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Investment Flexibility

Harnessing their specialist knowledge, Generali PanEurope aims to enrich the breadth of services that private banks can offer to their clients. Their core offering is a fully compliant, local language, portfolio bond developed specifically for the private banking market.
This solution offers an exceptional combination of investment diversity and tax advantages, coupled with a highly flexible framework that provides for effective and efficient financial planning. The policy has a highly adaptable structure and its underlying features have been designed to facilitate easy financial planning, allowing clients to adapt and control the make-up of their investments as their needs evolve over time.
A life policy structure also brings a range of advantages that enable more effective control of the future destination of clients’ wealth and is backed up by an open funds architecture providing clients with flexibility and a broad approach to investment.





