Documents

Retirement provision

Rules of operation of Allianz Bulgaria VPF

Rules of operation of Allianz Bulgaria MUPF

Rules of operation of Allianz Bulgaria MOPF

Rules of operation of Allianz Bulgaria VPFOS

Rules of operation of Allianz Bulgaria LLPF

Rules of operation of Allianz Bulgaria WPF

Investment Policy of Allianz Bulgaria VPF

Investment Policy of Allianz Bulgaria MUPF

Investment Policy of Allianz Bulgaria MOPF

Investment policy of Allianz Bulgaria VPFOS

Basic information to members of Allianz Bulgaria MUPF upon participation

Basic information to members wishing to resume their retirement provision in a universal pension fund

Basic information to members of Allianz Bulgaria MOPF upon participation

Basic information to members of Allianz Bulgaria VPF upon participation switching

Basic information to members of Allianz Bulgaria MUPF upon participation switching

Basic information to members of Allianz Bulgaria MOPF upon participation switching

Basic information to members of Allianz Bulgaria VPFOS upon participation switching

Information about the basic characteristics of a voluntary pension fund and participation therein upon retirment provision with personal contributions to Allianz Bulgaria VPF

Information about basic characteristics of a voluntary pension fund and participation therein upon retirement provision with Allianz Bulgaria VPF at the expence of sponsoring undertakings and other contributors under Art.230, para. 3, item 2-4 of SSC

Basic information to pension fund members upon retirement provision contract conclusion with Allianz Bulgaria VPFOS

Individual contract - Allianz Bulgaria VPF

Contract with another sponsoring undertaking - Allianz Bulgaria VPF

Contract with employer - Allianz Bulgaria VPF

Contract for supplementary mandatory retirement provision - Allianz Bulgaria MUPF

Contract for supplementary mandatory retirement provision - Allianz Bulgaria MOPF

Contract for supplementary voluntary retirement provision with occupational schemes - Allianz Bulgaria VPFOS

Pension contract - Allianz Bulgaria VPF

Contract for a deferred payment - Allianz Bulgaria VPF

Pension contract - Allianz Bulgaria MUPF

Contract for a deferred payment - Allianz Bulgaria MUPF

Pension contract - Allianz Bulgaria MOPF

Contract for a deferred payment - Allianz Bulgaria MOPF

Pension contract - Allianz Bulgaria VPFOS

Contract for a deferred payment - Allianz Bulgaria VPFOS

Application for participation in Allianz Bulgaria MUPF

Application for participation in Allianz Bulgaria MOPF

Application for participation switching in Allianz Bulgaria MUPF

Application for participation switching in Allianz Bulgaria MOPF

Application for account accumulation transfer in Allianz Bulgaria VPF

Application for account accumulation transfer in Allianz Bulgaria VPFOS

Application for participation resumption in Allianz Bulgaria MUPF

Request for participation switching application withdrawal and account accumulation transfer

Payment application in Allianz Bulgaria VPF

Payment application in Allianz Bulgaria MUPF and Allianz Bulgaria MOPF

Payment application from payment funds  

Digital service request application

Digital service denial application

Digital file access application

Complaint handling procedures and deadlines related to the activity of the Company and the pension funds under management.

Procedure for a digital file maintenance and access provision thereto

Rules for detecting and preventing conflicts of interests and for personal transactions of POD Allianz Bulgaria

Methodology for the calculation of nominal yield achieved and the investment risk rate in supplementary pension fund asset management with POD Allianz Bulgaria

Performance as at 29.03.2024

Allianz Bulgaria Voluntary Pension Fund - volume and structure by type of assets, in debt securities by issuers and in equities by issuers

Allianz Bulgaria Mandatory Occupational Pension Fund - volume and structure by type of assets, in debt securities by issuers and in equities by issuers

Allianz Bulgaria Mandatory Universal Pension Fund - volume and structure by type of assets, in debt securities by issuers and in equities by issuers

Allianz Bulgaria Lifelong Payment Pension Fund - volume and structure by type of assets, in debt securities by issuers and in equities by issuers

Allianz Bulgaria Planned Withdrawal Pension Fund - volume and structure by type of assets, in debt securities by issuers and in equities by issuers

Performance as at 31.12.2023

Allianz Bulgaria Voluntary Pension Fund - volume and structure by type of assets, in debt securities by issuers and in equities by issuers

Allianz Bulgaria Mandatory Occupational Pension Fund - volume and structure by type of assets, in debt securities by issuers and in equities by issuers

Allianz Bulgaria Mandatory Universal Pension Fund - volume and structure by type of assets, in debt securities by issuers and in equities by issuers

Allianz Bulgaria Lifelong Payment Pension Fund - volume and structure by type of assets, in debt securities by issuers and in equities by issuers

Allianz Bulgaria Planned Withdrawal Pension Fund - volume and structure by type of assets, in debt securities by issuers and in equities by issuers

Performance as at 31.12.2022

Allianz Bulgaria Voluntary Pension Fund - volume and structure by type of assets, in debt securities by issuers and in equities securities by issuer as at 31.12.2022

Allianz Bulgaria Mandatory Occupational Pension Fund - volume and structure by type of assets, in debt securities by issuers and in equities securities by issuer as at 31.12.2022

Allianz Bulgaria Mandatory Universal Pension Fund - volume and structure by type of assets, in debt securities by issuers and in equities securities by issuer as at 31.12.2022

Allianz Bulgaria Lifelong Payment Pension Fund - volume and structure by type of assets, in debt securities by issuers and in equities securities by issuer as at 31.12.2022

Allianz Bulgaria Planned Withdrawal Payment Fund - volume and structure by type of assets, in debt securities by issuers and in equities securities by issuer as at 31.12.2022

Performance as at 30.09.2022

Allianz Bulgaria Voluntary Pension Fund - volume and structure by type of assets, in debt securities by issuers and in equities securities by issuers as at 30.09.2022

Allianz Bulgaria Mandatory Occupational Pension Fund - volume and structure by type of assets, in debt securities by issuers and in equities securities by issuers as at 30.09.2022

Allianz Bulgaria Mandatory Universal Pension Fund - volume and structure by type of assets, in debt securities by issuers and in equities securities by issuers as at 30.09.2022

Allianz Bulgaria Lifelong Payment Fund - volume and structure by type of assets, in debt securities by issuers and in equities securities by issuers as at 30.09.2022

Allianz Bulgaria Planned Withdrawal Payment Fund - volume and structure by type of assets, in debt securities by issuers and in equities securities by issuers as at 30.09.2022

Performance as at 30.06.2022

Allianz Bulgaria Voluntary Pension Fund - volume and structure by type of assets, in debt securities by issuers and in equities securities by issuers as at 30.06.2022

Allianz Bulgaria Mandatory Occupational Pension Fund - volume and structure by type of assets, in debt securities by issuers and in equities securities by issuers as at 30.06.2022

Allianz Bulgaria Mandatory Universal Pension Fund - volume and structure by type of assets, in debt securities by issuers and in equities securities by issuers as at 30.06.2022

Allianz Bulgaria Lifelong Pension Payment Fund - volume and structure by type of assets, in debt securities by issuers and in equities securities by issuers as at 30.06.2022

Allianz Bulgaria Planned  Withdrawal Payment Fund - volume and structure by type of assets, in debt securities by issuers and in equities securities by issuers as at 30.06.2022

Performance as at 31.03.2022

Allianz Bulgaria Voluntary Pension Fund - volume and structure by type of assets, in debt securities by issuers and in equities securities by issuers as at 31.03.2022.

Allianz Bulgaria Mandatory Occupational Pension Fund - volume and structure by type of assets, in debt securities by issuers and in equities securities by issuers as at 31.03.2022.

Allianz Bulgaria Mandatory Universal Pension Fund - volume and structure by type of assets, in debt securities by issuers and in equities securities by issuers as at 31.03.2022.

Allianz Bulgaria Lifelong Pension Payment Fund - volume and structutr by type of assets, in debt securities by issuers and in equities securities by issuers as at 31.03.2022.

Allianz Bulgaria Planned Withdrawal Payment Fund - volume and structutr by type of assets, in debt securities by issuers and in equities securities by issuers as at 31.03.2022.

Performance as at 31.12.2021

Allianz Bulgaria Voluntary Pension Fund - volume and structure by type of assets, in debt securities by issuers and in equities securities by issuers as at 31.12.2021.

Allianz Bulgaria Mandatory Occupational Pension Fund - volume and structure by type of assets, in debt securities by issuers and in equities securities by issuers as at 31.12.2021.

Allianz Bulgaria Mandatory Universal Pension Fund - volume and structure by type of assets, in debt securities by issuers and in equities securities by issuers as at 31.12.2021.

Allianz Bulgaria Lifelong Pension Payment Fund - volume and structutr by type of assets, in debt securities by issuers and in equities securities by issuers as at 31.12.2021.

Allianz Bulgaria Planned Withdrawal Payment Fund - volume and structutr by type of assets, in debt securities by issuers and in equities securities by issuers as at 31.12.2021.

Performance as at 30.09.2021.

Allianz Bulgaria Voluntary Pension Fund - volume and structure by type of assets, in debt securities by issuers and in equities securities by issuers as at 30.09.2021.

Allianz Bulgaria Mandatory Occupational Pension Fund - volume and structure by type of assets, in debt securities by issuers and in equities securities by issuers as at 30.09.2021.

Allianz Bulgaria Mandatory Universal Pension Fund - volume and structure by type of assets, in debt securities by issuers and in equities securities by issueres as at 30.09.2021.

Performance as at 30.06.2021.

Allianz Bulgaria Voluntary Pension Fund - volume and structure by type of assets, in debt securities by issuers and in equities securities by issuers as at 30.06.2021.

Allianz Bulgaria Mandatory Occupational Pension Fund - volume and structure by type of assets, in debt securities by issuers and in equities securities by issuers as at 30.06.2021.

Allianz Bulgaria Mandatory Universal Pension Fund - volume and structure by type of assets, in debt securities by issuers and in equities securities by issueres as at 30.06.2021.

Performance as at 31.03.2021.

Allianz Bulgaria Voluntary Pension Fund - volume and structure by type of assets, in debt securiries by issuers and in equities securities by issuers as at 31.03.2021

Allianz Bulgaria Mandatory Occupational Pension Fund - volume and structure by type of assets, in debt securities by issuers and in equity securities by issuers as at 31.03.2021    Allianz Bulgaria Mandatory Universal Pension - volume and structure by type of assets, in debt securities by issuers and in equity securities by issuers as at 31.03.2021

Performance as at 31.12.2020.

Allianz Bulgaria Voluntary Pension Fund - volume and structure by type of assets, in debt securiries by issuers and in equities securities by issuers as at 31.12.2020

Allianz Bulgaria Mandatory Occupational Pension Fund - volume and structure by type of assets, in debt securities by issuers and in equity securities by issuers as at 31.12.2020    Allianz Bulgaria Mandatory Universal Pension - volume and structure by type of assets, in debt securities by issuers and in equity securities by issuers as at 31.12.2020

Performance as at 30.09.2020

Allianz Bulgaria Voluntary Pension Fund - volume and structure by type of assets, in debt securities by issuers and in equity securities by issuers as at 30.09.2020

Allianz Bulgaria Mandatory Occupational Pension Fund - volume and structure by type of assets, in debt securities by issuers and in equity securities by issuers as at 30.09.2020

Allianz Bulgaria Mandatory Universal Pension Fund - volume and structure by type of assets, in debt securities by issuers and in equity securities by issuers as at 30.09.2020

Performance as at 30.06.2020.

Volume and structure of investments by type of assets

Volume and structure of investments by type of assets of Allianz Bulgaria Voluntary Pension Fund as at 30.06.2020

Volume and structure of investments by type of assets of Allianz Bulgaria Mandatory Occupational Pension Fund as at 30.06.2020

Volume and structure of investments by type of assets of Allianz Bulgaria Mandatory Universal Pension Fund as at 30.06.2020

Volume and structure of investments in debt securities by issuers

Volume and structure of investments in debt securities by issuers of Allianz Bulgaria Voluntary Pension Fund as at 30.06.2020

Volume and structure of investments in debt securities by issuers of Allianz Bulgaria Mandatory Occupational Pension Fund as at 30.06.2020

Volume and structure of investments in debt securities by issuers of Allianzs Bulgaria Mandatory Universal Pension Fund as at 30.06.2020

Volume and structure of investments in equity securities by issuers

Volume and structure of investments in equity securities by issuers of Allianz Bulgaria Voluntary Pension Fund as at 30.06.2020

Volume and structure of investments in equity securities by issuers of Allianz Bulgaria Mandatory Occupational Pension Fund as at 30.06.2020

Volume and structure of investments in equity securities by issuers of Allianz Bulgaria Mandatory Universal Pansion Fund as at 30.06.2020

Performance as at 31.03.2020.

Volume and structure of investments by type of asset

Volume and structure of investments by type of assets of Allianz Bulgaria Voluntary Pension Fund as at 31.03.2020

Volume and structure of investments by type of assets of Allianz Bulgaria Mandatory Occupational Pension Fund as at 31.03.2020

Volume and structure of investments by type of assets of Allianz Bulgaria Mandatory Universal Pension Fund as at 31.03.2020

Volume and structure of investments in debt securities by issuers

Volume and structure of investments in debt secuities by issuers of Allianz Bulgaria Voluntary Pension Fund as at 31.03.2020

Volume and structure of investments in debt securities by issuers of Allianz Bulgaria Mandatory Occupational Pension Fund as at 31.03.2020

Volume and structure of investments in debt securities by issuers of Allianz Bulgaria Mandatory Universal Pension Fund as at 31.03.2020

Volume and structure of investments in equity securities by issuers

Volume and structure of investments in equity securities by issuers of Allianz Bulgaria Voluntary Pension Fund as at 31.03.2020

Volume and structure of investments in equity securities by issuers of Allianz Bulgaria Mandatory Occupational Pension Fund as at 31.03.2020

Volume and structure of investments in equity securities by issuers of Allianz Bulgaria Mandatory Universal Pension Fund as at 31.03.2020

2021

dummy Annual financial statement, annual operational report and report of the independent auditors of Allianz Bulgaria POD as at 31.12.2021

dummy Annual financial statement, annual operational report and report of the independent auditors of Allianz Bulgaria VPF as at 31.12.2021

dummy Annual financial statement, annual operational report and report of the independent auditors of Allianz Bulgaria MOPF as at 31.12.2021

dummy Annual financial statement, annual operational report and report of the independent auditors of Allianz Bulgaria MUPF as at 31.12.2021

dummy Annual financial statement, annual operational report and report of the independent auditors of Allianz Bulgaria WPF as at 31.12.2021

dummy Annual financial statement, annual operational report and report of the independent auditors of Allianz Bulgaria LLPF as at 31.12.2021

2020

Annual financial statement, annual operational report and report of the independent auditors of Allianz Bulgaria VPF as at 31.12.2020

Annual financial statement, annual operational report and report of the independent auditors of Allianz Bulgaria VPF as at 31.12.2020

Annual financial statement, annual operational report and report of the independent auditors of Allianz Bulgaria MOPF as at 31.12.2020

Annual financial statement, annual operational report and report of the independant auditors of Allianz Bulgaria MUPF as at 31.12.2020

2019

Annual financial statement, annual operational report and report of the independent auditors of Allianz Bulgaria VPF as at 31.12.2019

Annual financial statement, annual operational report and report of the independent auditors of Allianz Bulgaria VPF as at 31.12.2019

Annual financial statement, annual operational report and report of the independent auditors of Allianz Bulgaria MOPF as at 31.12.2019

Annual financial statement, annual operational report and report of the independant auditors of Allianz Bulgaria MUPF as at 31.12.2019

2018

Annual financial statement, annual operational report and report of the independent auditors of POD Allianz Bulgaria as at 31.12.2018

Annual financial statement, annual operational report and report of the independent auditors of Allianz Bulgaria VPF as at 31.12.2018

Annual financial statement, annual operational report and report of the independent auditors of Allianz Bulgaria MOPF as at 31.12.2018

Annual financial statement, annual operational report and report of the independent auditors of Allianz Bulgaria MUPF as at 31.12.2018