Insurance solution aimed at clients with high net worth.
It consists in the transfer of certain assets to a dedicated account, secured by an insurance policy. The transferor of the assets becomes the policyholder and holder of the policy and the insurance company issuing the policy the legal and beneficial owner of the assets transferred.
As defined by the contract underlying the policy, the policyholder and/or third parties indicated by the policyholder may be named beneficiaries of the policy.
Within the legal framework of the Freedom to Provide Services for Portugal, Amplitude Seguros has established, for this type of insurance policy, specialised business partnerships with the Life Insurers Baloise - Luxembourg (www.baloise.com) and with the Insurer Lombard - Luxembourg (www.lombard.lu).
For further information, contact Amplitude Seguros.
Advantages
Main advantages of this type of solution:
Advantages in asset management
Advantages in asset protection and protection of the Policyholder
Tax efficiency
For further information, contact Amplitude Seguros.
The information contained in this website is merely indicative. The rights and obligations of the parties are defined in the Proposals, Conditions Special and General applicable terms of the respective insurance policies contracted.
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