Especially designed for savers wishing to invest in unit-linked products that minimise their risks in a context of fluctuating financial markets.
Especially designed for savers wishing to invest in unit-linked products that minimise their risks in a context of fluctuating financial markets. Aviva, a major player in life insurance and long-term savings, asset management and non-life insurance, is launching Aviva Lisséo Duo Septembre 20111, a product that allows savers to invest gradually in share markets while securing up to 70% of their investment.
Every investor will find something that meets his or her investment needs in this new offer from Aviva: flexibility in the choice of funds, progressive investment in markets and partially-secured saving...
With Aviva Lisséo Duo Septembre 2011, Aviva confirms its commitment to placing the customer at the heart of its Good Advice strategy by providing solutions adapted to savers’ needs and goals.
Available until 24 December 2010, the Aviva Lisséo Duo Septembre 2011 offer allows savers to distribute their life insurance policy payments between two funds with a single rate of 3.75%2:
- Up to 70% in Aviva Euro 30% Septembre 2011, with switching upon maturity to the guaranteed euro fund;
- At least 30% in Aviva Lisséo 30 % Septembre 2011, with automatic monthly switches to unit-linked funds in the Aviva Investors range that are eligible under the saver’s policy, by no later than the month following the investment.
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1 Offer reserved for new investments of at least €20,000, made between 8 September and 24 December 2010, exclusively for life insurance and bond investment policies on which this offer is available. It is necessary to take out or hold a policy that is eligible for the offer. Offer subject to conditions. Aviva reserves the right to close the subscription period at any time before 24 December 2010.
2 Net of management fees and before social security and tax deductions. Net annual rate applied to the net sums invested in the offer fund, pro rata to the lifetime of the investment, up to 9 September 2011.
Aviva press contacts:
Karim Mokrane (Aviva)
Telephone: +33 (0)1 7662 7685
E-mail: karim_mokrane@aviva.fr
Notes to editors:
About Aviva
Aviva is the world's sixth largest insurance group*, with more than 53 million customers throughout Europe, North America and the Asia Pacific region. Aviva’s principal business activities are: life insurance and long-term savings, fund management and general insurance. At 31 December 2009, Aviva had turnover of €51.3 billion, with €426 billion of assets under management. Aviva is the largest insurer in the UK and one of the main providers of life insurance and pension products in Europe.
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With more than 180 years’ experience in France, Aviva is among the top ten players in the insurance market. Aviva France operates a solid and profitable multi-distribution model based on a comprehensive range of products, mainly intended for individuals and SMEs.
Some 900 general agents, 1,800 branch staff, 400 life insurance advisers, almost 900 wealth management advisers (Union Financière de France) and more than 1,000 active partner brokers are on hand to serve three million customers every day. Aviva has developed unique expertise in building effective partnerships for the benefit of its clients, particularly with AFER, the largest savings association in France, and the Crédit du Nord, Société Générale and Ford groups.
Specialising in unit-linked products, Aviva is recognised for the excellent performance of its long-term funds, the quality and innovation of its products, and solid commitment to customers through its Good Advice approach.
Aviva France is a socially responsible company and has developed initiatives that include reducing and neutralising its CO2 emissions, supporting more than 250 projects to help children and the elderly through the Aviva Foundation, and implementing an acclaimed diversity policy. The Aviva Group directly employs more than 4,700 staff in France.
As at 31 December 2009, Aviva France reported consolidated sales of €6.7 billion and an IFRS-based net profit of €390 million. The company had €77.4 billion of assets under management as at 31 December 2009.
* Based on gross worldwide premiums at 31 December 2008.