AG2R La Mondiale
LA MONDIALE EUROPARTNER
Advantages


INTERNATIONAL POSITION
  • 1st European investment fund center in terms of assets under management
  • Strategic location and attractive environment in the heart of Europe
  • Diversified financial center recognized at an international scale
  • Specific expertise and unique know-how in Europe
  • Major player in the insurance and reinsurance sector 

TECHNICAL EXPERTISE PRODUCTS
  • Flexible and evolving regulatory framework and Luxembourg companies capacity for financial innovation
  • Wide range of investment products and investment of quality in line with the financial and economic objectives
  • Discretionary and individualized management for
       European demanding clients
  • Promotion of "best practices" increasing cohesion of the investors interests’ and the business sector
  • Focus on the digitalization of the insurance and reinsurance solutions

COMPLETE FISCAL TRANSPARENCY
  • Design and structuring of contracts closer to the expectations of investors
  • Flexibility in the asset management strategy
  • No taxation for Luxembourg non-residents
  • Application of the tax of the country of residence, with flexibility in case of mobility
  • No risks of tax non-compliance thanks to the new regulations (FATCA, CRS, etc.)
  • Compliance with legal provisions in the fight against money laundering and terrorist financing

OPTIMAL PROTECTION
  • Strong culture of investor protection
  • Monitoring and proactive control by the Commissariat aux Assurances (CAA)
  • Reliable protection system based on the "safety triangle" and the "great privilege" rather than a guarantee fund
  • AAA rating (Standard & Poor's, Moody's and Fitch) and stable regulatory environment
  • Safe and modern legal and regulatory framework in constant adaptation
  • Adoption of ethical codes that guarantee a strong commitment and a consistent practice of the profession from experts
  • Effective support during a change of country of residence