Contact
Joan Mir
Regional Sales Director Spain / Portugal
Phone: +34 (0)650 41 98 05
E-Mail: Joan.Mir@swisslife.com
Portugal
Life Asset Portfolio (LAP) Portugal
Our Life Asset Portfolio (LAP) solution integrates your investments with a life insurance.
Due to the different legal and fiscal systems in various countries, we offer distinctive LAP solutions taking into account the specifics of the residents.
For Portugal we offer the Life Asset Portfolio with the following key elements:
Insurer | Swiss Life (Luxembourg) S.A. |
Clients | Portuguese residents and Portuguese citizens (non-residents) looking for a unit linked life insurance contract regulated by Portuguese law |
| Type | Life insurance |
Duration | Whole of life |
Insured Persons | 1 or more (natural persons only) |
Contribution | Single premium; cash transfer or transfer of assets (into dedicated funds only) |
Currency | EUR, USD, CHF or other currencies upon request |
Main Benefits
- Tax advantages for residents
- Tax neutrality in Luxembourg for non-residents
- Individual estate planning
- Convenient and fast transfer of assets upon death
- Integration of existing portfolios
- Investment flexibility
- Asset and investor protection
- Privacy
