When and how to make an arbitration?

Arbitration involves transferring all or part of the capital from one support to another. This allows you to secure gains, take advantage of new opportunities or rebalance your allocation according to market developments.

Practical example: After a sharp rise in stocks, you can arbitrate a portion to the euro fund to secure gains.

When to arbitrate:

• Depending on your investment horizon (near retirement, future project)

• After a significant evolution of the financial markets

• To respect your risk profile

Tip:

Some contracts offer automatic arbitrations based on predefined criteria (target distribution, subscriber age).

Check the arbitration fees, as some companies charge for each transfer between supports.