(Sponsored article) WeSave Patrimoine is a life insurance policy insured by Suravenir, the life insurance subsidiary of Crdit Mutuel Arkea. WeSave offers a welcome offer until July 31, subject to conditions, for a first subscription.
WeSave Heritage life insurance (1) is distributed exclusively by fintech WeSave. This policy is insured by Suravenir, the life insurance subsidiary of Crédit Mutuel Arkea.
10 management mandate profiles are offered in order to best meet the needs of savers. This profile is determined during a customer journey that can be carried out completely independently or with the support of a wealth management advisor.
The most defensive profile (P1) contains between 45 and 50% euro funds, and this proportion decreases to reach 100% allocation in units of account not guaranteed in capital with the P10 profile.
The unit-linked portion is invested exclusively in index funds (or ETFs), products presenting the risk of capital loss. These media have the advantage of offering relatively low fees to savers (0.22% on average at WeSave)
Net annualized performance since the creation of the management profiles of the arbitration mandate as of 03/31/2023.
Past performance is not indicative of future performance. Units of account offered under the WeSave Patrimoine contract (1) depend on fluctuations in the financial markets and present a risk of capital loss.
WeSave is currently offering a welcome offer from June 30 to July 31, 2023 under conditions (2) from a first subscription to a WeSave Patrimoine life insurance policy (1) or WeSave Capi Heritage (1) in a management mandate for a minimum amount of 5,000 euros invested 55% to 100% in units of account which present a risk of capital loss.
This offer provides for the reimbursement of 3 months of management fees (contract + mandate) which will be applied to the unit-linked part (excluding funds in euros). To take advantage of this offer, simply enter the code WeMoney23 during the subscription process.
(1) WESAVE Patrimoine is a multi-support type individual life insurance contract and WESAVE Patrimoine Capi is a multi-support type individual capitalization contract managed by Suravenir, a mixed company governed by the Insurance Code, a Socit Anonyme Management Board and Supervisory Board at the fully paid-up capital of 1,235,000,000, whose head office is located at 232 rue Gnral Paulet BP 103 – 29802 Brest Cedex 09, SIREN 330033127 RCS Brest. The supervisory authority for Suravenir is the ACPR (Authorité de Contrle Prudentiel et de Résolution), 4 Place de Budapest 75436 PARIS Cedex 09. The key information documents for the WESAVE PATRIMOINE and WESAVE PATRIMOINE CAPI contracts contain essential contracts. You can obtain these documents from Suravenir or by visiting the suravenir.fr website.
(2) offer valid from June 30 to July 31, 2023 inclusive for the opening of a WeSave Patrimoine life insurance contract or a WeSave Patrimoine Capi capitalization contract, i.e. for the first investment with an initial payment of a minimum amount of 5000 invested from 55% to 100% in units of account which present a risk of capital loss according to the profile of the arbitration mandate chosen. The policyholder will receive a reimbursement equivalent to the management fees (contract + mandate) which will be applied to him on the unit-linked portion (excluding funds in euros). The reimbursement can go up to the limit of 350 for an initial payment greater than 100,000. The reimbursement will be paid no later than January 2024 to the current account linked to the customer’s WeSave Patrimoine life insurance contract or WeSave Patrimoine Capi capitalization contract. at the time of his accession. As a reminder, past performance is not indicative of future performance. Publicity material with no commercial value