The ProtectInvest safe account – without withholding tax!  
Invest safely, with flexibility, transparency and tax-efficiency with the ProtectInvest! 

ProtectInvest (called "PI") combines insurance and investment benefits in one product.

 

open-invest enables unrestricted access to all funds, ETF´s, ETC´s, certificates and many special funds, while bankruptcy protection and the dynamic autopilot stop-loss system ensure maximum reliability.

The PI is your unique instrument for safe, flexible and tax-efficient investment.

 

Publications

 

The ProtectInvest safe account – without withholding tax!

Investors in Germany who use the PI enjoy tax benefits otherwise unheard of when investing directly in funds. The PI combines fund accounts and fund-based insurance in one contemporary solution, offering the same advantages as a safe account, while also enabling investors to secure/adjust their investments free of withholding tax. With at least +20% more payout on maturity compared to classic securities accounts, the PI proves its worth in € and cents. See our latest fund account vs. ProtectInvest comparison here (including withholding tax, income tax, church tax, account fees, and purchase/sale fees taken into account).

Broschüre VorsorgePlan

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The ProtectInvest safe account – without withholding tax!

Investors in Germany who use the PI enjoy tax benefits otherwise unheard of when investing directly in funds. The PI combines fund accounts and fund-based insurance in one contemporary solution, offering the same advantages as a safe account, while also enabling investors to secure/adjust their investments free of withholding tax. With at least +20% more payout on maturity compared to classic securities accounts, the PI clearly shows its advantage. See our latest fund account vs. ProtectInvest comparison here (including withholding tax, income tax, church tax, account fees, and purchase/sale fees taken into account).

The best of both worlds in one product!

By combining four flexible components, the PI gives investors unrestricted access to all funds, ETF´s, ETC´s, certificates, many special funds and managed strategies. Client's existing portfolios can also be transferred to your ProtectInvest Plan.

 

Highlights

 

  • Security - Bankruptcy protection+dynamic stop-loss

  • Generational policy life insurance product (multiple policyholders, insured persons) incl. succession planning through beneficiary regulations/subscription right

  • One-off contribution from just € 20,000 in the form of cash and/or existing investment funds

  • Exclusive funds such as "VSP Fund"

  • Transparency - 24/7 online contract review+Contract management fully digitized

  • Free of withholding tax, shift/switch option at any time

  • Additional payments/withdrawals at any time

  • Tax advantage on capital gains

  • Daily insurance effective date possible

  • open-invest

  • and much more...

 

Documents - Information

 

Printed documents on the PI can be requested here free of charge.

Webinars – Events

For more information, attend one of our free webinars oder events.

Questions?

Senden Sie uns eine E-Mail an service@nucleus360.com wir werden uns gerne mit Ihnen in Verbindung setzen.

Ihr Team der

Nucleus Vertriebs GmbH

© 2019 by Nucleus Vertriebs GmbH