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Savings, life insurance and retirement questionnaire

Your savings project, in five minutes.

Answer what applies to you: only your contact details are required. This questionnaire prepares our meeting; your investor profile will be confirmed with your adviser before any subscription.

Fill it in online (5 min) Download the PDF
Savings, life insurance and retirement questionnaire, ASSUDIRE
5 stepsabout 5 minutes
Step 1 of 5 · Youabout 5 min left

* Only your contact details are required

1. You
You1 / 5

The policyholder.

Why? Your contact details are used to call you back and to draw up the study in your name.

Title
Marital status
Status
2. Your project
Your project2 / 5

What these savings should achieve for you.

Why? The goal and the horizon decide the product: life insurance, retirement plan or investment.

Project
Goals
Time horizon
€
€ / month
Tax resident in France
3. Your assets
Your assets3 / 5

Rough figures are enough.

Why? To advise savings that fit your whole situation.

€ / year
Marginal tax rate
€
€
Products already held
4. Your attitude to risk
Your attitude to risk4 / 5

A first idea; we will confirm it together.

Why? The longer the horizon, the more a share in unit-linked funds can make sense.

If your savings fell by 10 %
Knowledge of financial markets
Profile considered
Options
Start date
5. Documents to attach
Documents to attach5 / 5

Photos or scans are fine.

Why? With these documents, the study is complete from the first meeting.

This questionnaire commits you to nothing. Before any subscription, your adviser records your demands and needs and confirms your investor profile with you, as the regulations require.

See life insurance (in French)

Reply within 24 working hours · No obligation · You receive a copy of your request

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