BPE Emeraude offers a broad range of financial support via “free management” and the “arbitrage mandate”. In particular, it responds to the expectations of clients who want to delegate the management of their policy through the “arbitrage mandate”. BPE Emeraude thus offers a choice of seven strategies (ranging from moderate to very high risk), three of which involve equities. Within “free management”, clients may in particular subscribe to the best French property funds (SCPI) on the market, including those of AEW Ciloger and Sofidy, as well as temporary EMTN-type (Euro Medium Term Notes) vehicles.
“The launch of this new product is the fruit of a strengthened partnership between CNP Assurances, BPE and La Banque Postale, which we are proud of and which looks set to have a bright future”, says Catherine Charrier-Leflaive, Deputy Chief Executive of Retail Banking and Insurance at La Banque Postale.
“In the current environment of low and negative rates, BPE Emeraude enables our wealth management clients to benefit from a broad and diversified investment universe, and to choose from three management options that take into account their risk appetite and objectives. This new policy is now available across the BPE network”, explains Aurélie Tristant, a member of the BPE management board in charge of development.
“BPE Emeraude offers wealth management clients the opportunity to diversify their savings, with numerous options to meet their various needs. In addition, CNP Assurances has developed dedicated digital tools that enable BPE advisors to complete directly online the insured’s subscription request as well as management tasks during the policy’s life, and allow clients who have chosen the paperless option to view in a secure space the savings of their contract and the communications relating to the life of the policy such as the annual financial report at any time” comments Martine Vareilles, director of CNP Assurance’s La Banque Postale partnership business unit.