Each policyholder chooses his individual investment strategy based on his preferences and his proneness to take risks respectively has a specialized asset manager's develop his or her investment strategy on the basis of his or her investment targets and risk profile. Upon customers‘ request, Youplus Assurance AG delegates the asset management mandate to selected, highly qualified and renowned external asset managers at the client's request.
In this way, clients know that their assets are managed professionally and that they are in a tailor-made structure.
Our policyholders regularly receive transparent reports on the valuation of their policies, which depend on the performance of the underlying investments. The investment strategy can be changed at any time during the policy term. The respective tax implications depend on the country of residence of the policyholder.