Life assurance: your estate management toolkit – Episode 2

What is the importance of the beneficiary clause in your life assurance contract? What does it achieve and how should it be written? How can you ensure that it meets clients’ needs? How can you best advise your clients in order to meet their needs in terms of estate management and, especially, succession planning? In […]

More

The accretion clause according to VLABEL

The accretion clause is, in legal jargon, defined as an onerous commutative and aleatory contract. As the contract presupposes at least two parties, it follows that the survivor has the chance to acquire something under the condition precedent of the co-contracting party’s death. The majority of legal literature states that the accretion agreement is based […]

More

Interview with the new OneLife CCO

Romain Chevalier, the new OneLife CCO, is interviewed by Bogdan Kowal of Club Patrimoine. Club Patrimoine is a French social network of asset management professionals. In it, Romain Chevalier presents OneLife and speaks about its acquisition by APICIL in January 2019 as well as the ongoing projects and news. The place held by Luxembourg life assurance […]

More