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によって Carine Chalmet 3年前.

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Mapping investment product-

The document outlines various types of investment products and their respective attributes. It highlights the use of PEA or PEA-PME wrappers and describes different investment mandates, including discretionary mandates.

Mapping investment product-

Type of investment product

Retirement saving Plan

Autres produits
MAdelin
PERCO
PEE
direct securities
PERP
same as insurance wrapper

Insurrance wrapper VIE and CAPI and PER

UNit linked
FCPR
Structured product
OPCI
SCPI
euro funds

Securities account

low risk

Securities account
OPC - Investment funds
structured product
bonds
liquidity account

PEA or PEA-PME wrapper

discretionnary mandate
Mandate

100% direct securities

Dynamic

Balanced

PEA-PME wrapper

PEA account
ETF
OPC
Direct securities
Liquidity account

specific products

FCPI
Structered product
SCPI

Liquidities account

Autres Livrets
LIVJ
LEP
LDD
Livret A
CEL