To follow up the success with which the previous "Aviva Puissance 2" campaigns have been met, Aviva is making its customer’s a new offer – the opportunity between 3 January and 28 February 2005 to invest in a multi-fund life assurance policy.
To follow up the success with which the previous "Aviva Puissance 2" campaigns have been met, Aviva is making its customer’s a new offer – the opportunity between 3 January and 28 February 2005 to invest in a multi-fund life assurance policy, a sum amounting to:
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- a maximum of 50% in the Victoire Janvier 2006 fund (Aviva Life range) or Horizon Janvier 2006 (Aviva Brokerage range) offering a net annual interest rate* of 4.80% until 2 January 2006 combining security and performance;
- a minimum of 50% in one or more of the OPCVMs [real property mutual funds] available under the Aviva Puissance 2 offer selected from among the range of funds managed by Aviva Asset Management. Since 2002, Aviva Asset Management has received awards from the press for the quality of its management. Matching its customer profiles, a wide range of quality funds makes it possible to boost the performance of your savings.
This offer is being made available through the entire Aviva distribution network.
Zoom in to the winning features of Aviva Puissance 2 "Janvier 2006": a flexible offer that is 100% Aviva!
1/ Aviva Puissance 2 "Janvier 2006" combines a guaranteed fund at a net annual rate of 4.80%* guaranteed until 2 January 2006 for the following year, a rate that is especially attractive in the current economic climate with the excellence of the Aviva Asset Management OPCVMs available under this offer. The allocation of the savings may vary depending on each customer’s investment strategy: this flexibility is a major advantage.
On 2 January 2006, the funds still invested in the guaranteed fund (Victoire Janvier 2006 or Horizon Janvier 2006) will automatically be transferred free of charge to the Equilibre plan (S&P 5 stars for the Equilibre Plan in the Aviva Life range and 4 stars for that in the Aviva Brokerage range) of each life assurance range.
2/ Free transfer to other funds
Until 2 January 2006 customers can make transfers from the guaranteed fund to other funds available under the policy. This excludes euro funds transfers into which remain chargeable.
What life assurance policies are eligible for this deal?
In the life assurance tax context, this offer is available for payments on multi-fund life assurance policies in the Aviva Life and Aviva Brokerage ranges - Sélectivaleurs, Sélectivaleurs Croissance, Sélection International, Norwich Libre Choix, Norwich Libre Choix 2, Norwich Libre Option, Norwich Libre Option 2.
Why such an offer?
1/ To offer a personalised package matching the customer’s investment strategy by using simple and efficient scoring-type marketing tools.
2/ The main features of this campaign are combining savings, playing the diversification card and choosing the best relationship between profitability and the search for performance.
Zoom in to Aviva Asset Management
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- Out of 22 awards made by the savings and financial press since 2002, 14 relate to the entire range managed by Aviva Asset Management while the other 8 recognise the performance of a particular OPCVM ranked 1st, 2nd or 3rd in its class.
- Outstanding performances by all the OPCVMs in the range: out of the 26 OPCVMs available under Aviva life assurance policies, the three year performance of 22 is in the 1st Quartile as of 30 September 2004.
* Excluding tax and social security deductions. Rates applicable to the net sum invested. The annual rate of 4.80% is guaranteed from 3 January 2005 to 2 January 2006 prorated for the duration of the investment in this fund. On 2 January 2006, funds still invested in Victoire Janvier 2006 (Aviva Life) or Horizon Janvier 2006 (Aviva Brokerage) will automatically be transferred free of charge to Victoire Profil Equilibre (Aviva Life) or Victoire Harmonie (Aviva Brokerage)
Press contacts:
Geneviève Marc-Portheault tel: 01 55 50 57 50 genevieve_marc-portheault@aviva.fr