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Plan Elysées Retraite Patrimoine
Prepare for your retirement
From France : 0 810 815 819*
From Abroad : +33 1 55 69 74 54**
press 1 and then 3
Or request a call back from us
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* Cost of a local call from a fixed-line phone in France.
** Cost of a call from abroad.
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A retirement pension supplement in the form of a lifetime annuity (1)
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Immediate tax benefits (2)
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The choice between two management styles: 'Gestion Sécurisation progressive du capital' (gradual capital investment) and 'Libre' (autonomous) management
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An automatic reinvestment of capital gains option
Thanks to the Plan Elysées Retraite Patrimoine, you can plan for retirement with total peace of mind. You can choose to build up your savings gradually as your projected retirement date approaches or you can opt for autonomous management to stay in control of your management decisions. In addition, the automatic reinvestment of capital gains option allows you to protect the assets in your account, regularly and automatically.
(1) As of your retirement or when you reach your 60th birthday.
(2) Subject to prevailing tax legislation.
The Plan Elysées Retraite Patrimoine (PERP or collective pension savings plan), distributed by HSBC France, is a collective, euro-denominated, open-ended life insurance policy, subject to individual, optional subscription, underwritten by Vernet Retraite, non-profit association No. 04/1397 governed by the Law of July 1, 1901 and taken out with HSBC Life Insurance (France), a company governed by the French Insurance Code. Subject to the terms and conditions set out in the policy information leaflet.
