You invest in securities or real estate, including foreign assets
Investments generate documents of legal and financial value.
Order in your documentation lets you control funds, settle taxes and secure property rights. Investments can take many forms - from real estate, through securities, to cryptocurrencies and gold - which requires careful documentation of every component of your wealth.
From the expert
„Investing is not just buying assets - it is also the documentation that confirms the owner’s rights and position. In practice I see that missing contracts, powers of attorney or digital keys very often mean the investor is simply taking on additional risk."
A list of documents and materials worth preparing
As originals and as digital copies.
- 1 Title deeds to real estate - domestic and foreign, together with confirmations that tax obligations have been met
- 2 Agreements for shares in companies as a passive investor
- 3 A brokerage account agreement in Poland and abroad
- 4 Death dispositions for bank and credit-union (SKOK) accounts
- 5 A death disposition within investment funds (TFI), IKE and IKZE
- 6 A registry-account agreement for treasury bonds
- 7 Keys and access details for cryptocurrencies and investment platforms
- 8 Insurance policies of an investment nature
- 9 Information about where physical assets are kept, such as gold or other valuables
- 10 A will containing dispositions concerning securities
Interested?
Explore other scenarios
You fear the outbreak of war or a major disaster
A situation that can completely destroy your resources - document originals, equipment and data media.
Read more
You’re developing your qualifications
Without full documentation of your qualifications, even a big investment in development may not pay off.
Read more
You’re planning to grow your family
A stage that calls for documents, planning and safeguards - for parents and child.
Read morePricing
Choose the plan that fits your needs
Sejf Życia - security, order and peace of mind for the price of a coffee.
Billing frequency
billed monthly
29,90 zł per month
Lowest price in the last 30 days: 29,90 zł
Available payment methods
- Payment card
Billing frequency
billed every 1 year
Save 33%
19,90 zł per month
when paying 238,80 zł for 1 year
Lowest price in the last 30 days: 238,80 zł
Available payment methods
- Payment card
- BLIK
- Online transfer
Billing frequency
billed every 3 years
Save 53%
13,85 zł per month
when paying 498,60 zł for 3 years
Lowest price in the last 30 days: 498,60 zł
Available payment methods
- Payment card
- BLIK
- Online transfer
All prices include VAT. Payments handled by the secure provider PayU.
Create your safe today!
It’s best to start with a single document from the list above. It will take you a few minutes, and your family will receive exactly what they need, exactly when they need it.