Personeo

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

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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.


OPTIMIZE YOUR SAVINGS AND DECISION-MAKING SUPPORT:

• Access all the information on the 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.
• 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

Recent changes:
Creation of a consolidated vision of savings for multi-company savers.
Percentage breakdown of savings.
Improved the display of scheduled payouts on the History view.

A question, a technical problem, contact us directly by email at [email protected]
We remain at your disposal…