作者:Carine Chalmet 4 年以前
456
Mapping investment product-
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