News

16.08.2017

“Invalda INVL” offers in the Latvian market new passive management 2nd pillar pension plan INVL INDEX DIRECT

Offering currently the lowest commission nationwide for the management of the 2nd pillar pension index plan, as well as providing every new participant with the opportunity to become a shareholder, on Wednesday, 16 August, “Invalda INVL”, the largest independent pension management group in the Baltic States presented new passive management 2nd pillar pension plan INVL […]

04.11.2016

On amendments to prospectuses of investment plans of the state-funded pension scheme managed by „CBL Asset Management” IPAS

„CBL Asset Management” IPAS (hereinafter – Company) hereby informs that the Company has made amendments to prospectuses of the investment plans „CBL AKTĪVAIS ieguldījumu plāns” un „CBL UNIVERSĀLAIS ieguldījumu plāns” of the state-funded pension scheme. The amendments to the prospectuses become effective on November 2, 2016 and are available on the Company’s website www.cblam.lv.

30.05.2016

IPAS “SEB Wealth Management” has a new company name

IPAS “SEB Wealth Management” has changed its legal name to IPAS “SEB Investment Management” to better align the name with the company’s core business. Services provided by the company do not change – we will continue to provide investment management services to pension customers and institutional clients. The investment management company “SEB Investment Management” was […]

27.04.2015

Re: Change of the names of 2nd pension pillar investment plans of “CBL Asset Management” IPAS

Dear client,   In order to stress that the investment plans of the state funded pension scheme are part of “CBL Asset Management” IPAS, the names of the investment plans established by this company have been changed as of 8 April 2015. The investment plans will be further known as “CBL Aktīvais ieguldījumu plāns” and […]

06.01.2015

On completion of the merger of state funded pension scheme investment plan SEB IP Safari into SEB Active Plan

SEB Wealth Management hereby informs that the merger of the state funded pension plan scheme investment plan SEB IP Safari into the investment plan SEB Active Plan was completed on 23 December 2014. As a result of the merger all assets and liabilities of the SEB IP Safari plan have been transferred to SEB Active […]

23.12.2014

Notice to the participants of Citadele Active Pension Plan and Citadele Universal Pension Plan on the delegation of marketing services included in the management of state funded pension scheme assets

“CBL Asset Management” IPAS hereby announces that the marketing services included in the management of state funded pension scheme assets have been delegated to AS “Citadele banka”, registration number: 40103303559, address: Republikas laukums 2A, Riga LV-1010, Latvia, credit institution’s licence No 06.01.05.405/280. AS “Citadele banka” is a local bank providing banking, financial and capital management […]

10.11.2014

Information on completion of the merger of the investment plan of the state funded pension scheme “Citadele Pension Plan Blues” with the investment plan of the state funded pension scheme “Citadele Universal Pension Plan”

IPAS Citadele Asset Management informs that the merger of the investment plan of the state funded pension fund of IPAS Citadele Asset Management “Citadele Pension Plan Blues” (hereinafter – the Plan to be merged) with the investment plan of the state funded pension scheme “Citadele Universal Pension Plan” (hereinafter – the Acquiring Plan) has been […]

06.05.2014

Statement regarding the name change of the 2nd pillar pension plan Jūrmala to SEB konservatīvais plāns

In order to emphasise the belonging of the 2nd pillar pension plan Jūrmala to the plans managed by SEB Wealth Management and to underscore the conservative investment policy of the plan, the name of the plan shall be changed from 6 May, 2014. In future the plan Jūrmala shall be called SEB Konservatīvais plāns.  The […]

29.04.2013

Paziņojums par pensiju 2. līmeņa SEB ieguldījumu plāna “Rivjera” pievienošanu SEB ieguldījumu plānam “Safari”

Lai gūtu labāko iespējamo pārvaldīšanas rezultātu un vienkāršotu SEB pensiju plānu piedāvājumu, IPAS “SEB Wealth Management” 2013. gada 4. jūlijā uzsāks pensiju 2. līmeņa plāna SEB ieguldījumu plāns “Rivjera” (turpmāk tekstā – plāns “Rivjera”) pievienošanu SEB ieguldījumu plānam “Safari” (turpmāk tekstā – plāns “Safari”), par ko ir saņemta Valsts sociālās apdrošināšanas aģentūras (turpmāk tekstā – […]

25.04.2013

Eesti Krediidipank Latvijas filiāle uzsāk sadarbību ar “Finasta Asset Management” un turpmāk saviem klientiem piedāvās pieteikties 2.pensiju līmeņa plāniem

No pagājušā gada 20.decembra, AS Eesti Krediidipank Latvijas filiāle, paplašinot sniegto pakalpojumu klāstu, saviem klientiem piedāvā noformēt iesniegumu par valsts fondētās pensijas kapitāla līdzekļu pārvaldītāja un ieguldījumu plāna izvēli vai maiņu (pensiju 2.līmenis). AS Eesti Krediidipank Latvijas filiāle un IPAS “Finasta Asset Management” noslēgtā sadarbības līguma ietvaros, bankas klientiem tiks popularizēti Finasta pensiju 2. līmeņa […]


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