Mapping investment product-

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Peer Sample

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The Merchandising

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SiMPore

da Jason Foley

Type of investment product

Retirement saving Plan

Autres produits

MAdelin

PERCO

PEE

direct securities

PERP

same as insurance wrapper

Insurrance wrapper VIE and CAPI and PER

UNit linked

FCPR

Structured product

OPCI

SCPI

euro funds

Securities account

low risk

Securities account

OPC - Investment funds

structured product

bonds

liquidity account

PEA or PEA-PME wrapper

discretionnary mandate

Mandate

100% direct securities

Dynamic

Balanced

PEA-PME wrapper

PEA account

ETF

OPC

Direct securities

Liquidity account

specific products

FCPI

Structered product

SCPI

Liquidities account

Autres Livrets

LIVJ

LEP

LDD

Livret A

CEL