Understand before
you start
With Altivalis, prepare
for retirement by gradually
building personal savings,
tailored to your profile
and your ability
to save.
Simulations are based on indicative assumptions,
in particular an annual return assumption of 5.5%,
which is not guaranteed.
A simple approach to plan for your retirement
Preparing for retirement is not just about looking ahead to the money you'll have.
It is also about asking the right questions today!
How much can I set aside each month?
How long can I invest for?
How much capital could I build over time?
What level of risk am I prepared to accept?
Altivalis supports you with a clear, step-by-step process
and guidance along the way.
How it works in four steps
Choose your
monthly amountYou enter the amount you wish to invest each month, according to your personal situation and objectives.
You keep control of the amount chosen.
Estimate your
potential capitalBased on the monthly amount chosen, your investment period and an indicative annual return assumption, the simulator gives you a projection.
Complete your
applicationIf the projection matches your objective,
you can complete an application
for support.You are contacted
by an adviserOnce your application has been sent,
an Altivalis adviser can contact you
to check the information provided,
answer your questions and explain
the next steps.
What you should know before you start
Before you sign up, remember that capitalisation involves a long-term investment.
This means the capital can move up or down depending on market conditions, the assets selected, the applicable fees and the investment period.
Key points
- The 5.5% return is a simulation assumption, not a guarantee.
- The invested capital may be exposed to the risk of loss.
- Future results cannot be guaranteed.
- The decision to invest must be made after reading the contractual documents.
- An adviser can help you understand the scheme.
I'm getting started
Complete your application for guidance on putting
your retirement plan in place.
This form helps Altivalis better understand your situation, your objective and your investment horizon. An adviser can then contact you to finalise your application and provide the information you need before making a decision.
Clear support, no pressure
Our goal is to help you move forward with clear, understandable and complete information.
You can ask your questions, request a detailed simulation or be called back before any decision.
Clarity
Simple information to understand how it works.
Guidance
An adviser can guide you through the process.
Prudence
Risks and limitations are explained before you sign up.