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.
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.
While it is set up as a life insurance, with the right advice, you can benefit from all its potential advantages:
- Flexibility: quick set up, distribute your family assets with ease and without the requirement to wait for liquidity windows for redemption.
- Separation of family and corporate assets with complete privacy.
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.
MoraBanc Private Banking offers the information that you and your financial advisor need to proceed in two essential fields:
- 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.
- 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.
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Information on the processing of personal data
In compliance with Law 15/2003 of 18 December on protection of personal data, the customer authorizes that the applicant’s personal data entered on this form will be incorporated into files owned and managed by MORA BANC GRUP, SA – MORA BANC, SAU (hereafter referred to as “MoraBanc”) to process the requested service and, if necessary, to comply with the contracts finally entered into, and also to ensure correct operational procedures.
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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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