Services for investment professionals

A flexible and tailor-made offer

Independant and objective advisory services

Independant and objective advisory services

We rely on our solid understanding of the life insurance market to provide our partners with tailored solutions. We negotiate new partnerships with insurance companies on a regular basis to expand the range of policies we can offer.

  • Multi-support and multi-manager policies (over 1,200 financial vehicles listed and access to more than 10 traditional euro-denominated funds and several Euro-Dynamique funds)
  • Policies offering financial management or advisory services from an asset allocation expert
  • Personalised management policies ("mandate" management)
  • Luxembourg-based policies; policies which can be adapted to the policyholder's country of residence
  • Policies with revenue/returns guaranteed for life (variable annuities)
  • Discretionary management policies (automatic underwriting)…
  • Life insurance policies (credit cover, key person, personal retirement, long-term care, etc.)
  • Differed profit-sharing policies
  • Life-Generation policies (Vie-Génération)
  • Euro-Growth policies (Euro-Croissance)