Individual Pension Fund
The Individual Pension Fund is a private plan designed to provide additional benefits to those already guaranteed by the INSS. It is a long-term investment mechanism, financed by individual contributions, intended to supplement retirement income and provide greater financial security.
At Carlyle Partners, we make everything simpler so that your only concern is enjoying the future you have built.
Why join an Individual Pension Fund?
Joining an individual fund is not just a financial decision, it is an act of responsibility towards your future:
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Financial Security and Lifestyle: It facilitates future planning, ensuring that your standard of living remains unchanged after you stop working.
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Protection and Security: It acts as a safety net in case of unforeseen events, such as disability.
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Wealth Generation: Through investment synergy, your capital grows steadily over the long term.
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Independence from the State: Minimizes exclusive dependence on the mandatory social security system.
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Family Legacy: Your loved ones can be designated as beneficiaries, ensuring support in the event of the policyholder's death.
Requirements for Membership
We have made the subscription process simple and transparent. To start your retirement project, the following items are required:
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Contribution Definition: Minimum monthly amount of 750 MZN.
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Designation of Beneficiaries: Appointment of heirs and respective allocation percentages.
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Identification Documentation: Copy of ID card, passport, or DIRE and NUIT.
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Supporting Documents: Income and residence statements.
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Formalization: Completion and signing of the individual membership document.
Why Choose Carlyle Partners
In a complex market, we act as the filter of clarity that the client needs. And we are the first point of contact between the client and the insurer, ensuring effective policy management and close monitoring.
Measurement of Interests
We help identify the solution that best suits your profile.
Permanent Assistance
We provide 24-hour assistance, ensuring that any situation is handled with the utmost speed and professionalism.
Specialization
From the initial needs analysis to day-to-day management, our management is focused on excellence and customer peace of mind.