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PPR - EN

Companeo Companeo

Created on April 20, 2023

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Transcript

PPR COVERFLEX REAL SEGURO E

What is a Retirement Savings Plan (PPR)?

- Savings product, medium/long term, which aims to ensure the constitution of an application of retirement savings and simultaneously face to any situations of need. - Companies that sell and manage PPRs: -Managing Entities (eg SGF, Optimize, etc.) -Insurance companies (e.g. Real Vida, Fidelidade, Tranquilidade, etc.

PPR Coverflex Real Seguro E Process

  1. Collaborator in the Coverflex app, defines the value he intends to subscribe respecting the minimums of the product - (1st delivery and subsequent ones).
  2. Real Vida receives an email with proof of transfer of the selected amount and a file with the identification of the Insured person/Employee and the customer's identification (Company name and Nif).
  3. Coverflex receives notification via e-mail, with information that the process has been sent to Real Vida) - (1st and subsequent deliveries).
  4. The employee will receive an email (up to 5 working days) confirming delivery of the amounts. In the first delivery, it will be necessary to start the process with Real Vida, through MyRealVida, where you will have to fill in the missing data and share the CC.
  5. All product management (check balances, documents, redemptions, etc.) is done directly on the MyRealVida portal, Real Vida indicates up to 5 days for the processing of redemptions.

PPR Coverflex Real Seguro E Process

PPR Coverflex Real Seguro E Process

PPR Coverflex Real Seguro E Process

Insert investment amount (minimum €100.5)

Coverflex Real Seguro E Process

After confirming, you will:- Receive an email from Real Vida Seguros to create an account (it may take 5 business days to receive an email). - You will be able to manage your investment on this platform, including redeeming it.

PPR Coverflex Real Seguro E ProcessEmail received

click on the link

Coverflex Real Seguro E Process Real Vida Seguros

Coverflex Real Seguro E Process Real Vida Seguros

Insert personal data

Coverflex Real Seguro E Process Real Vida Seguros

Insert locality, country and use the option “No” in the respective fields

Coverflex Real Seguro E Process Real Vida Seguros

Check the marked squares

Coverflex Real Seguro E Process Real Vida Seguros

You can redeem by clicking on “rescues”, the last arrow in the image

Coverflex Real Seguro E Process Real Vida Seguros

Coverflex Real Seguro E Process Real Vida Seguros

Click on "Redeem" and go to your bank account

https://www.coverflex.com/