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Dreams come true step by step. Start with us.

Request a Systematic Investment Plan quickly and easily via UBB Mobile.

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Home SIP SIP in UBB Mobile

Investing is now easier with UBB Mobile

Systematic investment plan for the first time fully online

Without visiting a bank’s branch

All documents are being signed in a fully digital way

A secure and protected process

You save precious time

How to create SIP in 4 easy steps via UBB Mobile

01

Confirm fund - UBB ExpertEase Dynamic Balanced Fund in BGN or EUR - read the Key Information Document for Investors.

02

Set plan parameters – select an amount, which you will allocate each month, the date on which you will invest, an account from which the funds will be deducted. Give your dream a name – travel, peace of mind upon retirement, education.

03

Read and confirm documents - read the fund-related documents, the projected expenses, the General Terms, the Tariff, the Agreement, etc.

04

Sign with a click, fingerprint, face recognition or a PIN code.

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You have plans?
We have a plan.

SIP in UBB Mobile - Invest. You can.

Features of Systematic investment plan in UBB Mobile

  • You get the opportunity to allocate a certain amount according to your needs and expectations in UBB ExpertEase Dynamic Balanced (LEVA) and/or UBB ExpertEase Dynamic Balanced EUR. Find out the fund documentation here.
  • A long-term investment option – no fixed deadline.
  • You need not be knowledgeable about financial markets – a team of professionals takes care of and manages your investment.
  • Minimum investment amount 10 BGN or 10 EUR.
  • You set up your own investment plan on your own initiative without investment advice from UBB. That means we don’t assess whether the fund is a suitable investment for you and are unable to fully check whether you belong to the fund’s target market. Contact your UBB branch to learn more about getting investment advice from UBB.

Any questions?

How much time do I need to start an investment plan via my mobile device?

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It usually needs up to 11 minutes to complete the process.

What do I need in order to start a systematic investment plan via UBB Mobile?

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In order to start the process you need to meet several basic requirements:

  • To be a Bulgarian citizen aged over 18
  • To be a holder of a valid ID card
  • To have a mobile device with either Android or iOS operating system
  • To have access to Internet via your mobile device
  • To be an existing client of UBB

How much would it cost me to use the UBB Mobile app?

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Use of the UBB Mobile app is utterly free of charge.

What are the process-related steps?

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  1. Confirm fund

    UBB ExpertEase Dynamic Balanced Fund in BGN or EUR - read the Key Information Document for Investors.

  2. Set Plan Parameters

    Select an amount, which you will allocate each month, the date on which you will invest, an account from which the funds will be deducted. Give your dream a name – travel, peace of mind upon retirement, education

  3. Read and confirm documents

    Take a look at the projected expenses, the fund-related documents, the General Terms, the Tariff and the Agreement

  4. Sign the documents

    You can sign with a click, fingerprint, face recognition or a PIN code.

Whom should I refer to upon problems in the process?

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You can obtain immediate assistance by calling us at *7171 or 0700 117 17 or by visiting a UBB branch of your convenience. You can see all branches here.

I have started my systematic investment plan in UBB Mobile. Can I fully cancel it, should I wish to do so?

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Yes, if you have requested your investment plan via UBB Mobile, you can also cancel it there.

I need the funds from my investment. Can I request those via UBB Mobile?

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Presently there is no unit redemption option via UBB Mobile. You may request full or partial redemption of your investment by visiting a convenient for you branch of UBB.

What functionalities and options does UBB Mobile offer?

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You pay quickly and conveniently your utility bills, you order fund transfers to account, you monitor your available balance and transactions history, take advantage of the special offers for banking products and services we have made for you. This is only a small part of the functionalities, accessible via UBB Mobile. You can read all about UBB Mobile here.

How can I make changes to the parameters and stop my contributions to my systematic investment plan (SIP)?

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  • If you have set up your systematic investment plan (SIP) via UBB Mobile in UBB ExpertEase Dynamic Balanced in BGN or EUR, you can do it fully digitally via the app.
  • If you have set up your systematic investment plan (SIP) in a branch, you can make changes to the parameters and stop contributions in a branch.

Didn't find the answer to your question? Set it here.

Download the UBB Mobile app

All you need is a device on Android 6.0 or iOS 12 operating system (or higher versions).

The UBB Mobile convenience and security are ensured with an embedded software token and through face recognition, fingerprint reader or a PIN code upon login.

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IMPORTANT! This information contains marketing material and does not constitute investment consultation, advice, investment research or investment recommendation and should not be treated as such. The information is valid at the date of its issue and may change in the future. The value of the units of the collective investment schemes changes over time and may be higher or lower than the value at the time of the investment. No profits are guaranteed and there is a risk for investors not to refund the full amount invested. Therefore, it is advisable for investors to get acquainted with the specifics of the financial instruments in which they wish to invest and to assess how appropriate they are to meet their investment objectives and risk appetite before making an investment decision. The offered investment product concerns the purchase of units in a fund rather than any instruments, in which the respective fund invests in. Please, read the Key Investor Information Document and the Prospectus before investing. Upon request, you can receive a paper copy of these documents, free of charge, at all UBB branches, within their normal working hours with clients. Full and up-to-date information about the funds, offered by UBB, can be found at www.ubb.bg, in the section "Savings and Investments", on the website of KBC Asset Management NV - Branch www.ubbam.bg, as well as in the UBB branches, where you can get a personalized investment advice. A summary of your rights as an investor is available at the following hyperlinks, in Bulgarian and in English.