Protect your family and their financial wellbeing especially for the cases where you are no longer there.
The specific legal framework allows you to choose the beneficiaries that you want.
Thanks to the preferential tax treatment, you can derive certain benefits depending on your and/or your beneficiaries countries of residence.
Life insurance is a form of investment which combines the following characteristics:
Life insurance as an investment is now a prerequisite since it meets both financial and material objectives. You no longer have to choose between wealth creation and wealth transmission: life insurance offers the prospect attractive returns within a legal framework which facilitates wealth transmission.
You have been married for several years, in which country did you marry? Do you have a marriage contract? Is your contract still adapted to your personal and family life? Do you wish to make some amendments to your marriage contract?
Contact your relationship manager.
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Every company wants to be green, ethical, responsible, socially conscious etc. Is this possible? And does Sustainable and Responsible Investment really make a difference?
If you have followed the previous posts you are an advanced saver by now! If you have managed to set aside some spare savings that you will not need in the short term you should continue to read this article…
A share is a unit of ownership delivered by a capital company. Holding one of several shares (being a shareholder) means that you own a part of the company’s capital but you are not held personally liable for the company’s debts.