Why subscribe to a fund :

A mutual fund (FCP) is a collective portfolio managed by the asset management company.

It is often a portfolio of diversified securities (equities, bonds, convertibles, monetary...), specialised in a form of management or a particular sector.

The advantages of investing in our funds :

• Simplicity: once the share is taken in, the performance notified is your performance net of management fees, account-keeping fees, etc... That just leaves tax.

• Diversification: risks are better distributed because the funds are invested in a large number of shares, in many economic sectors, over different geographic zones in order to reduce the volatility (risk) of your investment.

• Performance: the funds are managed in real time on the markets and therefore are able to quickly arbitrate according to new information which influence the costs of assets

• Availability: our funds are quoted daily, to allow you to suscribe and sell as soon as possible.

• Taxation system: the tax system is only applicable on the sale of your shares. Also, you capitalise the taxes you would have paid if you had managed the equities on line.

How to subscribe to our funds :

If you are a client of Montségur Finance:

The asset management team is at your disposal to assist you in selecting your Funds and to allow you to rapidly invest whatever the chosen support (Term Loans, PEA, Life Insurance, Contract of compounding...)

If you are not a client of Montségur Finance:

By contacting our client support, you can open an account or transfer an existing account to subscribe to our products in the best conditions. We will deal with the necessary administrative details to transfer your account.

If you wish to subscribe from outside:

Our Funds have an ISIN code (previously SICOVAM) and can be directly subscribed to from your regular bank in Europe.

Our client officers are available to answer your questions on 01 56 43 43 70 from 8:30am to 7pm.