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Investment details
Do you already have a Life insurance policy ?
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What is you financial aim ?
*
:
Pass your estate
Plan your retirement
Supplement your income
Maximize your capital
What is your investment horizon?
*
:
4 years and under
4 to 8 years
8 to 12 years
More than 12 years
What is your residence status in France ?
*
:
permanent residence (>6 months)
temporary residence (<6 months)
When would you like the insurance to start ? :
How much does your investment represent in your wealth ?
*
:
Main investment (more than 50% of your wealth)
Diversification (from 20% to 50% of your wealth)
Marginal investment (under 20% of your wealth)
What kind of investment growth do you want ?
*
:
A moderate and regular growth rate
A higher but less regular growth rate
A strong but irregular growth rate
How much is your initial investment ?
*
:
Between €15,000 and €30,000
€30,000 and over
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