Professional Portfolio Fact Sheet

Policy Currency: This policy will be denominated in euro, but Investment Amounts are accepted in the following currencies; US dollar, sterling, euro, Hong Kong dollar, Japanese yen or Swedish krona and all benefits will be paid in the currency of the policy.
Investment Choice: Professional Portfolio offers two separate investment options. The Pooled Portfolio option enables you to build an investment portfolio from any recognised unit trust or mutual fund. The Personal Portfolio option extends the investment choice across a range of internationally quoted securities, including our own international funds, mutual funds, open-ended investment company schemes and cash.
Eligibility: This is a single premium whole of life assurance policy, where benefits are linked to a portfolio of assets. Issued by Generali PanEurope it is available to English speaking expatriates resident in Belgium or the Netherlands at the time of completion of the Application form.
Minimums: The minimum single premium is EUR80,000 with further contributions in excess of EUR8,000.
Additional Options: Portfolio Manager: This facility enables the Policy Owner to appoint an independent Portfolio Manager to act as an investment adviser to the portfolio.
Income Facility: This service is provided free of charge and income can be paid monthly, quarterly, half-yearly or annually (subject to a minimum of USD500 per payment).
Overdraft Facility: If at any time there is insufficient cash within the portfolio to meet an income payment or a charge we will allow an overdraft of up to 20% of the investment value, to avoid having to sell small amounts of the portfolio. Additional amounts are available on request.

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Generali PanEurope is a limited liability company registered in Ireland (number 311420) and licensed to transact life assurance business by the Irish Financial Regulator. Generali PanEurope Limited, Business Address: Navan Business Park, Athlumney, Navan, Co. Meath, Ireland. Telephone: + 353 (0)46 906 0266, Facsimile: + 353 (0)46 906 0221. Registered Office: 25 – 28 North Wall Quay, Dublin 1, Ireland.