additional mandates for analysis/advice

  • Review of your financial provision: a mandate to analyse your financial security
  • Mortgage financing: a supplementary mandate to establish how to finance your mortgage at the best market conditions
  • Pension optimisation: a mandate to improve your pension provision relative to your total assets
  • Financial planning: a mandate designed to optimise your asset allocation through different investments
  • Review of your insurance situation: a mandate to analyse your insurance policies and risk situation. A review of your prevention and security provisions
  • Realisation: a mandate to contact insurers and implement the decisions taken during the review.