top of page

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.

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

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.

logo Lucie CEP

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

  • Facebook Social Icon
  • Twitter Icône sociale
  • LinkedIn Social Icône

Lucie CEP is member of

adhérent ANACOFI
bottom of page