Financial advice on investment products | Occident

Non-independent financial advice

Non-independent financial advice.

How to request the financial advice service

Contact us

via the following channel.

Your agent

Contact your trusted broker

Search for an office

Indicate the reason for your enquiry

If you are already a customer, you can identify yourself with your full name and ID card number.

Make an appointment

and start receiving advice.

Do you need help?

Call us now

We'll resolve your queries

917 83 83 83

Via WhatsApp

We will answer you as soon as possible

At one of our branches

Find the nearest one

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Write to us

We will get in touch with you

Please provide your details

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.
Minimises risk with solvent issuers.

See insurance

GCO Eurobolsa, FI

Invest in the best European securities.

European variable income.
Invest in the most creditworthy European companies.

See insurance

GCO Bolsa USA, FI

Take the leap into the American market.

Equities in the United States.
Invest in the world's largest economy.

See insurance

Occident Renta Fija, FI

Choose risk-free return.

National and international fixed income.
Invest with the minimum risk.

See insurance

Occident Patrimonio, FI

Your most comprehensive investment.

European, US and Asian equities and fixed income.
Maximise your capital.

See insurance

Occident Emergentes, FI

Explore the potential of new markets.

Equities in emerging markets.
Explore emerging markets.

See insurance

Other services that might interest you

Courtesy service

Legal advice helpline

Resolve any legal matter that may arise in your private or family life.

24 hours a day, 365 days a year.
No limit on consultations.
Social Security administration procedures and claims for Social Security benefits.

See service

Courtesy service

Telephone medical advice

We put you in contact with a professional by telephone or video call to answer any health-related query you may have.

At any time of the day, wherever you are.
Immediate attention, with no waiting lists.

See service

Non-independent financial advice

How to request the financial advice service

Contact us

Your agent

Indicate the reason for your enquiry

Make an appointment

Do you need help?

Call us now

Via WhatsApp

At one of our branches

Write to us

We answer your financial questions

Specialists

Custom-made

Follow-up

What the financial advice service includes

Needs analysis

Non-independent financial advice

Frequently asked questions

How many services can I request each year?

If I use the service, will my premium be increased the following year?

Policies most popular that include this service

GCO Ahorro, FI

GCO Eurobolsa, FI

GCO Bolsa USA, FI

Occident Renta Fija, FI

Occident Patrimonio, FI

Occident Emergentes, FI

Other services that might interest you

Legal advice helpline

Telephone medical advice

Follow us on social media

Download the app

News and advice

Professionals

Non-independent financial advice

How to request the financial advice service

Contact us

Your agent

Indicate the reason for your enquiry

Make an appointment

Do you need help?

Call us now

Via WhatsApp

At one of our branches

Write to us

We answer your financial questions

Specialists

Custom-made

Follow-up

What the financial advice service includes

Needs analysis

Non-independent financial advice

Frequently asked questions

How many services can I request each year?

If I use the service, will my premium be increased the following year?

Policies most popular that include this serviceLinked policies

GCO Ahorro, FI

GCO Eurobolsa, FI

GCO Bolsa USA, FI

Occident Renta Fija, FI

Occident Patrimonio, FI

Occident Emergentes, FI

Other services that might interest you

Legal advice helpline

Telephone medical advice

Follow us on social media

Download the app

News and advice

Professionals

Policies most popular that include this service