“ELIPSE WEALTH INSURANCE BROKER” - LINK BETWEEN PRIVATE BANKING Y INSURANCE COMPANIES
ELIPSE – Wealth Insurance Broker is born with the objective of placing itself in the existing gap between the private banking clients and the insurance companies. Spanish private banking has turned its back on the world of insurance for many reasons. Namely, its complexity, the low margins they receive, the lack of transparency and the loss of assets from the bank balance or investment manager, also due to the complexity of the regulations and their lack of knowledge of the rules that affect the investment tools for planning.
INDEPENDENT ADVICE
All the regulatory changes, the open architecture and the technologic advances make the independent financial advisors as well as bank and asset managers look for self-sufficiency. This is also required by their clients who are more sophisticated and involved in the financial and fiscal environments.
THE LEGAL AND TAX ADVISORS ARE KEY
The fiscal advisors also need to adapt their tax planning and proposals to several investment vehicles and financial assets. Transparency and “fair play” make them need neutral colleagues who know and understand the world of each insurance company and who can aid them in optimizing their proposals in a true and just way.
Elipse Financial Services S.L.
Elipse Financial Services S.L. is an insurance broker inscribed in the Special Administrative Registry of Mediators of the Spanish Insurance Regulator, Directorate General for Insurance and Pension Funds with the code J-3479, and Civil Responsibility policy 78.004.650 according to current law.
The person in charge of customer service is Adolfo Campos Carballo in representation of INADE, Atlantic Institute of Spanish Insurance S.L. (Tef: +34 986 485 228).
