Altafid comienza a ofrecer a sus clientes planificación patrimonial

Santiago, 01 de abril de 2022.- Un nuevo servicio, inédito en Chile, comenzó a ofrecer a sus clientes inversionistas la plataforma de inversiones globales Altafid que comenzó sus operaciones en el país a fines de 2021. Se trata de la Planificación patrimonial que representa una parte fundamental de una estrategia más amplia de gestión del patrimonio, sobre todo cuando se piensa en el propio legado.

“Nos dimos cuenta de que había un vacío en el mercado chileno con respecto a una planificación patrimonial eficiente, accesible y asequible. Actualmente, estos servicios son ofrecidos por abogados que cobran honorarios excesivos en la creación de un testamento y honorarios adicionales por las inevitables modificaciones a medida que se producen cambios en la vida”, explicó el CEO de Altafid, Vito Sciaraffia.

A través de este servicio, los clientes de la plataforma Altafid podrán acceder a testamentos notariales de forma gratuita, con la inversión de una cuenta tradicional. “Las personas pueden inscribirse para obtener testamentos gratuitos incluso si no tienen una cuenta de inversión en la plataforma Altafid; sin embargo, estas personas tendrán que pagar una tarifa aparte para obtener sus testamentos notariales”, sostuvo el ejecutivo.

Y agrega que “Altafid aporta una enorme eficiencia al mercado de los servicios financieros al facilitar el acceso a los testamentos directamente, sin necesidad de intermediarios adicionales ni de largos compromisos con los abogados”.

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