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• Management fees from 0.25% • Custodian fees from 0.06% • From €14.95 per share or ETF transaction
• Over 20 currencies • Equities and ETFs on 30 international markets • Funds in institutional units.
• Your assets deposited with Financial Group
• The protection of the "security triangle”
Life insurance is the tool of choice for wealth planning and capital protection. Available from €125,000, it combines perfectly with Financial Group online investment solutions.
Financial Group has been approved by the Commissariat aux Assurances (CAA) as a custodian bank for life insurance contracts, and works with all leading insurers. Financial Group is not a life insurance broker for these contracts.
Your life insurance policy, when combined with a Financial Group account, gives you total control and flexibility over your investments. Manage your specialised insurance fund and choose the equities, ETFs, investment funds and currencies that make it up.
Assisted by your Independent Financial Adviser, you’ll have access to a broad investment universe including equities, international ETFs, institutional fund share classes and all major currencies. Benefit from direct online access and check your portfolio any time.
Management fees are deducted by the insurance company and cover the administrative processing of your contract, the financial management of invested capital, the sending of account statements, and the management of customer relations.
Your assets are deposited with Financial Group and are, therefore, segregated from the insurance company’s assets for an unrivalled degree of protection. Our annual custodian fees are only 0.06% (excluding tax).
Our investment transaction fees are identical to those of our securities accounts. Pay just 0.10% (minimum of €14.95) on purchases and sales of shares and ETFs on most stock markets such as Euronext, Xetra, NYSE and Nasdaq.
No entry, subscription or payment fees. And no arbitrage fees other than transaction fees. Get access to institutional unit trusts (without retrocessions) and benefit from the full performance of your investment.
As the leading online investment bank, our investment platforms give you real-time access to your portfolio and the financial markets.
Your assets are deposited in a separate account from the insurer’s assets and with a CAA-approved custodian bank that carries out regular checks on the insurer’s reserves.
In the event an insurer defaults, you may recover your assets ahead of the company’s other creditors. They include the government, social security bodies, shareholders and employees.
Applies the principle of tax neutrality, and does not impose any tax deductions on your policy. Your insurance contract is tax-compliant with the rules in your country of residence.
