Combine the advantages of professional wealth management and life assurance
Pass on your wealth, prepare your retirement, protect your nearest and dearest, optimise the tax impact of your investments… and benefit from all the flexibility needed to respond to the developments in your financial situation?
At KBL, you can combine the advantages of professional wealth management with the advantages of life assurance with the help of really flexible solutions.
Part of the VITIS FlexiPatrimonium policy developed with our partner VITIS Life, these are solutions to most of the problems encountered in wealth and estate planning (see article on the right).
Multi-support solutions from EUR 50 000
The VITIS FlexiPatrimonium Multi-support solutions are available from EUR 50 000. They are characterised by their ability to:
- adapt to your investor profile;
- be combined with one another;
- evolve, fee-free, throughout the life of your contract to adapt to your situation.
“Bespoke” solution in the form of a dedicated fund from EUR 500 000
Starting from EUR 500 000 the "Bespoke" solution lets you pay your premium by contributions from your existing securities-portfolio. Depending on the strategy defined with your account officer, your portfolio could be preserved in whole or in part and be the object of professional bespoke management in the fiscally advantageous framework of life assurance.
For more information, call +352 4797 2272. You can also order or download our VITIS FlexiPatrimonium brochure by clicking on the link in the right-hand column.