Our Values
Objectivity and independence
The company is not linked with a banking network or a fund manager. We select investment funds objectively and freely from a large number of different management firms in order to offer the best international investment fund under a single contract (over 550 funds).
The company's development is not based on the establishment of a network of exclusive sales representatives. This advantageous position enables it to employ a dynamic strategy which is open to all partnerships. Our distributors are free to point their clients in the direction of other investments or solutions that better meet their financial and patrimonial expectations.
Transparency and financial information.
Euresa-life considers provision of clear and continuous information to clients to be one of its fundamental missions. Accordingly, the company undertakes to provide you with all information pertaining to the contract (cost, types of operation, etc.) from the moment of initial contact and thereafter throughout the entire duration of same. You may also consult the description of funds in which you have invested on the company's website.
To this end, the company has set up a partnership with MorningstarTM which is one of the main suppliers of information on investment funds in the world. We are, therefore, in a position to provide you with reliable, up-to-date, qualitative and quantitative information on the investment funds that we propose.
Similarly, the company works together with its distributor partners in order to ensure that they can easily obtain reliable, up-to-date information from our website on investments and their clients. We also do everything we can to ensure that our partner is in a position to provide quality information and clear advice on our products.
Creativity
Explore new ideas, devise new concepts, develop new approaches, welcome new products, etc. With a view to remaining as close as possible to its principal aim – that of offering products and services that are increasingly close to client expectations – the company continuously seeks to renew and innovate.
Ethics
Our commercial development is devised only in strict compliance with insurance industry's rules of professional conduct. The importance which Euresa-life attaches to adopting ethical behaviour plays a significant role in contributing to the company's positive dynamic, excellent progress and the performance of our activities with the utmost respect for our clients' interests.