The 20% discount offer in the Financial Planning invoice, is valid in contracts signed and or before October 31, 2020. Offer applies to new clients that subscribe to the service or clients that are looking to revise their current financial plan. The financial plan entails a cost, which may vary according to contracted analysis. The suggestions and recommendations included in the client’s financial plan are offered as a financial orientation with no guarantee as to the performance or yields of any insurance or investment product that may be acquired according to such recommendations. Banco Popular de Puerto Rico, its subsidiaries and affiliates, are not engaged in providing legal, accounting, or tax advisory services. If you require legal, accounting, or tax advice services, you should consult a professional specializing in these areas.
Investment products and services are offered by Popular Securities LLC, "registered broker dealer," a member of FINRA and SIPC. Popular, Inc. and Banco Popular de Puerto Rico are not registered securities brokers. Popular Securities is a subsidiary of Popular, Inc. and affiliate of Banco Popular. Popular One is an integrated services platform through which the services of Popular Securities are offered. Investment products are not insured by the FDIC, or by any other government agency, are not deposits or obligations and are not guaranteed by the Banco Popular de Puerto Rico or subsidiaries and/or affiliates; they involve risk and may lose value, including the loss of the invested principal.
Insurance products and services are offered by Popular Risk Services, an insurance producer duly authorized by the Office of the Insurance Commissioner of Puerto Rico. Popular Risk Services is a subsidiary of Popular, Inc. and affiliate of Banco Popular. Popular One is an integrated services platform through which the services of Popular Risk Services are offered. Insurance products are not insured by the FDIC, or by any other government agency, are not deposits or obligations, are not guaranteed by Banco Popular de Puerto Rico or its subsidiaries and/or affiliates. Some insurance products may lose value.
1The Certified Financial Planner Board of Standard, Inc. is the owner in the United States of the CFP® Certified Financial Planner trademark, which is granted to individuals who successfully complete the initial and ongoing requirements for certification as established by the CFP Board.
2The Investments and Wealth Institute® is the owner of the CPWA® Certified Private Wealth Advisor trademark. Its use indicates that the user has completed the initial and subsequent credential requirements for certification.
Our Wealth Management services are available to clients who maintain deposits and / or investments of $ 500,000 or more in Popular. Applies to customers who request the service from January 1, 2019.