Personeo

The "Personeo" app from BNP Paribas Epargne et Retraite Entreprises is a simple and practical application for managing your company savings.

ON THE HOME PAGE, USEFUL INFORMATION:

• Amount of savings available now or later.

• Global vision of the accounts (Employee savings, PER Companies and Securities Account)

• Breakdown of savings by investment vehicle or by date of availability.

• Unrealized capital gains or losses by investment medium or by device,

• News messages and alerts when a trade is due.

• Amount of the employer's contribution already received and of the potential employer's contribution.

THE CENTRAL MENU TO PERFORM THE ESSENTIAL OPERATIONS:

• Make your choices for participation and/or profit-sharing.

• Build up savings with one-time voluntary payment by bank card/ direct debit or set up a programmed payment.

• Transfer/arbitrate your savings between the supports offered by your company.

• Request repayment of their available savings, with the possibility, depending on the case, of setting a trigger threshold.

• Transfer the time savings account or the days off not taken to the company savings account.

OPTIMIZE YOUR SAVINGS AND DECISION-MAKING SUPPORT:

• Access all the information on the investment vehicles and the possibility of comparing them (KID, performance, level of risk, recommended investment period, etc.)

• Create an alert on an investment medium and be informed when the desired value is reached.

• Simulators

• Estimate of the matching contribution to be received at the time of entry of your voluntary payment or your choice for participation/profit-sharing.

HISTORY:

Follow the progress of its operations and cancel them if necessary.

PROFILE :

• View and update personal and bank details.

• Find e-Documents and simply manage your free subscription.

• Manage your other free subscriptions: notifications and privilege offers.

• Modify his password, activate his biometric connection.

• Contacts

• View the accessibility statement