Investment and Retirement
How to assess an Investment and Savings Insurance policy?
In addition to other factors, it is important to analyse the rate of return, the guarantee of the capital invested, the contribution amounts (and their frequency), the subscription charges and the early surrender and redemption fees.
How to choose the best solution for you
How to assess an Investment and Savings Insurance policy?
In addition to other factors, it is important to look at the rate of return, the guarantee on the invested capital, the contribution amounts (and their frequency), the subscription charges and the early surrender and redemption fees.
Key Benefits of Savings and Retirement Products
Security
A guarantee of the invested capital and a fixed interest rate throughout the entire term of the contract.
Tax advantages
Stamp duty exemption on capital payments in the event of death.
Tax advantages
More favourable taxation (in accordance with the tax regime in force).
Personalisation
The option to set up your own plan of regular contributions or a single contribution.
This does not exempt you from reading the legally required pre-contractual and contractual information.