LIFE INSURANCE:
TAILOR MADE SOLUTION / WEALTH
MANAGEMENT:
Following
the request of the market and the requirements of
its customers, Equatus signed agreements
with specialists in Wealth Management in
particular with independant Fund Manager or bank
having a real independant choice in
theirallocation in respect of the real client s
need.
Working
with these professionals give us the opportunity
to set up funds allocations according to your
profile, your degree of risk etc
.
Equatus
will find the best and the most adapted insurance
wrapped after an appointment with you in which we
will ask you some questions in order to find the
best solution for future.
Your
answers and your concerns and your wishes will be
analysed in order to find the most adapted funds
allocations. This search will be done with our
independant financial partners having a legal
European agreement.
Our
partners were selected for their professionalism
but also because their system and their working
method make it possible to answer to all requests.
For a classic life insurance contract or for a
Tailor made solutions including Wealth Management,
you will get the best service. All analyse are
made in following the actual legislation of your
country and the Luxembourg legislation on life
insurance in order to always give you the best
wealth recommendations
With Equatus,
you are allowed to get the best system of search
funds for your allocation. Since Euro 15.000, you
are able to profit of our IT system which is
usually reserved for high net worth individuals
who invest more than 10 million Euro.
In addition
to the traditional composition of a life
insurance contract, we can set up tailor made
solution including Wealth Management.
Luxembourg
is one of the uncontested leaders for set up
tailor made solutions. Its legislation makes it
possible to any subscriber to be able to get a
Wealth Management through a life Insurance
contract.
Since Euro
125.000 Net of investment, each subscriber can
set up his own Tailor Made contract. We
distinguish 4 categories:
Summary:
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Minimum Investment
for Tailor made solution
|
Minimum Investment
in the contract
|
Minimum Wealth
|
A
|
125.000 EUR
|
250.000 EUR
|
250.000 EUR
|
B
|
250.000 EUR
|
250.000 EUR
|
500.000 EUR
|
C
|
250.000 EUR
|
250.000 EUR
|
2.500.000 EUR
|
D
|
2.500.000 EUR
|
2.500.000 EUR
|
2.500.000 EUR
|
With regard
to the dedicated funds of type D, it is
stipulated the investments will have to respect
the specification in appendix I of the
Commissariat aux Assurances (C.A.A) circular
letter, but no limitation is imposed.
With this
great freedom of investment, it is possible to
set up in a life insurance contract shares of
your own company, real estate etc
We invite
you to contact us so especially if you want more
information or just if you want to discover how
we work and how with us you will be able to get
new resources of management which were only
solely reserved to high net worth individuals.
Please feel
free to contact us at any time if you require
more information.
31, Boulevard
Prince Henri L - 1724 Luxembourg
société de conseil en Ingénierie
Patrimoniale et de Courtage
dassurance.
Tél. : + 352 26 00 80 70 -Fax :
+ 352 26 00 80 78 Email : info@equatus.com
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