BoursoBank dedicates new life insurance to its heritage clients

BoursoBank pursues its strategy of diversifying its activities by focusing this time on enriching its affinity offer, particularly for high-end and heritage clients. On the margins of its offer BoursoFirst, the online bank thus unveils BoursoVie Lux, a life insurance offer as affinity as diverse.

FACTS

• Baptized BouroVie Lux, BoursoBank's new offer is therefore integrated directly into BoursoFirst to meet the savings needs of the high-end customers of the online bank.

• This offer takes the form of a 100% FAS (Specialised Insurance Fund) Luxembourg life insurance contract. It is only intended for heritage clients as it is accessible from 150 000 euros.

• In the form it offers a 100% digital experience to its users and thus respects the BoursoBank model.

• In essence, it is also keeping BoursoBank's promises by posting a tariff presented as one of the lowest in the market. It does not charge any entry, account keeping, payment, redemption or additional intermediary fees. Annual management fees are set at 0.65%.

• Its Luxembourg model also allows customers to benefit from capital protection without limit of amount.

• Customers interested in this offer will be able to make investment choices between nearly 4,000 media including French, European, American shares, and more than 1,000 UCITS from more than 60 management companies.

• BouroVie Lux will then be further enriched with a fund in euros, Private Equity and structured products.

ISSUES

• Complete your offer : BoursoBank presented for the first time in December 2024 BoursoFirst as a new offering of exclusive products and services specifically for heritage clients. The latter is thus enriched today with a savings solution in the form of life insurance that is just as affinity.

• Capitalizing on the power of a group : This new contract is proposed in partnership with Sogelife (Société Générale Assurances).

PERSPECTIVE

• By complementing today's offer to the heritage clientele, BoursoBank underlines its ambition to become more widely a financial alternative to all potential customers.

• The Online Bank has succeeded in establishing itself, more than as an alternative, as a major banking player in the French market. Its strong client base is expected to have 8 million accounts by the end of 2025. She would then get a little closer to the level of her parent company and historical bank of the French square, Société Générale.

• And it is precisely to achieve its objectives that BoursoBank Multiply today its services and offers to all potential targets.

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