| SOGELIFE
WEALTH MANAGEMENT PRODUCTS
Société Générale's
specially designed products, available through SOGELIFE policies,
offer non-resident customers significant advantages in their
tax and succession planning, all within the framework of fully
comprehensive and flexible insurance contracts.
A range* of
insurance solutions has been devised to fully cater for the needs
of non-resident customers :
• Sogelife
Investment, for customers whose normal place of residence is
outside the Insurance Single Market,
• Sogelife
Investimento, for customers whose normal place of residence is
Italy,
• Sogelife
Inversion, for customers whose normal place of residence is Spain,
• Sogelife Privilège, for customers whose normal place of residence is
Belgium.
*
These are the policies currently available. Other solutions
adapted to your own personal situation can be found. Please
feel free to discuss these with your Société Générale
wealth management advisor.
By
taking out a Sogelife policy, you, the customer, have in
your hands an innovative and flexible product.
Two types
of fund management are on offer :
• HORIZON
MANAGEMENT, used for optimising fund management towards
reaching an investment horizon or the implementation of a given
project: the split of assets varies from year to year by reference
to an allocation grid drawn up Société Générale
group financial experts depending on the time left to run up to the term fixed
by the customer. The grid is designed to bring maximum performance to the capital
invested depending on the chosen horizon.
• FREE
MANAGEMENT,
ensuring freedom of choice amongst a selection of investment funds out of
a full range of more than 70 funds drawn from various business sectors (emerging
technologies etc), geographic areas (Europe, Japan, USA etc) and management
styles: the customer has complete freedom in selecting the funds and asset split:
it is the customer who chooses the right moment to carry out any fund switching.
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