Solutions to facilitate your daily life - and that of those under your care

Guardianship services

• Palatine Money : Those under your care can use this cash withdrawal card in all French cash dispensers. You retain your peace of mind by setting its parameters and the weekly authorised amount of withdrawals.

• Asset management : A range of products is available to meet the needs of adults under guardianship, including:

    - Controlled savings accounts (Sustainable development passbook, passbook account, popular savings account passbook, etc.)
    - Planned investment products such as Palatine Liberté life insurance or Palatine Dimensions.

 

• ETEBAC 3 teletransmission

We provide you with a secure daily teletransmission service of statements of your dependants’ accounts.

 

Palatine Tutelle software designed to optimise your business operations

Banque Palatine and ELANTEC have together designed Palatine Tutelle, a complete, user-friendly IT management tool that enables you to: 

• edit your management accounts,
• deal efficiently with the administrative management of your dependants’ accounts,
• make the most of your working hours,
• reduce the burden of your administrative work.
  

 

We undertake and pay for the installation of the software. Technical assistance is provided by ELANTEC.

Make the most of our expertise

In guardianships as in trusts, you can avail yourself of our expertise in management and advice.
With the help of our know-how, you free up more time for your role as monitor and advisor.