Institutional Savings

Savings Scheme

Alternatives for your employees’ savings plan

Description

Integral management of your workers’ medium and long term savings schemes.

We provide additional savings alternatives for your colleagues.

Access to competitive yields and attractive tax benefits.

Personal Retirement Plan (PPR)

It is an investment account or vehicle authorized by the Ministry of Finance and Public Credit (SHCP) that is set up for the purpose of receiving and managing resources that are destined for long term investment, to be used when the holder reaches 65 years of age or in case of disability or disablement.

Special Personal Savings Account (CPEA)

It is a tax incentive account authorized by the Ministry of Finance and Public Credit (SHCP) that seeks to promote savings and the acquisition of medium term investment Funds.

Monex is a company that specializes in the strategic aspects and implementation and management of company Social Prevision Plans, thus our assessment, regarding legal aspects, in terms of Income Tax, Social Security, Federal Labor Law, among others are based on our market experience and therefore, our point of view should not be interpreted as a “Legal or Tax Opinion”.

Benefits

  • Online account statement consulting}
  • Tax benefits
  • Financial Strategies
  • Investment security
  • Information transparency
  • Records for tax purposes
  • Investment consultancy

THE SUPPORT YOU NEEDED

SIGN UP NOW

REQUISITES

1

Contact your Account Executive or send us your information

2

Bring the necessary documents and sign the corresponding contract

3

Begin using our services