The Federation of European Independent Financial Advisers
Presentations and Ted Talks

WEEK 2:

PRESENTATIONS

(Note: there are no TED Talks scheduled for Week 2)

Thursday 12th November 2020 – Insurance-based Investment Products for 2021 and Beyond

Presentation: 10.05 – 10.35

ONELIFE

Michele Nerantzis has been in the financial services industry for over 27 years, working in the UK, Paris and Luxembourg for HSBC Group, Lombard International Assurance and OneLife. Her roles cover Marketing & Communication, Business Development and Product Solutions.

Marie Salvo is a Finance graduate and currently holds the position of Country Manager at OneLife. She had already been providing management information analysis to the Board of Directors before joining OneLife’s business team, firstly coordinating the partnership business development in France, Iberia and Sweden and now focusing on solutions for expatriate clients. Multilingual and an expatriate herself, Marie is highly knowledgeable concerning the Luxembourg life insurance industry, with more than 10 years’ experience. She is passionate in defining and delivering the best OneLife solution for the clients of financial advisers.

Bernard Denis has been working in the Luxembourg financial sector for more than 25 years, holding a number of positions at E&Y, Morgan Stanley Bank, Chase Manhattan Bank and Lombard International Assurance. In recent years, he’s been working as an independent consultant for various insurance companies.

Fouad Charrite joined OneLife during 2018, after more than ten years within a professional services firm, auditing Investment Funds, Private Equity structures and Securitization vehicles. Today he is OneLife’s Head of Investment Solutions and Business Coordination Departments.

The possibilities and benefits of a Luxembourg life assurance contract

This presentation will initially explain about OneLife – who it is and what it does. It will then look at some of its solutions and how its cross-border Luxembourg life assurance products can provide opportunities and solutions for many clients.

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Michele Nerantzis
Communications and Product Manager

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Marie Salvo
Country Manager dedicated to the UK Expats business

3-bernard

Bernard Denis
Chief Investment Administration Officer

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Fouad Charrite
Head of Investment Solutions and Business Coordination Departments

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david denton

David Denton
Head of International Technical Sales

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Thursday 12th November 2020 – Insurance-based Investment Products for 2021 and Beyond

Presentation: 10.35 – 11.05

QUILTER INTERNATIONAL

As Quilter International’s Head of International Technical Sales, David Denton works with financial advisers and their clients all over the world, specialising in taxation, trusts and pensions. With several decades of international experience, David has built a strong reputation and is a respected speaker on industry matters and technical subjects.

France: the compelling nature of assurance vie

Every country has its own tax advantaged investment regimes to encourage savings and investments, and France is no different. There, assurance vie is a compelling solution with unique advantages. As well as being tax efficient for the policyholder in their lifetime, it can facilitate French inheritance planning, and at the same time overcome the Napoleonic code in terms of heirship laws that someone from the other side of ‘la manche’ would rarely contemplate. Listen to David Denton’s presentation to learn how to explain the wide ranging benefits of our fantastic new solution for your English Speaking Expat clients in France.