Union Bank Invest Plus

Union Bank Invest Plus is a systematic investment plan that allows you to save and enjoy the benefits of a secure future.

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Features and Benefits

  • Flexibility to invest monthly or as a lump sum
  • Investment options from a minimum of Rs. 100,000 to maximum of Rs.10 million
  • Guaranteed interest rate of 9% p.a. for the investment period (A.E.R. 9.41%)
  • Free online banking facility

Am I eligible?

  • Sri Lankan nationals over the age of 18 years

Investment Period

  • For monthly installment plans: A minimum period of 2 years to a maximum of 10 years
  • For lump sum plans: A minimum period of 6 years to a maximum of 10 years

Investment Plans *

Target Amount Rs. Monthly Instalment (Rs.)
2 Years 3 Years 4 Years 5 Years
100,000 3,791 2,412 1,726 1,316
200,000 7,581 4,824 3,452 2,632
500,000 18,951 12,060 8,628 6,580
1,000,000 37,901 24,119 17,256 13,160
2,500,000 94,752 60,298 43,140 32,900
5,000,000 189,503 120,595 86,279 65,799
10,000,000 379,005 241,189 172,557 131,597

*Subject to withholding tax and other taxes

*Terms and conditions apply

Documents Required

  • Completed Union Bank Invest Plus application
  • Copy of National Identity Card/Valid Passport
  • Copy of a recent utility bill/bank statement to establish residential address
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