Launched in October 2019, the retirement savings plan has now attracted more than 4 million savers, and many insurers, brokers and banks have launched their own PER. Some online players also allow you to receive a welcome bonus for opening a contract. Here are the June offers.
Like the financial bonuses paid to new customers who open a bank account or life insurance, the retirement savings plan is also sometimes the subject of promotional offers. However, the product being recent, the welcome bonuses are fewer and less frequent than for life insurance. Therefore, if you have decided to open a retirement savings plan, do not miss your chance.
Retirement : save by paying less tax. 11 contracts compared
In this month of June 2022, bonuses are rare. The online broker Assurancevie.com nevertheless offers up to 250 euros for the subscription of one of its two individual retirement savings plans. Regarding the Evolution PER contract, for a first subscription before June 22, 2022, it is possible to receive a bonus of 250 euros. To do this, you must perform a first payment of at least 3500euros, invested 30% in units of account at least in free management and/or in pilot retirement horizon management. The premium will be transferred within 60 days of the waiver period to the member’s bank account.
Subscribe Evolution PER
The Suravenir PER contract gives access to a 200 euro bonus in the event of subscription made before July 6, 2022. To receive this premium, the saver must make a initial payment of 3000euros minimum. If he opts for free management, this sum must be invested at least half in CUs. For retirement horizon management, all must go into units of account. The premium will be paid into a CU chosen by the customer (default, on Moneta Multi Caps C) in free management, or into their bank account, if they have opted for pilot management, within 60 days of the end of the waiver period.
Subscribe Suravenir PER
Up to 350 euros of management fees reimbursed
It is not a financial bonus per se, but the management company Yomoni reimburses the management fees for the transfer or the first opening of a PER before September 22, 2022. The higher the amount of the initial payment, the more Yomoni pays back the monthly fees charged. Thus, for a first payment of 10,000 euros minimum 25,000 euros, the saver is entitled to 3 months reimbursed. From 25,000 to 50,000 euros paid, the company reimburses 6 months. Finally, beyond 50,000 euros, the client receives 350 euros equivalent to management fees.
Reimbursement is made each month, in respect of the fees deducted the previous month, and it will start from the first full month following membership.
Yomoni PER Retreat