CONTRACT OF SRI SRI LIFE BROKERAGE (group April)
COMPANY (the policyholder)
SRI BROKERAGE
33 rue du Chateaudun 75009 PARIS
SA capital of 37 000 euros RCS Paris 492 823
851 - No. 07028016 ORIAS
subsidiary of the Company
APRIL Group Subscriber Contract: IRB Association - Club for Socially Responsible Investors
33 rue de Chateaudun 75009 PARIS
Insurance Company contract manager: E- ICE LIFE (Generali Group)
with capital of € 47,362,780
Managed assets: 18.5 billion euros and 1136 000 life insurance
Savings managed by the contract about 1.6 billion euros
CONTACT
Tel: 0811460326 Internet
: http://www.jepargne-utile.com/
COSTS
- On input: 0% - Association dues: 20 €
- Management Fund Euro: 0.70%
- Managing CPU: 0.80%
- Arbitration online: 15 euros
- Arbitration Off line: same
PAYMENTS
- Subscription: 500 € minimum
- Programs: 150 € / month, 300 € / quarter, 600 € / semester
- Valuation: D +1 crafted
MANAGEMENT
- Freedom: From € 500
- Profiled: None
- Sub office: None
MANAGEMENT OPTIONS
- Energizing gains bottom euro Allows to automatically arbitrate UA (1, 2 or 3 funds) interest fund Euros (minimum 100 €) - cost 0.50%
- Progressive Investment (Arbitration Program) Orientation progressive Euros to fund UC - Cost: 0.50%
- Securing gains Arbitration Auto entire gain to the fund Euros if threshold gain (5, 7, 10, 12, 15 or 20%) attained - cost: 0.50%
OPTION PROVIDENT
- Warranty plancherEn death before age 75, (s) Recipient (s) receives the sum of gross payments made, minus any advances and redemptions
WITHDRAWALS
- Advance (possible after the first 6 months) Fund: Euro or UC (in 2 cases, max 60%) Mini: 750 € / Pay: 500 € / Cost: Euro funds rate + 1%
- Partial Withdrawal Mini: 750 € / Pay: 750 €
- Partial withdrawals scheduled: Yes (minimum 150 €)
- After Capital; annuity, life annuity
FUNDS (98 of which 0 Trackers)
Performance at 11/05/2008 - source-jepargne utile.com
Here is a portion of the funds on image attached
bottom composition Euros 01/01/2008:
Bonds: 77%
Shares: 14%
Estate: 8%
Liquidity:
1% Other: -
AWARDS
2008 - Grand Innovation Award by the magazine Le Revenu
- Seal of Excellence by the Dossiers de l'Epargne
COMPANY (the policyholder)
SRI BROKERAGE
33 rue du Chateaudun 75009 PARIS
SA capital of 37 000 euros RCS Paris 492 823
851 - No. 07028016 ORIAS
subsidiary of the Company
APRIL Group Subscriber Contract: IRB Association - Club for Socially Responsible Investors
33 rue de Chateaudun 75009 PARIS
Insurance Company contract manager: E- ICE LIFE (Generali Group)
with capital of € 47,362,780
Managed assets: 18.5 billion euros and 1136 000 life insurance
Savings managed by the contract about 1.6 billion euros
CONTACT
Tel: 0811460326 Internet
: http://www.jepargne-utile.com/
COSTS
- On input: 0% - Association dues: 20 €
- Management Fund Euro: 0.70%
- Managing CPU: 0.80%
- Arbitration online: 15 euros
- Arbitration Off line: same
PAYMENTS
- Subscription: 500 € minimum
- Programs: 150 € / month, 300 € / quarter, 600 € / semester
- Valuation: D +1 crafted
MANAGEMENT
- Freedom: From € 500
- Profiled: None
- Sub office: None
MANAGEMENT OPTIONS
- Energizing gains bottom euro Allows to automatically arbitrate UA (1, 2 or 3 funds) interest fund Euros (minimum 100 €) - cost 0.50%
- Progressive Investment (Arbitration Program) Orientation progressive Euros to fund UC - Cost: 0.50%
- Securing gains Arbitration Auto entire gain to the fund Euros if threshold gain (5, 7, 10, 12, 15 or 20%) attained - cost: 0.50%
OPTION PROVIDENT
- Warranty plancherEn death before age 75, (s) Recipient (s) receives the sum of gross payments made, minus any advances and redemptions
WITHDRAWALS
- Advance (possible after the first 6 months) Fund: Euro or UC (in 2 cases, max 60%) Mini: 750 € / Pay: 500 € / Cost: Euro funds rate + 1%
- Partial Withdrawal Mini: 750 € / Pay: 750 €
- Partial withdrawals scheduled: Yes (minimum 150 €)
- After Capital; annuity, life annuity
FUNDS (98 of which 0 Trackers)
Performance at 11/05/2008 - source-jepargne utile.com
Here is a portion of the funds on image attached
bottom composition Euros 01/01/2008:
Bonds: 77%
Shares: 14%
Estate: 8%
Liquidity:
1% Other: -
AWARDS
2008 - Grand Innovation Award by the magazine Le Revenu
- Seal of Excellence by the Dossiers de l'Epargne
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