HOW TO INVEST.

To invest in the Pension Fund, you can download the following documents and, once filled and signed, please send them (2 copies) together with your ID Card to the Headquarter Offices of Cross Capital EAFI, S.L. (C/ San Clemente, 24, 4ª planta, 38002 Santa Cruz de Tenerife). If you are already a Cross Capital client, it’s not necessary to fill the Individuals Questionnaire, either the ID.

1) Incorporation Bulletin
2) Individuals Questionnaire

Investment

The Incorporation Bulletin contains the data needed for the first time investment in the Pension Fund, and will only require the documents above mentioned.  Once filled and signed, please send them (2 copies) together with your ID Card to the Headquarter Offices of Cross Capital EAFI, S.L. (C/ San Clemente, 24, 4ª planta, 38002 Santa Cruz de Tenerife). If you are already a Cross Capital client, it’s not necessary to fill the Individuals Questionnaire, either the ID.  CASER will debit your account provided in the Incorporation Bulletin with the amount invested.

Transfer 

For the transfer of your consolidated rights, it’s necessary to be incorporated to the Pension Fund (please read the Incorporation Bulletin). In addition, you’ll have to fill and sign the Transfer Bulletin. Once filled and signed, please send them (2 copies) together with your ID Card to the Headquarter Offices of Cross Capital EAFI, S.L. (C/ San Clemente, 24, 4ª planta, 38002 Santa Cruz de Tenerife). To avoid difficulties, we recommend you to provide us with an official statement of the Pension Fund to be transferend. Cross Capital will take care of the process through CASER.

IF YOU NEED FURTHER INFORMATION, WE’LL GIVE YOU A CALL.

Please introduce your phone number so we can give you a call. Office hours: from Monday to Friday, from 8.30h am to 19.30h pm (GMT).

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