Service

Non-independent financial advice

Non-independent financial advice.

Request service

01

Contact us

via the following channel.

Your agent

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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.

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We answer your financial questions

As an Occident customer, you have access to the expertise of our agents and consultants to advise you on your finances.

Specialists

Highly qualified agents and consultants.

Custom-made

Ask about your financial needs according to your situation.

Follow-up

Regular, personalised contact to respond to your needs.

What the financial advice service 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

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.

Frequently asked questions

Policies most popular that include this service

GCO Ahorro, FI

This is of interest to you if you have a conservative saver profile.

  • National and international fixed income.
  • Horizon less than two years.

GCO Eurobolsa, FI

Invest in the best European securities.

  • European variable income
  • Horizon more than five years.

GCO Bolsa USA, FI

Take the leap into the American market.

  • Equities in the United States.
  • Horizon more than five years.

CO Renta Fija, FI

Choose risk-free return.

  • National and international fixed income.
  • Horizon less than two years.

CO Patrimonio, FI

Your most comprehensive investment.

  • European, US and Asian equities and fixed income.
  • Long-term outlook.

CO Emergentes, FI

Explore the potential of new markets.

  • Equities in emerging markets.
  • Long-term horizon.