Contact

Joan Mir
Regional Sales Director Spain / Portugal
Phone: +34 (0)650 41 98 05
E-Mail: Joan.Mir@swisslife.com

Spain

Life Asset Portfolio (LAP) Spain

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 Spain we offer the Life Asset Portfolio with the following key elements:

Insurer

Swiss Life (Luxembourg) S.A.

Clients

Spanish residents and Spanish citizens (non-residents) looking for a Spanish law contract

TypeLife insurance

Duration

Whole of life or fixed duration (mixed contract in case of death or survival)

Insured Persons

1 or more (natural persons only)

Contribution

Single premium;  Cash transfer or transfer of assets (for dedicated funds only)

Currency

EUR, USD, CHF or other currencies upon request

Main Benefits

  • Various tax advantages, on income and successions
  • Flexible estate planning
  • Convenient and fast transfer of assets upon death
  • Integration of existing portfolios
  • Investment flexibility
  • Asset and investor protection
  • Privacy