Banco Carregosa Unit-Linked Insurance
Banco Carregosa’s unit-linked products allow customers to invest through six distinct strategies, offering a diversified solution that can be tailored to different financial goals.
One of the main advantages of this type of product is the ability to switch between strategies without immediate tax implications, enabling more flexible investment management over time.
Clients have access to three asset-class-driven strategies—Global Bonds, Alpha Value, and Global Equities—and three strategies defined by investment profile: Adagio Preservation, Andante Capitalization, and Allegro Appreciation.
This allows investors to choose an approach that best aligns with their risk profile, time horizon, and appreciation goals.
Tax efficiency
Tax advantages for investments over 5 and 8 years
Diversification
4 investment solutions organized by investment profile or asset class
Flexibility
Possibility of changing strategies throughout the investment without losing the tax advantages
Specialization
The experience and knowledge of Banco Carregosa's specialists in managing your assets
Investment solutions
BY ASSET CLASS
BY INVESTMENT PROFILE
Unit-linked. Tax-efficient financial investment solutions tailored to the type of asset.
Banco Carregosa's Unit-Linked are complex financial products in the form of an insurance contract linked to investment funds. Responsible investment requires that you know the implications and are willing to accept them.
Want to learn more about unit-linked insurance?
These are structured investment solutions in the form of life insurance, where returns are linked to the performance of financial assets. Upon subscription, investors purchase units and benefit from professional, diversified management. They are designed for investors seeking long-term investments who value specialized management, as their tax advantages increase over the course of the investment.
- Investment Relationship: The value of the policy fluctuates with the market.
- Asset Management: Access to various or different portfolios of bonds, stocks, or other financial assets.
- Wealth Transfer: Effective delivery of capital to beneficiaries.
Customer Support Line
Hours: Monday to Friday, from 09:00 to 19:00.
Cost of calling the national fixed network.
