We offer a wide investment universe enabling us to define a strategy in line with each client’s investment horizon and risk sensitivity while also taking into account their asset situation.
Our financial offering, which is one of the most comprehensive on the market, has an open-architecture design to meet the diversification needs of wealth management clients.
- Delegating wealth management depending on the investor profile
- Allocation advice from the management company AG2R LA MONDIALE Gestion d'actifs
We work with asset managers and banks to design innovative investment vehicles
The response time is:
Our eligibility criteria are regularly updated to reflect changes in contractual requirements, regulations and your needs, in accordance with the Luxembourg Insurance Code and/or the Luxembourg Insurance Commission’s Circular Letter on investment rules for life insurance products linked to investment funds
We carry out a two-step, independent valuation of the structured products selected as unit-linked funds for our contracts. We also produce a special financial appendix summarising the technical features of those investment vehicles
" Our commitment: excellent service, a comprehensive offering and fast response times.
We do our utmost to meet our partners’ needs efficiently and in a professional manner. ”
Head of Actuarial Services, Products and Finance
We provide you with documents containing information about your savings products and their investment vehicles in accordance with the following obligations:
For your final investment, please see the list of investment vehicles in the financial appendix which your advisor will give you.
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