We have been operating since 1971 and our team of portfolio managers is highly experienced in coping with the constant changes and challenges in the markets.
Our provident and advanced training funds are administered by a team of seasoned portfolio managers with a proven track record in managing long - term investments.
You can either invest your money in index - tracking instruments or let our experienced portfolio managers look after your investments.
For us the thousands of clients saving for their future through our provident and advanced training funds are the most important asset of all and we are therefore committed to delivering a quick, professional and courteous service.
We now manage over NIS 40bn* in assets in our provident and advanced training funds.
The forms you need to manage or execute transactions in your account can be downloaded here. You will need a PDF reader to open these files and print them. Please complete the forms according to the instructions and send them back to us.
You can borrow money interest free against the accrued savings in your provident or advanced training fund account, and still retain all your rights.
You have a personal center online which you can log onto and keep track of your accounts and fund investments. The signing up process is quick and simple and once you have joined you will be able to keep track of your accounts on our secure site.
It is advisable to keep your contact details up – to – date and inform us of any changes so that we can stay in touch with you and enable you to make informed decisions about your investments.
We have listed below the most commonly asked questions about provident and advanced training funds
• Withdrawal of funds from the account of a saver who has died
• Tracing of accounts
• Unification of fund investment strategies (March 2015)
Here employers can find all the information they need to safeguard the rights of employees with accounts at IBI Gemel
We have listed below the most commonly asked questions about provident and advanced training funds.
A three-session introductory seminar on IRAs
Periodical conferences and workshops on current market issues and financial tools
Dealing room manned by a competent broker team available during both Israel and US trading hours
State-of- the art trading platform
Dedicated help desk and client support service for IBI IRA investors
Provident and advanced training fund investment options available