Investment Planning
A key aspect in taking care of your assets today and tomorrow
Well-being for your finances
Wealth planning is crucial. MoraBanc Private Banking will study your situation so that, together with your financial advisor, you are able to structure your assets to plan their transfer to your heirs.
Future planning
MoraBanc Private Banking offers a variety of financial instruments so that, together with your tax advisor, you learn more about the options that will allow you to optimise your estate to anticipate future circumstances and adapt to the current ones.
Unit Linked
While it is set up as a life insurance, with the right advice, you can benefit from all its potential advantages:
- Flexibility: quick and easy to set up, facilities for estate and succession planning.
- Versatility and liquidity: fully or partially callable. This allows investors to obtain cash without closing their investment and without any tax impact.
SICAV
The SICAV (an open-ended collective investment vehicle), which could, according to your profile, optimise your financial estate management and the transfer to future generations.
SICAVs are a very favourable vehicle for families, as they work in a similar way to investment funds. However, they have legal entity, so they can be set up with a more exclusive level of shareholders.
Financial Reporting
MoraBanc Private Banking offers the information that you and your financial advisor need to proceed in two essential fields:
Tax Reporting:
- Tax simulations of your investment portfolio.
- Information about the formalities and requirements to proceed with the tax settlements in your home country or your country of tax residence.
Financial Reporting:
- Global position of your investment portfolio, classified by type of asset, currency, etc.
- Performance of your portfolio under the current and previous GIPS calculation systems.
- Detailed status of your investment portfolio.
MoraBanc Online Broker
Check online the share prices of the main stock markets in Europe, America and Asia: IBEX 35, Eurostoxx, Dow Jones, Nasdaq and Nikkei, among others.
- Online broadcast.
- From any device.
- Free of charge.
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Information on the processing of personal data
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The applicant expressly authorises MoraBanc to send him/her commercial and promotional communications for products and services and information on the Bank itself, social or other activities, in hardcopy by post or by electronic means (among others, short messages (SMS) to mobile phones, e-mail, etc.). This consent can always be withdrawn, without retroactive effect.
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The applicant authorises the data provided to be communicated or shared with third parties forming part of the MoraBanc business group, entities which are primarily active in the financial, insurance and service sectors. The applicant is considered as having been informed of this transfer of information by means of this clause. The applicant accepts that he/she may be sent information on any product or service marketed by these companies.
The data processing manager is MoraBanc. The applicant is hereby informed that the rights of access, rectification, suppression or opposition may be exercised in the terms established in current legislation.
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