What is the beneficiary clause?

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This clause allows you to designate the person(s) of your choice who will receive your Mandatory PER savings in the event of death, within an advantageous tax framework ( exemption from inheritance tax up to a limit of 152,500 per beneficiary). The savings made will therefore not be counted in your inheritance assets and will only go to the designated beneficiary(ies).

How to do ?

The designation of the beneficiary(ies) can be done via the Epsor “beneficiary clause” bulletin. You will need to request this from customer service by chat (from your personal space), e-mail ( hello@epsor.fr ) or telephone (01 89 71 10 76). This clause applies during the phase of building up your savings.