Specialised agent

Personalised guidance and care. You’ll be able to bring up any matter involving your finances with a professional, entirely at your disposal.

Your agent will also be backed by expert advisors in different fields (protection, savings-investment...) to be able to give you a service meeting your specific needs.

Always by your side

If your needs change or if you specifically ask for this, we will give you the chance to change your agent.

Comprehensive interview

At least every 12 months your agent will meet you to give you guidance in your financial planning and meet your needs on an overall basis. When the interview is over, you will always be given a personalised file with all the information that was dealt with.

Exclusive offer of products and services

Your agent will be able to give you guidance on exclusive differentiated advantages of products and services that may be of interest to you.

Personalised tax report

At the end of the year you will get a personalised report on tax benefits and deductions which may be of interest to you.

Being wherever you are 24 hours a day

You will be able to carry out your operations wherever you are whenever you like, over the Internet, the phone, the app or the Active Management service.

And of course we will also help you at our branches, at your home or your company.