For legal entities
NT "OPF "Social Perspective" offers you to become an investor of the Fund and take advantage of all the benefits of the pension program. Pension program - a unique opportunity to stimulate employees without using significant resources because:
- The amount of pension contributions transferred in favor of employees refers to the gross costs of the enterprise (within 15% of the wages of employees). Thus, the tax base is reduced, but not more than the sum of the subsistence minimum for able-bodied population, multiplied by a factor of 1.4 (in 2015 this sum is 1710 UAH per month or 20 520 UAH per year - the social tax benefit).
- The amount of pension contributions transferred in favor of employees, are not included to the base of charges of mandatory social payments to payroll.
Contributions to NT "OPF" Social Perspective " in a cashless form are transferred on the basis of the pension contract.
If you decided to participate in the NT "OPF "Social Perspective", You need to do the following steps:
1. The owner (or authorized body by the founder) makes a decision of the participatio of the company in NT "OPF "Social Perspective". If necessary, our specialists are ready to make a presentation at YOUR enterprise on the private pension system and answer all YOUR questions, providing assistance in the development of pension program for YOUR company.
2. You are getting acquainted with the conditions of participation and pension schemes. For investors - legal entities, NT "OPF" Social Perspective "offers a choice of two pension schemes.
3. Between the administrator of the Fund and investor an Agreement on information exchange is concluded (hereinafter - Agreement) and the Instruction on Information Exchange, is signed, which is an essential complement to the Agreement of information exchange and defines the mechanism, timing and procedure for the exchange of information necessary for the proper performance of the contract.
4. For the conclusion of the pension contract. You are reporting to the administrator the number of chosen pension scheme and creating a list of employees for whom pension contributions are paid. In addition, you must provide the administrator of the Fund the following documents:
- investor profile;
- notarized copy of the certificate of registration of the company;
- notarized copy of the Statute of the company;
- notarized copy of the registration of the enterprise into the Unified State Register of Enterprises and Organizations of Ukraine;
- bank statement of current account of the enterprise;
- copy of the certificate of registration of the taxpayer (form number 4 - EPP), certified with the seal;
- copies of documents confirming the appointment of persons authorized to act on behalf of the company without authorization, certified with the seal;
- copies of documents confirming the appointment of the chief accountant, certified with the seal;
- copy of passports and identification codes of persons acting on behalf of the company, certified by their signature (head and chief accountant);
- copy of passports and identification codes of workers to whom private pension contributions will be made by the investor;
- primary roll personification of employees for whom pension contributions will be made to the Fund (form provided by the administrator).
- pension contracts;
- profiles of the participants.
- extract of the main provisions of the Statute of NT "OPF" Social Perspective ";
- copy of the pension scheme selected by the investor.
5. Based on the information about the chosen pension scheme and documents, the administrator prepares for signature:
Разом з примірником пенсійного контракту кожному учаснику також надаються: At the instance of the pension contract each participant is also provided with:
6. Conclusion of pension contracts for your employees who acquire the status of Members of the Fund.
7. Transfer of pension contributions in favor of employees in the amount and timing according to the chosen pension scheme.
8. Every time you recalculate pension contributions you provide administrator with the Statement of personification of pension contributions and the relevant supporting document for such information, certified with the signatures of the officials and the seal.
Contacts of the administrator of OPF "Social Perspective"
Теl.: 044 362 83 48
Теl.: 0342 527 408
More information is available at: http://acpo.com.ua/index.php?option=com_content&view=article&id=147&Itemid=10