01
Individual PER
A retirement savings framework to be assessed according to your time horizon, your objectives and your tax situation.
Savings & retirement
Building tomorrow, without easy promises.
SmartMove can support you in reviewing an individual retirement savings plan (PER), life insurance and wealth advisory topics, within a brokerage and partnership relationship.
02
Life insurance
A versatile wrapper whose investment options, fees, availability of funds and taxation must be reviewed before any decision.
03
Wealth advisory
A review of your objectives in context, with no personalised advice before the necessary information has been gathered.
Risks and pre-contractual information
Unit-linked investments carry a risk of capital loss, borne by the investor. Past performance does not guarantee future performance. Taxation depends on your individual situation and may change. Before any subscription, you will receive the pre-contractual information and the documents required by the IDD (Insurance Distribution Directive).
Partnership: solutions may be reviewed with GENERALI / GENERALI PATRIMOINE under a brokerage or partnership arrangement. This relationship does not constitute an affiliation, exclusivity or a guarantee of acceptance.