Authorization enabling financial advice
Lifeplan is a member of the Swedish Insurance Intermediaries Association (SFM) and is under the supervision of Finansinspektionen.
Safe and personalized advice - always with your best interests in mind
Lifeplan complies with the Financial Supervisory Authority’s high standards for independent advice under the Insurance Distribution Directive. This ensures that the advice is based on impartial and personalized analysis.
By not accepting commissions or kick-backs from funds and insurance companies, but instead allowing the employer to pay for the service, it is possible for Lifeplan to have only the individual’s best interests at heart in every situation.
You are in control
Lifeplan never manages your money or assets, we advise you and you make the changes yourself
Secure login with personal bank ID
Lifeplan is a digital service and uses only bank ID for login.
You can always get in touch with us
If you want to talk to us, we have certified advisors to help you and a customer service team available during office hours.
Authorization
Lifeplan AB (556734-5649) is a member of the Swedish Insurance Mediation Association (SFM). We are supervised by the Swedish Financial Supervisory Authority, which also handles our licenses.
See information about Lifeplan AB at Finansinspektionen
Since October 1, 2018, Lifeplan acts as a tied agent to the securities company Waizer AB org. 559018-9303 regarding investment advice. This can be verified at the Swedish Companies Registration Office.
Read more about Waizer.
