At the beginning of each year, your insurer sends you a statement of your savings for each of your life insurance contracts.
“This document allows investors to take stock of their contract.
How much does it bring him?
How does his savings evolve over time and according to the transactions carried out each year (payments, redemptions, etc.)?”
, explains Gilles Belloir, managing director of the online broker placement-direct.fr.
Its content has continued to evolve in recent years.
In addition to the value of your savings on December 31, you will find important information, such as the return on funds in euros, the performance of unit-linked units, the management fees deducted, etc.
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• How to analyze the return of the fund in euros?
The sums invested in the fund in euros are revalued each year according to its rate of return, presented in the statement under the heading “Information on the fund in euros”.
This rate, calculated according to the profits made by the insurer (also called the profit-sharing rate)…
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