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We are Heritage Group
We provide perpetual bonds secured by tangible real estate assets that adhere to European Union legislation.
Experience a dependable alternative to conventional real estate investments today, offering enhanced security and passive gestion over comparable options.
Experience a dependable alternative to conventional real estate investments today, offering enhanced security and passive gestion over comparable options.
Our Story
We are a dedicated team committed to providing exceptional service and quality products.
Boasting a wealth of experience in our industry, we continually aim to surpass client expectations and foster enduring connections.
Our extensive experience has granted us access to dependable partners, whom we've trusted for quite some time.
As Heritage Group , we appreciate your decision to choose us.
Our extensive experience has granted us access to dependable partners, whom we've trusted for quite some time.
As Heritage Group , we appreciate your decision to choose us.
What Makes Us Stand Out?
Before launching our activities, we conducted a preliminary study and prospecting, which sets us apart from our competitors.
7+
Years in business *
* The years of business experience represent those of the company owners, not the years of existence of the Heritage Group.
Business growth strategy
We operate like an exclusive circle, relying solely on private business introducers.
We also value organic traffic and avoid any form of proactive advertising.
We also value organic traffic and avoid any form of proactive advertising.
Success & Vision
At Heritage Group,we aim to offer an alternative to traditional products.
Qualified Team
Our organization boasts a skilled team with extensive expertise in specialized market sectors.
Perpetual Bonds
Secure a yield on your perpetual bonds via a legal agreement and safeguard, ensuring the protection of your investments.
Maximum Services
Our mission is to optimize investment returns for our clients, setting us apart.
Growth Vision
Our strategic vision enables us to provide alternative solutions in the mid and long run.
Are you willing to join us?
Explore our range of products at your leisure by visiting our services page.
Investment advice
Heritage Group is NOT providing any investment advice. MIFID Directive 2014/65/EU defines Investment advice as « the provision of personal recommendations to a client, either upon its request or at the initiative of the investment firm, in respect of one or more transactions relating to financial instruments ».
Article 9 of Delegated Regulation (UE) 2017/565 defines a personal recommendation as «a recommendation that is made to a person in his capacity as an investor or potential investor.
Heritage Group is NOT providing any investment advice. MIFID Directive 2014/65/EU defines Investment advice as « the provision of personal recommendations to a client, either upon its request or at the initiative of the investment firm, in respect of one or more transactions relating to financial instruments ».
Article 9 of Delegated Regulation (UE) 2017/565 defines a personal recommendation as «a recommendation that is made to a person in his capacity as an investor or potential investor.
That recommendation shall be presented as suitable for that person, or shall be based on a consideration of the circumstances of that person, and shall constitute a recommendation to take one of the following sets of steps: (a) to buy, sell, subscribe for, exchange, redeem, hold or underwrite a particular financial instrument; (b) to exercise or not to exercise any right conferred by a particular financial instrument to buy, sell, subscribe for, exchange, or redeem a financial instrument. ».
None of the Heritage Group communications are personals. All communications are generic and Heritage Group does not take into account the personal situation nor the financial objectives of its users.
The users are responsible for their choices and for their potential losses, including the complete loss of their capital.
None of the Heritage Group communications are personals. All communications are generic and Heritage Group does not take into account the personal situation nor the financial objectives of its users.
The users are responsible for their choices and for their potential losses, including the complete loss of their capital.
Prospectus
Article 3 of Regulation UE 2017/1129 provides that securities shall only be offered to the public in the European Union after prior publication of a prospectus.
Article 3 of Regulation UE 2017/1129 provides that securities shall only be offered to the public in the European Union after prior publication of a prospectus.
Under the prospectus regime, securities approved in one member state benefit from the financial passport and can be offered in any other EEA state. Article 1(4) of Regulation UE 2017/1129 provides that the obligation to publish a prospectus shall not apply to an offer of securities addressed to fewer than 150 natural or legal persons per Member State.
Heritage Group is therefore exempt from publishing a prospectus.
Heritage Group is therefore exempt from publishing a prospectus.
Heritage Group does not engage in financial solicitation through its communications. Financial solicitation involves making unsolicited contact with the aim of concluding a financial transaction.
It is essential to understand that all personal interactions initiated by Heritage Group are always prompted by the prospects themselves.
It is essential to understand that all personal interactions initiated by Heritage Group are always prompted by the prospects themselves.
Crowdfunding
Service provided by Heritage Group is out of scope of the crowdfunding service with the meaning of regulation EU/2020/1503.
Heritage Group is not providing the service of matching the business funding interests of investors and project owners.
Service provided by Heritage Group is out of scope of the crowdfunding service with the meaning of regulation EU/2020/1503.
Heritage Group is not providing the service of matching the business funding interests of investors and project owners.
"If you have any questions or need assistance regarding management projects, collaborations, or operational issues, please don't hesitate to send an email to Heritage Group. We are ready and willing to address all your inquiries and handle your request submissions."
We are ready and willing to address all your inquiries and handle your request submissions."
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