The company offers all financial information relating to investment funds it markets freely via its website. This means that your client can find the information he or she is looking for concerning his or her investment simply and easily.
In addition, Euresa-life sends its policyholders the detailed files on funds in which the client has invested at the same time as the investment confirmation.
Similarly, in the case of any major event that has an impact on a fund (absorption, merger, change of management policy, etc.), we will, of course, keep you informed but We also send mail to any of our common clients who are affected so that they can follow the evolution of their contract as well as possible.
As regards contractual documentation, the company does its best to provide policyholders with clear information on important elements of the contract (cost, modes of operation, modes of redemption, etc.).