insurance analysis mandate
In addition to the management mandate we offer the following services based on an analysis and consulting mandate.
- 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.