The management company Inter Invest, specialist in investment capital and real estate tax exemption operations (dismemberment, Girardin), is launching into retirement savings this autumn, by offering a new banking PER (in securities account), one one of the few on the market to be accessible by individual subscription – and not collectively through a company.
Available from €100 per month in scheduled payment or €1,000 in exceptional payment, the offer gives access to more than a thousand investment vehicles: live securities (CAC 40 and SBF direct), ETFs, UCITS , thematic funds, real estate, private equity, structured products and underlying cryptocurrencies…
“My PER” is offered in three management formulas: free, controlled and hybrid, a mode that allows you to combine controlled and free management with personalized recommendations, and according to different themes (sustainable, “conviction”, “balanced ETF” real estate). ..).
Scheduled capital outflow
Among the specific features of this 100% digital contract, it is possible to provide for a programmed capital outflow, on a quarterly, monthly or even weekly basis, according to unlimited splitting – terms that can be modified at any time.
On paper, the level of fees remains reasonable if we compare it to the market average, but it should be noted all the same that a fairly hefty performance fee of 10% is applied for managed management.