Investors in Austria enjoy other advantages throuth the use of PI, such as:


  • Bankruptcy and attachment privilege

  • 100% tax bonus on payout (15/10 year term)

  • all funds and ETFs with distribution licence Austria - guaranteed!

  • digital suitability test

Investors who use the PI enjoy tax benefits otherwise unheard of when investing directly in funds. The PI combines direct fund investment with fund-based insurance bond in one contemporary solution, offering the same advantages as a fund based bank account, while also enabling investors to secure/adjust their investments free of withholding tax.


Questions? You can find your contact person here.