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How to request the financial advice service
How to request it
01
Contact us
via the following channel.
02
Indicate the reason for your enquiry
If you are already a customer, you can identify yourself with your full name and ID card number.
03
Make an appointment
and start receiving advice.
Do you need help?
Do you need help?
We answer your financial questions
Advantages
As an Occident customer, you have access to the expertise of our agents and consultants to advise you on your finances.
What the financial advice service includes
What it includes
An annual assessment of your financial situation and your investment goals.
- View the advantages of each investment fund.
- Product proposal that is best suited to your financial situation.
- Clearing up any doubts regarding products contracted or to be contracted.
Frequently asked questions
FAQs
You can request as many services as you need. There is no limit on consultations.
No. Non-independent financial advice is an exclusive service for Occident customers, and it is not linked to the cost of the premium.
Policies most popular that include this service
Linked policies