The information on the website may contain advertising content that does not constitute an agreement or an information document required by the law, and does not contain sufficient information to make an investment decision. Investing bears risk. Before making any investment decisions, read the fund's prospectus, including the full list of risks.

Thank you for choosing Employee Capital Plan (PPK) in Santander TFI S.A.

You are at the stage of enrolling your company in Employee Capital Plan (PPK). To do this, simply fill out the online application form.

Fill in the PPK application form Uruchomi się w nowym oknie

To complete the application you will need:

  • your company details and one of its identification numbers (Tax ID No (NIP), National Court Register No (KRS), Statistical ID No (REGON));
  • the file with the PPK management agreement, if it was previously signed in paper form;
  • details of the persons from your company authorised to: manage the PPK service, place orders and conclude the PPK maintenance agreement;
  • the decision whether your company will pay additional contributions for employees and, if so, in what amount;
  • details of contact persons and persona authorised to conclude the agreement;
  • the file with the document confirming the authorisation to conclude the agreement.
Entering into an Employee Capital Plan (PPK) Management Agreement with Santander TFI S.A.
11 July 2024 r.
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What's next? Check how easy it is to conclude an Employee Capital Plan (PPK) management agreement.

  • 1

    Step 1. Complete the online application form

    Fill in the application form for the conclusion of the PPK management agreement with Santander TFI S.A.

  • 2

    Step 2. Verification of the application by the financial institution

    Santander TFI verifies the correctness of your application

  • 3

    Step 3. Sending the Employee Capital Plan management agreement

    The agreement is confirmed - to the addresses / e-mail addresses of the PPK administrators in your company are sent:

    • welcome letter,
    • the agreement on PPK management with attachments,
    • access to the PPK service for the employer, along with instructions on how to navigate the service,
    • information policy regarding processing of personal data.

What makes us special

Years of experience in the establishment and management of Employee Pension Schemes (since 2001) and Individual Pension Accounts (since 2004). The value of assets accumulated in Individual Pension Accounts maintained by Santander TFI is more than PLN 460 million.*

  • 1998

    Over 25 years in the investment fund market.

  • Management team

    One of the largest and most experienced management companies in the Polish market.

  • 22 bn PLN

    Assets under management with a value is more than PLN 22 billion*.

  • 230 000

    Over 230 thousand loyal customers.

*as of June 30, 2024

Fill in the PPK application form

This document is presented for marketing purposes and does not constitute an agreement or an information document required by law.

It should not be relied upon as the sole basis for making investment decisions.

The contents of this subpage have been prepared on the basis of the Act of 4 October 2018 on Employee Capital Plans (PPK) and are up-to-date as at the date of their publication on the website. These contents do not constitute legal, financial or tax advice, nor do they replace the applicable provisions of law and should be each time interpreted and used in compliance with applicable legal regulations.

The net asset value of the Santander PPK SFIO sub-funds can be highly volatile due to the composition of the investment portfolio. Some sub-funds may invest more than 35% of their assets in securities issued, guaranteed or underwritten by the State Treasury or the National Bank of Poland.

The rewards of investing in shares are also accompanied by risks. A description of the risk factors, financial data and information about fees and charges can be found in the prospectuses, key information documents (KIDs) and schedules of fees and charges available in Polish at Santander.pl/TFI/documents. For a summary of investors' rights, see the prospectus (Chapter III, sec. 4).

The Funds do not guarantee the achievement of a stated investment objective or a specific investment performance and future returns are subject to taxation, which depends on the personal situation of each investor and which may change over time. Before making an investment decision, the participant should consider the fees associated with the sub-fund and take into account the possible taxation of the investment return. The participant must also take into account the possibility of losing at least part of the invested funds.

When investing in mutual funds, the participant purchases the units of those funds and not the underlying assets that the fund itself invests in.

2024 © Santander Towarzystwo Funduszy Inwestycyjnych Spółka Akcyjna. Wszelkie prawa zastrzeżone. Nazwa Santander i logo ,,płomień” są zarejestrowanymi znakami towarowymi.

Santander Towarzystwo Funduszy Inwestycyjnych S.A. z siedzibą w Poznaniu, ul. Wierzbięcice 1a, 61-569 Poznań, zarejestrowane w Sądzie Rejonowym Poznań – Nowe Miasto i Wilda w Poznaniu, Wydział VIII Gospodarczy Krajowego Rejestru Sądowego, KRS 0000001132, NIP 778 13 14 701, kapitał zakładowy 13.500.000,00 PLN (wpłacony w całości).