OneLife, non-traditional assets’ expertise in life insurance

The current demand of our partners for non-traditional investments has enabled them to revitalise their portfolio, with growing interest in internal dedicated funds (IDF) or Specialised Insurance Funds (SIF). The Luxembourg insurance regulator [Commissariat Aux Assurances] allows a very competitive and flexible range of options in terms of the types of underlying investments within a […]

More

What you should expect for 2018 regarding Flat Tax, IFI, CSG ?

After a rocky legislative process, Emmanuel Macron’s campaign promise comes with a series of reforms affecting the taxation of movable assets. This is an overview of the new tax landscape in France, including the life assurance regime: Objectives and legislative path Tabled on 27 September 2017 the Finance bill for 2018 presents the far-reaching reforms […]

More

Unit-linked life insurance as a wealth planning solution for Peruvian investors

What is a unit-linked insurance contract? A “unit-linked” product is an insurance contract under which the policyholder bears the full investment risk of the underlying financial assets of the policy. Therefore, under “unit-linked” products, the performance of the investments is not guaranteed by the insurance company in the short-, medium- or long-term. The “unit-linked” product […]

More