FAQ

EIGHT QUESTIONS ABOUT Invest Sante SCA
IS IT LEGAL TO INVEST MY MONEY IN LUXEMBOURG EVEN THOUGH IT IS NOT MY COUNTRY OF RESIDENCE?

Yes, it is legal to invest in Luxembourg. Invest Sante SCA. accepts funds from most countries, as long as the origin of the funds is transparent and legal. You will be asked to provide proof of the origin of the funds.

WHAT ARE THE MANAGEMENT FEES?

Our management fees vary according to the amounts invested. We deduct these fees quarterly in the greatest transparency on the basis of bank statements. We do not charge any entry or exit fees to our clients, regardless of their choice of partner bank. Our custodian banks offer advantageous conditions: brokerage fees for shares and bonds are reduced by 70% compared to traditional banks.

HOW LONG IS CAPITAL TIED UP WHEN MANAGED BY Invest Sante SCA?

There are two points to be considered answering this question:

Bonds acquired by Invest Sante SCA usually have a residual maturity of four to seven years. This investment approach, generally leads to significantly higher returns than investing in shorter-term securities.

All investments are listed on the stock exchange and can therefore be sold daily. We only invest in liquid assets. Thus, clients of Invest Sante SCA can have a portion or the total investment paid back on any business day. There is no contractual minimum term. The collaboration with Invest Sante SCA can be terminated at any time. As such, clients enjoy excellent flexibility with respect to their invested funds.

WHAT IS THE MINIMUM CAPITAL REQUIRED TO INVEST WITH Invest Sante SCA?

The minimum amount is 500.000 EUR. This is the amount necessary to offer you a quality and personalized service. This amount also allows you to diversify your investment and thus limit the risks.

ARE THE INVESTMENTS OF Invest Sante SCA TRANSPARENT?

Our investment approach and the asset investments are completely transparent and comprehensible for clients. Once the investment specifications have been agreed on, the provided capital will be invested. All details can be followed by clients on a daily basis via a personal online banking access.

WHAT ARE THE NATIONALITIES OF Invest Sante SCA CLIENTS?

The majority of Invest Sante SCA’s clients reside in Saudi Arabia, Germany, Switzerland, France and the United Kingdom and around the world. However, Invest Sante SCA also advises investors from many other countries around the world.

WHICH FINANCIAL REGULATORS SUPERVISE Invest Sante SCA ?

Invest Sante SCAan independent wealth management firm registered in the commercial register with registered office in Luxembourg under number B*******.

WHAT IS THE CORE COMPETENCE OF Invest Sante SCA ?

Invest Sante SCA is an independent asset manager, which guides its clients in the asset investment of bonds and shares. The main focus is on Fixed Income securities. As a specialist in corporate bonds, our client’s assets are invested diverse and profitable.

Invest Sante SCA BELONG TO AN ASSOCIATION?

The subsidiary Invest Sante SCA is a member of the Luxembourg association of professional asset managers ALPP (association Luxembourgeoise des Professionnels du Patrimoine a.s.b.l.).

WHAT ARE THE NATIONALITIES OF SInvest Sante SCA CLIENTS?

The majority of Invest Sante SCA clients reside in Germany, France, Italy and the UK. However, Invest Sante SCA also advises investors from many other countries around the world.

WHAT ARE THE ASSET MANAGEMENT FEES?

The cost structure at Invest Sante SCAis very simple and transparent. Our remuneration is based on the amount of the assets under management. All incurred costs of our partner banks are greatly reduced thanks to special agreements.

IS THE MANAGED CAPITAL TRANSFERRED TO Invest Sante SCA ?

No, Invest Sante SCA does not take possession of any assets. Our clients open their own accounts at one of our partner banks. Invest Sante SCA is conferred a limited power of attorney for these accounts, in order to implement the pre-agreed investment strategy.

IS Invest Sante SCA A BANK?

Invest Sante SCA is an independent asset manager and not a bank. This ensures unbiased advice, detached of any interest conflicts within a banking operation. The assets entrusted to us are exempt from all sales targets and are managed exclusively in the interest of the client.

WHAT IS A CORPORATE BOND?

A bond is a debt security issued by a company. The issuer of the bond is contractually obligated to pay its creditors (bondholders) a specified annual interest rate on a specific date. The coupon, which is the annual interest rate owed to you, is paid either quarterly, semi-annually or annually. The issuer must also repay the principal at face value at the maturity of the loan. You can get more information by contacting us.

DOES Invest Sante SCA BELONG TO A DEPOSIT PROTECTION FUND?

Invest Sante SCA is a member of the Luxembourg investor compenSAtion scheme SIIL (Système d’indemnisation des investisseurs Luxembourg – a system of reimbursement for Luxembourg investors). Our partner bank in Germany, V-Bank in Munich, is a member of the German deposit protection fund.

ABOUT US
Our serivces
INVESTEMENT STRATEGIES
INFORMATION FOR INVSTORS
Contact
Risk warning / disclaimer

Invest Sante SCA an independent wealth management firm registered in the commercial register with registered office in Luxembourg under number B198693 which as well regulates Invest Sante SCA is permitted to offer the services of an asset management company in 27 countries of the European Union. The information contained in this web page (https://investsante.com/) and the associated sub-pages does not represent investment advisory services; it exclusively serves the purpose of product description. In particular, this information does not express any suggestions to enter into such transactions of the type referred to. Past performance is no guarantee of future results. The views expressed are those of the portfolio managers at Invest Sante SCA at the time of publication. The views expressed facilitate the understanding of the investment process and are not intended as an investment recommendation. Holdings and allocations are subject to change. No guarantee can be given that the market forecasts will be achieved. The information is only for the use of the person for which it is intended and may not be reproduced or distributed to any other person. Conflicts of interest at Invest Sante SCA cannot always be ruled out. Information on dealing with conflicts of interest is available on request. The information is based on carefully selected sources, which Invest Sante SCA considers reliable, but their correctness, completeness and accuracy cannot be guaranteed. They do not constitute an offer or invitation to subscribe for or purchase fund units and are provided for information purposes only. Products and services may vary from country to country. Information on this website does not replace the information about this product, which the investment firm may be required to provide individually on acquisition of the product. The information provided on this website only represents the important features. The tax treatment of a portfolio depends on the individual circumstances of each client and may be subject to change.