In a life insurance or capitalization contract, the shares are legally subscribed by the insurance company from which you hold an account labeled in share units (the shares of the fund in which you invested).
The assurer has the discretionary power to determine the accessible account units. The conditions for investing and divesting in account units are determined by the general conditions of your contract.
The Sextant funds are accessible through a life insurance or capitalization contract in the following cases:
Amiral Gestion is associated with Finance Selection to be able to offer in exclusivity its funds Sextant PEA and Sextant Grand Large in the contract Mes-PlacementsVie.
The contract Mes-PlacementsVie exists in three versions; life insurance, capitalization and Capitalization PEA.
Certain Sextant funds are available on the majority of platforms used by investment advisors, for example:
AVIP
Axa Théma
Cholet Dupont Partenaires
Dexia Epargne Pension
Generali Patrimoine
Generali Conseil
La Mondiale Partenaires
Nortia
Sélection R
Swiss Life
Vie Plus
This is generally the case for upscale life insurance contracts, with high entry tickets, and generally offered by private banks.
You need only to communicate to your insurance provider or your habitual interlocutor the name of the fund and its ISIN code. If the funds are not already referenced, the referencing process could take a few days.