Group Unit Linked Plan: Overview

As an employer, the Group Unit Linked Plan offers investment options. It can be used for an International Pension Plan, Expatriate Pension Plan, TCN Pension Plan, Offshore Pension Plan or Accompanying Spouses Plan.

The Group Unit Linked Plan can also be used for an employer sponsored Savings Plan.

The minimum number of participants in the group depends on the size of the group’s combined premiums.

The Group Unit Linked Plan can be linked either to Handelsbanken, Sampo or Storebrand and Delphi Funds.

• The Group Unit Linked Plan (Handelsbanken Funds) is linked to a range of Funds and Investment Pools managed by Handelsbanken Asset Management, covering the equity, bond and cash markets.
• The Group Unit Linked Plan (Sampo Funds) is linked to a range of Funds managed by Sampo Fund Management Ltd, covering the equity, bond, cash and property markets as well as hedge funds.
• The Group Unit Linked Plan (Storebrand and Delphi Funds) is linked to a range of Funds managed by Storebrand Investments, covering the equity, bond and cash markets.

The Group Unit Linked Plan linked to a range of funds managed by Handelsbanken Asset Management and Insight Investment Management was closed to new groups in November 2006