INDEPENDENT FINANCIAL ADVISORS 45

Over the last 30 years, we have developed a complete range of savings products that have been specifically tailored to target the requirements of our partners in the independent financial advice sector and their clients.

Products with a strong market position

→ Customised solutions for specific requirements: preparation for retirement,

tax optimisation, additional income,

corporate cash management, investments

for family holding companies

→ Lombard loans, wealth engineering, legal expertise, marketing support, separate

websites for partners

→ Deferred profit-sharing agreements, term life insurance, guaranteed income

for life, securities account, PEA and PEA-

SME, online consulting

→ Products for pension plans and employee savings plans with renowned partners

Innovation and a focus on performance: the same DNA for 30 years. We are proud to lead a great team that works hard to offer our partners the best service.

BERTRAND SANCE Independent Financial Advisors France and Belgium

Unique service

→ ODDO BHF Group s expertise in the field of asset management

→ Asset management

Wide range of digital products

→ Online services (subscription, payment, reallocation, redemption )

→ Simulators (fund performance, fixed-income bonds, contracts,

costs and fees, etc.)