AGENCE MAGNUS Sàrl provides services to locate and manage vested benefits (compte de libre passage) accounts and offers investment and pension advice for the second and third pillar, including account opening and transfer assistance.
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Industry:Insurance Brokerage & Consulting
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Research, opening and management of vested benefits accounts; verification of pension funds and BVG assets, selection of an investor profile, transfer and consolidation of accounts, investment solutions.
Investment management
Investment strategy tailored to objectives and risk tolerance, regular monitoring of investments, allocation based on investment horizon and investor profile.
Life insurance 3rd Pillar A and B
Individual life insurance for tied or free personal provision, for tax deduction, amortisation of a mortgage, saving or protection of loved ones.
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