Personeo

by BNP PARIBAS


Finanzas

Libre



A simple and practical application to manage your employee savings


BNP Paribas Epargne et Retraite Entreprises “Personeo” app is a simple and practical application for managing business savings.USEFUL INFORMATION ON THE HOME PAGE:• Amount of savings available now or later.• Global vision of accounts (Employee savings plan, Corporate PER and Securities Account)• Breakdown of savings by device (PEE, PERCO, PERECO), by investment medium or by date of availability.• Unrealized capital gains or losses by investment vehicle or by device,• News messages and alerts when a transaction is to be entered.• Amount of the matching contribution already collected and the potential matching contribution.THE CENTRAL MENU TO CARRY OUT THE ESSENTIAL OPERATIONS:• Make choices for participation and / or profit-sharing.• Build up savings with one-off voluntary payment by bank card / direct debit or set up a scheduled payment.• Transfer / arbitrate your savings between the supports offered by your company.• Request reimbursement of available savings, with the possibility, depending on the case, of setting a trigger threshold.OPTIMIZE YOUR SAVINGS AND DECISION-MAKING:• Access all the information on investment vehicles and the possibility of comparing them (KIID, performance, level of risk, recommended investment period, etc.)• Create an alert on an investment medium and be informed when the desired value is reached.• SimulatorsHISTORY:Monitor the progress of its operations and cancel them if necessary.PROFILE:• View and update personal and banking data.• Manage your free subscriptions: to e-Documents, notifications, privileged offers.• Change his password, activate his biometric connection.• ContactsDiscover the new Personeo app!Completely revised, live the new experience of corporate savings.To take advantage of it now, install or update the Personeo app.Share your experience by leaving us a comment.Thank you for using the Personeo application from BNP Paribas Epargne et Retraite Entreprises.For any questions, contact us directly by email at [email protected]