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The securities account

The simplest and most basic receptacle for holding securities requires as much attention from us as life insurance, which benefits from specific tax advantages.

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This means of detention nevertheless allows for the accommodating of all types of financial support, some of which may benefit from specific tax provisions.

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These may include Local Investment Funds (FIP) which can bring together three local regions, or companies in specific locations such as Corsica or overseas territories which benefit from greater discounts.

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Qui sommes-nous ?                                                                       Coordonnées

Notre Conseil en Gestion de patrimoine                     14 avenue du Général Leclerc

auprès des particuliers,                                               78470 Saint-Rémy-lès-Chevreuse

professions libérales et entreprises                          jm.bardou@lucie-patrimoine.com

à + de 20 ans d'expérience.                                          01 47 89 98 64 ou 01 85 40 21 92

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