The online broker Assurancevie.com currently markets two individual retirement savings plans (PER), enabling new subscribers to benefit from an attractive welcome bonus.
Assurancevie.com, an online broker since 2010, distributes savings products from JDHM Vie (JDHM group), and mainly life insurance policies. It collaborates with renowned insurers, enabling it to offer savings solutions suitable for everyone and at the best price. Assurancevie.com also markets retirement savings plans, which currently allow you to benefit from a welcome offer. New customers can receive up to 300 euros in premium for subscription in the event of first subscription to the Suravenir PER contract, and up to 200 euros for Evolution PER.
Up to 300 euros with Suravenir PER
By subscribing for the first time to the Suravenir PER contract until November 5, 2022, it is possible to benefit from a bonus of 300 euros. The broker leaves the subscriber the freedom to choose his management mode (free or pilot), but conditions the premium on the initial payment of at least 4000 euros on the contract. In addition, when the free management mode is chosen, this amount must be invested at least 50% in units of account. On the other hand, in pilot management, the entire investment must be made in UA.
Open a Suravenir PER contract
The premium is paid into the current account within 60 days after the period of possible renunciation of the contract in the event of pilot management. For free management, the sum will be paid into a unit chosen by the saver, or failing that, into EdR SICAV EURO SUSTAINABLE EQ A EUR.
Suravenir PER allows you to manage your policy online, gives you the choice between more than 300 unit-linked products, a fund in euros (Suravenir Rendement PER) and applies reduced rates. Indeed, there are no entry, arbitration or payment fees. Annual management fees are set at 0.60% for unit-linked units and 0.80% for euro funds. It should also be noted that the fund in euros returned 1.5% in 2021. Payments can be free (from 1000 euros), as scheduled (from 100 euros per month).
Details of the Suravenir PER offer
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Evolution PER, 200 euros bonus on opening
In the same dynamic, Assurancevie.com offers new subscribers to its Evolution PER contract to receive 200 euro bonusuntil October 12, 2022. This time, the saver will have to opt for a defined management mode, progressive management, and pay at least 3000 euros the opening.
Open an Evolution PER contract
Insured by Abeilles Assurances (formerly Aviva), it gives access to 115 UC and a fund in euros yielding 1.66% in 2021 (the Euro Fund Abeille RP Garantie Retraite). Two management modes (free, evolutionary) are available, Evolution PER also allows its investors to combine the two managements. Just like the first contract mentioned, the Evolution PER fees are competitive: there is no invoicing on payments and arbitrations, the management fees are set at 0.60%, both for the UC and the fund. euros. As for the payments made on the contract, like most PERs, they can be one-off (500 euros minimum) or scheduled (50 euros minimum).
The Evolution PER contract