You and your advisor
The Euresa-life insurance contract gives you total freedom over the choice of funds and in the creation of your portfolio. You have entire freedom to determine your personal portfolio.
In order to do this, it is essential to define your investor profile and financial objectives clearly with your adviser.
Many of our clients, in close collaboration with their financial adviser, find this a genuine source of added value as it enables them to allocate their funds while remaining at all times as close as possible to their investment objectives.
In order to help you with this and ensure the range we offer is as clear as possible, we propose a simple clear classification system which enables you quickly to identify the various categories of funds.
We also provide you with essential information on each fund enabling you to assess the degree of risk, its past performance and its reference index. Finally, if you wish to have full information, detailed fund files are available on the Company's website.