what we offer

Private account

The benefits of having a Investment Fonds Union private account are many and varied. Most importantly, a private account gives you an affordable and efficient way to manage payments across borders. With Investment Fonds Union’s private account, day-to-day personal expenses and monthly payments are no longer distressing matters. Our private account is designed to simplify discretionary financial transactions such as shopping at retail outlets, paying bills online, or transferring money to and from different accounts, all in multiple currencies and locations across the globe. We provide Mastercard prepaid cards for corporate accounts up to 100 cards per company for their employees, ATM Prepaid cards can be given to the staff for daily expenses, bonuses, gifts, or any other corporate use. Corporate cards can be nominative or anonymous and can be used for one or repetitive use. Open corporate account

Corporate account application

Investment Fonds Union’s corporate accounts deliver numerous capabilities and benefits to businesses. You manage your wealth and funds online 24 hours a day and send or receive money, exchange currency and load your Mastercard. Investment Fonds Union’s skill, experience and commitment combine to provide the most valuable corporate account services for businesses from diverse industries. Corporate clients make the most of the benefits of corporate accounts that deliver financial efficiencies beyond borders. We offer our clients the ability to obtain up to 3 Mastercards per private account for their day to day expenses. You may let your family enjoy the use of an additional card which can be used for withdrawing cash at ATM cash machines, Shop daily, process with online purchases and more. All our cards are geared with a chip and pin code to ensure the MasterCard standards security requirements.

Internationally accepted payment cards

Investment Fonds Union’s Mastercard is accepted across the world, providing clients the freedom and convenience to spend their money.

People running international companies can use these debit cards for their personal and business use, as well as set up multiple sub-accounts to obtain additional cards for their colleagues or family.

These cards are part of the overall financial freedom that Breder Suasso offers all its clients.

Investment Fonds Union card holders enjoy a hassle-free payment system for their personal and commercial expenses regardless of their location or the currency of the products/services purchased using the card.

Risk Disclosure

Investing carries a variety of risks and it’s important you understand them before making investment decisions. This Risk Warning cannot disclose all the risks and other significant aspects of the investments and markets referred to herein. You should not deal in financial instruments unless you understand their nature and the extent of your exposure to risk and potential loss.

OUR SERVICES

Overview

Money means different things to all of us. And what colors our attitudes toward it, or what we want from it, is a highly selective thing. We understand that money is a difficult subject to discuss and that the choices you have to make about it can be overwhelming. That's why we take it as a point of honor that you trust us to help you manage it effectively. While we offer a multitude of financial services, we prefer not to think that we work to enhance the bottom line of a portfolio

contact us

Accumulation

Accumulation planning addresses an individual's investment needs, asset allocation, and the suitability of different types of securities in light of your goals and risk tolerance. In today's world, there are common needs and desires people seek to accomplish. To protect their ability to earn and accumulate wealth, many people choose to hold insurance, as well as maintain an emergency fund, to guard against depleting savings that are intended for other goals.

contact us

Taxation

Tax planning considers the tax implications of individual, investment, or business decisions, usually with the goal of minimizing tax liability. While decisions are rarely made solely on their tax impact, you should have a working knowledge of the income or estate tax issues and costs involved.
A major goal of tax planning is minimizing federal income tax liability.Investment tax planning involves evaluating how to best position assets in order to minimize the amount of taxes.

contact us

Business Planning

Business planning focuses on issues specific to business owners and shareholders. For most business owners, the business is their most significant asset, and the financial success of that business has an immediate impact on the economic security of the family. Without proper planning, you may have difficulty tapping the value of your business to support your retirement, or your family may lose the value of your business at your death.

contact us

Retirement Planning

Retirement planning involves evaluating your current financial standing and creating an accumulation strategy that will help to ensure a desired retirement lifestyle. Because an individual's retirement years can span decades, retirement planning generally dominates other financial goals. A successful plan put into place during the wealth-building lifespan should address ways to maximize growth and tax-efficient distributions, as well as how to leave retirement assets to the next generation.

contact us

Estate Planning

Wealth transfer planning involves the smooth transition and distribution of wealth according to your wishes. With proper estate planning, you decide to whom, how, and when your assets will be distributed, as well as who will manage your estate or business. Special issues you may deal with are providing financial security for others, planning for children of a previous marriage, equalizing inheritances fairly, and retiring from your business. Wealth transfer planning also involves the management of assets during disability or incapacity.

contact us

Offering the smartest investment strategies