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 8% p.a. for the investment period (A.E.R. 8.3%)
  • 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 3,831 2,451 1,763 1,352
250,000 9,576 6,127 4,407 3,380
500,000 19,153 12,253 8,814 6,760
1,000,000 38,305 24,506 17,629 13,520
2,500,000 95,763 61,266 44,072 33,799
5,000,000 191,526 122,532 88,144 67,598
10,000,000 383,053 245,063 176,287 135,196

*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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