , 0 0

2 4 0 . 0 0 0 , 0 0 ( o f f 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

Ertragpro Jahr

1 3

1 3

1 3

1 3

3 , 8 5 %

4 , 2 0 %

4 , 5 0 %

4 , 7 0 %

3 , 4 5 %

1 3 4 , 9 5 %3 2 0 . 0 0 0 , 0 0 6 3 9 . 9 9 9 , 0 0

1 0 . 0 0 0 , 0 0

B2 - Beteiligung an der Elysium Bank-Kooperation mit Garantie durch den Kooperationspartner

01

02

03

04

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

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


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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02

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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 nAnlagekapital abgesichert

05

06




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.

B4 - Managed Account (eigenes FX-Trading Konto) (für Großkunden und institutionelle Anleger)

02

03

04

05

06

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


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

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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

products - elysium financial management

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