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O'Rourke Fondos de Inversión in Guadalajara

Retirement plans

Did you know that individuals retiring under the AFORES system are expected to receive only between 20% and 35% of their last salary as a pension?

That is why O'Rourke Fondos de Inversión in coordination with Allianz Mexico, offers you a Personal Retirement Plan Retirement (PPR) that will help you reach your retirement savings goals and plan a peaceful future for you and the ones you love the most.

The Personal Retirement Plan (PPR) is the ideal instrument to build, starting today, the assets that will allow you to enjoy the retirement you deserve.

Advantages

The best option with
benefits real

Payments
direct

Simplify your transactions. Our Direct Payments service streamlines your investments for direct and secure financial management.

Fund it with
Debit or Credit

Invest easily and comfortably from your debit or credit card. Access to Investment Funds with comfort, building your wealth without complications.

Start with only
$2,000 mxn

Start your investment with as little as $2,000 MXN. Accessible and without barriers, take the first step towards your financial growth.

Earnings
Real

Experience genuine financial growth. Our investment strategies aim to provide real returns and build solid wealth.

Deductible from
taxes

Optimize your tax burden. Turn your investment into tax-deductible funds, maximizing tax benefits for a secure financial future.

Frequently Asked Questions

Minimum 18 and Maximum 99.

Flexibility to reduce contributions, access to 15 investment alternatives, liquidity alternatives as of month 19, tax benefits and loyalty bonus of up to 100%.

By credit card and checking account for monthly, quarterly, semi-annual and annual periods, deposits by check and transfer for semi-annual and annual periods.

There is no surcharge for installment payments as it is a savings contribution and not an insurance premium.

$1,500 pesos and up to $7,500 pesos

From 5 to 25 years old 

This is a benefit offered by the savings plan in which clients can stop their contributions for 12 months, this period is unique in the whole life of the plan. It is important to know that if you request a term of less than one year you cannot request the remaining months afterwards and to request it you must be up to date with your contributions.

Partial or total withdrawals can be made from the principal of the committed balance. The minimum withdrawal is $10,000.00 pesos with an early withdrawal charge of 1% of the total withdrawal.

Deductibility, deferral and exemption of taxes.

The full name, regardless of relationship or closeness to the beneficiary, as well as the percentage of the sum insured must be recorded, and the percentage of the beneficiaries must be 100%.

Art 151 is 65 years, Art 93 is 60 years and Art 185 is N/A.

BENEFITS

The savings plan offers

Flexibility

Molded to the customer's needs

Diversity

In portfolios in which the customer can invest in

Liquidity

With withdrawals before maturity

Trust

Backed by Group Allianz

Loyalty bonus

Up to 100% of your first year's contributions

Tax benefits

Deductibility, deferral and exemption

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