Contact
Where we are?
Meeting to discuss work and knowledge
To talk about your knowledge/ experience and to understand your objectives and philosophy as an investor.
Investment proposal
We design a Personal Finance Plan for you (retirement savings, revenue, etc) or a specific portfolio according to your needs.
Study and analysis of your overall portfolio
We conduct a confidential study of your current investments and a review of your current portfolio. We then identify opportunities for improvement.
Product or service selection
Select the solution that is best for you (financial advisory, discretionary portfolio management or reception and transmission of orders), as well as the investment instrument, be it fixed income, equity, investment funds, structured products, investments in private equity or real estate, with the possibility of tailored financing.
Choose the best option for managing your investments
Shall we talk?
The bank, as the data controller, will process your data for the purposes of managing the request, the comprehensive management of your data with the companies of the Creand Group, and the sending of offers and commercial communications that may be of interest to you, based on your consent, and for which we will need to send communications to other companies of the Creand Group, as well as carry out international transfers.
You may exercise your rights of access, rectification, erasure, restriction, objection and portability at any time, as detailed in the additional information on data protection.
La entidad, como responsable del tratamiento, realizará el tratamiento de sus datos para la gestión de la solicitud, la gestión integral de sus datos con las entidades del Grupo Crèdit Andorrà, y el envío de las ofertas y comunicaciones comerciales que pudieran ser de su interés, en base a su consentimiento, para lo que necesitaremos realizar comunicaciones a otras entidades del Grupo Crèdit Andorrà, así como realizar transferencias internacionales.
Usted podrá ejercitar, en cualquier momento, sus derechos de acceso, rectificación, supresión, limitación, oposición o portabilidad tal y como está detallado en la información adicional de protección de datos.
