To find the information on your fund unit, select Policies from the Web Service’s top menu. From the Policies page, choose the name of your personnel fund under the heading Personnel funds. After this, you will be directed to view your personnel fund data.
You can view your fund unit information and the savings accrued for you in the fund on the Web Service.
Your fund unit information is updated annually. The value date for the fund is available on the ‘Fund’s key dates’ list. The updated fund unit information is released annually as soon as the fund’s financial statements have been approved at the annual meeting.
You can view your fund unit’s development in the graph. Underneath the graph is more detailed information on the bonuses paid into the fund and a calculation of events over five years.
A link to the fund’s by-laws can be found under your fund unit data, at the bottom of the page.
Making a funding notification is easy on the Web Service. If a separate notification of your bonuses’ funding is required, you will be notified of the start of the notification period by email or text message.
When the funding notification period is underway, you will be sent a notification on the Web Service under the heading ‘Submit notification of the funding of your bonus’. Under the heading, you can access the funding notification and see when you need to make the notification at the latest.
Making a withdrawal notification is easy on the Web Service.
You can withdraw your accumulated funds once a year. You can see on the Web Service the size of your withdrawable fund unit and the dates for the withdrawal notification period. The dates for the withdrawal notification period will be updated on the Fund’s key dates list when they have been confirmed.
You can make a withdrawal notification under Notification of withdrawal. Update your account number and tax rate in connection with the withdrawal. 80 per cent of the withdrawn amount is taxable earnings, on which we withhold tax according to the additional tax rate.
Annually, Mandatum Life receives information on the fund members’ additional tax rates from the Tax Administration. If you would like to use the tax rate for earned income, you can send a tax card calculated for your personnel fund unit through Mandatum Life’s Web Service’s Messages section as an attachment to a message. If Mandatum Life does not have your tax rate information, we will withhold 60 per cent in tax.