As part of the OPERA Advantages, you benefit from some preferential rates :
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A discount on the management fees for our asset management mandates
R-INVEST: ADVICE ON-DEMAND
Regardless of your situation, your expectations and your risk profile, you can call on the services of a dedicated advisor to discuss your investment requirements. You will have access to the ‘investors hotline’ and a range of price reductions.
OPERA ADVANTAGE: 10% off the R-Invest management fee
R-CONSEIL: REGULAR ADVICE
Identified as an informed investor, you are directly involved in the management of your wealth. Thanks to the constant tracking of your investments in the various asset classes, your appointed specialist will regularly update you on developments with your placements and offer proactive advice on your investment choices. Your prior agreement is required for all suggested placements. You will also benefit from access to the ‘investors hotline’ and a range of substantial price reductions.
OPERA ADVANTAGE: 10% off the R-Conseil management fee
R-GESTION: DISCRETIONARY MANAGEMENT
If you don’t have the time or the information you need to track the increasingly complex financial markets, you can entrust the full management of your assets to your dedicated advisor. You can thus make your money work for you, in full peace of mind. Your capital is managed in line with your risk profile and the management strategy defined with your advisor. You will also have access to the ‘investors hotline’ and an array of substantial price reductions.
OPERA ADVANTAGE: 10% off the R-Gestion management fee
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A preferential borrowing rate on your current account with a payment card
As well as collecting OPERA points, which can be used to pay for your banker’s cards, you also benefit from a preferential rate.
OPERA ADVANTAGE: a 1% reduction on the borrowing rate usually applicable to a current account with a payment card.
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A discount on the subscription fees for the main SICAV funds.
For many savers, investment funds are an interesting alternative to traditional savings. They are a way of diversifying placements and provide an opportunity to benefit from financial market trends.
OPERA ADVANTAGE:
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30% discount on the SICAV LUX subscription fees
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30% discount on the SICAV Vontobel subscription fees
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30% discount on the SICAV Union Invest subscription fees