(Boursier.com) — Fund Channel, ‘BtoB’ fund distribution platformAmundi and Union Mutualiste Retraite (UMR), a company with an expert mission in retirement savings, announce the signing of a strategic partnership agreement in the areas of retirement savings and life insurance.
With this agreement, UMR will have access to the vast panel of 600 asset managers available on the Fund Channel platform, enabling it to diversify its offer of retirement savings investment solutions.
Created in 2002, the UMR offers retirement preparation solutions and manages 11.5 billion euros in assets (in market value) on behalf of its 374,436 members. An expert in retirement savings, the UMR has developed a range of PER (retirement savings plan) in line with the PACTE law, offering numerous Units of Accounts (UC).
This new partnership between the UMR and Fund Channel took effect in early 2022. The Fund Channel platform will now host PER solutions developed by the UMR. UMR offers a truly competitive retirement solution via multi-support individual savings contracts. Fund Channel also handles the collection and collection of commissions backed by the underlying funds.
Philippe Rey, Chief Financial Officer of the UMR declared: “Thanks to the flexible and modular approach of the services offered by Fund Channel to the UMR, we are improving the efficiency of our operational processes and the monitoring of our activities on the funds. for the benefit of our clients. This partnership shows how strategic the fund business is for us, with the objective of offering unique and comprehensive access to a wide range of investment funds through an innovative platform offering digital solutions across the entire investment value chain”.
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