Apex (France): A solution designed for expatriates that puts you in control
Apex is a single premium life insurance policy (Assurance Vie) specifically created for expatriates who are living and tax resident in France and looking for a tax-efficient flexible solution. The Apex product offers additional functionality aimed at the needs of the expatriate client – to cover portability (including a return to the UK) and succession planning to cover beneficiaries in different countries. Apex offers an exceptional combination of investment choice, including the option of an extensive range of funds, access to an investment platform and the ability to appoint a discretionary fund manager or investment adviser.
Key Features
The product is suitable for expatriates and other residents living in France seeking a lump sum investment option. The minimum initial premium is €100,000 with the option for additional contributions at a later date. The product also offers attractive flexibility around investment options and portability.