UNIT-LINKED FINANCIAL INSURANCE

Secure your future by investing today

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What are the benefits of Unit-Linked?

Diversification

These Insurance contracts linked to Investment Funds offer a variety of investment strategies tailored to different Client risk profiles.

Favorable tax regime

Maximization of tax benefits over 5 and 8 years, inheritance taxation, and inclusion of capital and real estate income.

Flexibility in long-term investing

Allows you to change your investment strategy without losing tax benefits.

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Find the solution for your goals

Reforma Ativa

Tailored investment

With 2 options: Life Cycle and Free Choice.

Deduce up to 20% in IRS

On the money you invest annually in your PPR.

Optimize your taxes

Reduce your tax rate from 28% to 8%.

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Easy Invest

Flexibility

Define and adjust your strategy with 3 risk profiles.

Life Insurance Coverage Included

Up to age 80, in case of accidental death.

Tailored investment

Choose between single or recurring contributions.

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Global Investment Insurance

Attractive Tax Benefits

Tax advantages when keeping the investment for 5 years.

Life Insurance Coverage Included

Up to age 80, in case of accidental death.

Withdrawal without Penalties

From the 4th year onwards, either fully or partially.

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Frequently Asked Questions

What else do you need to know?

These are our frequently asked questions.

It is an Insurance contract linked to Investment Funds, classified as a Structured Savings Instrument (ICAE).

Yes, it is possible to deduct 20% of PPR contributions from your income tax, up to a maximum of €300 or €400 depending on the subscriber’s age. However, this deduction competes with other income tax deductions — such as healthcare expenses and nursing home costs — and is subject to an overall limit that depends on the household’s income.

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