Coach Financier: a digital solution for arbitrage advice for your life insurance contract
Coach Financier - Vidéo
Better visualize your life insurance contract, thanks to a new digital presentation
Supporting our clients(2) in making their financial investment decisions in the context of their life insurance policies, anywhere, anytime: this is the objective of our new digital solution, Coach Financier. Available free of charge(3) on the mobiles and computers of our SGPB France clients, it offers a new dashboard, which allows them to visualize all their assets held within their life insurance contract. This new presentation is structured in a categorization by asset classes and sub-classes. Our clients can also view performance and risk indicators for their portfolio.
A punctual advice according to the market events...
In order to better assist our clients in their decision making, in case of market events, Coach Financier provides them with arbitrage advice. Sent by SMS and notification(4), this advice reflects the convictions and positions of our strategists, and is consistent with the client's investor profile, who can validate it or not from their Internet space(5).
... and regular information on financial market news
On a daily basis, Coach Financier also allows our clients to stay informed on the latest financial market news. Our investment strategy teams regularly provide our clients with publications that give them a more precise view of the macroeconomic environment.
Your Private Banker remains at your disposal if you need more information on this solution.
(1) Solution available within the framework of life insurance contracts.
(2) Solution subject to client and contract eligibility.
(3) Excluding arbitrage fees determined in the context of the client's life insurance contract.
(4) Application downloadable free of charge from Google Play and the App Store (free of charge excluding connection costs charged by your Internet service provider). Google Play is a registered trademark of Google Inc. App Store is a registered trademark of Apple Inc.
(5) Arbitrage are then charged according to the fees in effect on the contract.
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The present article, of an advertising nature, has no contractual value. Its content is not intended to provide an investment service, nor does it constitute investment advice or a personalized recommendation on a financial product, nor insurance advice or a personalized recommendation, nor a solicitation of any kind, nor legal, accounting or tax advice from Société Générale Private Banking France. The information contained herein is provided for information purposes only, is subject to change without notice, and is intended to provide information that may be useful in making a decision. The information on past performance that may be reproduced does not guarantee future performance.
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