Investment

shutterstock_53372701Pension Plan : 4.5 % Life-Time Guaranteed

Invest in this new and revolutionary Pension Plan. A classic insurance plan with a choice of fully secure to equity investment. Relative stop loss and relative reinvestment.

At any time you mal choose to guaranty a 4.5 % Life-Time Income by 65 yo.

  • Your money remains always available
  • Capital Gain Tax decreasing upon duration of the plan
  • No inheritance duty up to 152,500 euros per beneficiary

 

Insurance Saving Planshutterstock_72546454

Invest your money in a French Insurance Saving Scheme :

  • Your money is always available
  • Capital Gain Tax decreasing upon duration of the plan
  • No inheritance duty up to 152,500 euros per beneficiary

Euro Funds : 100 % secure investment with ratchet effect on your capital and all accrued interest.

3.0 % in 2012 adn 2013, 3.3 % in 2011, 3.5 % in 2010

 

Internatioshutterstock_71403178naly Diversified Unit

Invest in a mixed equity and bond fund with a maximum 50% exposure to international equities. Its flexible approach allied to strategic risk management gives it the capacity to generate performance in all climates.

It is emphasizing capital preservation over the medium term, through active management in an investment universe as large as possible. Its recommended minimum investment horizon is 3 years.

Average yearly performance over last 3 years : 5.4 5 %