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 Fund Manager like ATAG Asset
Management (Switzerland - Luxembourg) and ADEPA
Asset Management (Spain Luxembourg.
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 partners SE
BROKER one of the most famous Company of
Stock Exchange.
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 250.000
Net of investment, each subscriber can set up his
own Tailor Made contract. We distinguish 3
categories:
- Type
A: Investment between Euro 250,000 and
Euro 499,999
- Type
B: Investment between Euro 500,000 and
Euro 2,499,999
- Type
C: Investment up to Euro 2,500,000
With regard to the
dedicated funds of type C, 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.

EQUATUS INSURANCE BROKER S.A.
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 E-mail : info@equatus.com
SA au capital de 31.000 - R.C. :
Luxembourg B- 103 680
Responsabilité professionnelle auprès de AIG
Europe
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