Comprehensive Guide for Savvy Investors

EXECUTIVE SUMMARY

The OZ Book represents a major innovation in the world of gold investment, offered by FINANCIÈRE DU NOGENTAIS, a French family company founded in 1986 and endowed with exceptional share capital of €277.6 million.

Key Points to Remember:

  • 2024 Performance: Gold recorded +34% in euros with 40 historical records

  • 2025-2026 Forecasts: Institutions aim for $3,700 to $4,000 per ounce

  • Accessibility: minimum €10,000

  • Taxation: PFU (30%) or progressive income tax scale

  • Liquidity: 24/7


1. FINANCIÈRE DU NOGENTAIS: A REFERENCE WEALTH INSTITUTION

1.1 History and Entrepreneurial Heritage

FINANCIÈRE DU NOGENTAIS embodies nearly four decades of excellence in wealth management. Founded on June 3, 1986, it is part of the entrepreneurial dynasty of the Soufflet family, emblematic of French industrial success.

1.2 Exceptional Financial Strength

With a share capital of €277,582,696.27 and fixed assets of €138.8 million, Financière du Nogentais offers a guarantee of stability and sustainability. It is audited by renowned firms such as FORVIS MAZARS SA and AVVENS AUDIT.

1.3 Governance and Leadership

Under the presidency of Jean-Michel Soufflet since 2010, the company benefits from a proven strategic vision and recognized expertise in the French business world.

[Image of a stylized graph showing the performance and innovation of the OZ Book.]

2. THE OZ BOOK: INNOVATION AND PERFORMANCE

2.1 Concept and Positioning

The OZ Book is a sophisticated paper gold investment solution, backed by the real price of gold, combining security, modernity, performance, and flexibility.

2.2 Comparative Advantages of Paper Gold

Compared to physical gold, it eliminates storage fees and insurance constraints while offering instant liquidity. Compared to traditional ETFs, it guarantees a direct backing to real physical gold and personalized support.

3. EXCEPTIONAL MARKET CONTEXT

3.1 Historical Performance of Gold

The year 2024 was record-breaking with a performance of +34% in euros and 40 new historical peaks, highlighting the relevance of gold as a protective asset.

3.2 Institutional Forecasts 2025-2026

A strong consensus from major banks (J.P. Morgan, Goldman Sachs) targets a price between $3,700 and $4,000 per ounce, supported by the demand from central banks and a favorable macroeconomic environment.

4. TAX AND WEALTH OPTIMIZATION

4.1 Favorable Tax Regime

The taxation of paper gold is simple: Single Flat Rate Withholding (PFU) of 30% or, optionally, integration into the progressive income tax scale if it proves more advantageous for the investor.

4.2 Transmission Strategies

The OZ Book fits perfectly into intergenerational transmission schemes by ensuring the protection of family capital, the diversification of transmitted assets, and great flexibility in the distribution among heirs.

7. GUARANTEES

7.1 Investment Protection

  • Asset segregation: your capital is protected in segregated bank accounts outside those of FDN

  • Regular audits: Independent verification of stocks

  • Professional insurance: Comprehensive risk coverage

  • Regulatory compliance: Strict adherence to French and European standards

7.2 Total Transparency

  • Monthly reporting: Detailed status of positions

  • Complete documentation: Access to all legal documents

  • Regular communication: Information on market developments

CONTACTS AND PRACTICAL INFORMATION

FINANCIÈRE DU NOGENTAIS

6 Victor Hugo Street, 60500 GOUVIEUX

📞 Phone: 03 65 96 09 76

✉️ Email: [email protected]

🌐 Website: https://gestion.finance

NEXT STEPS

Don't let economic uncertainty erode your wealth. Discover today how the OZ Book can secure and enhance your assets.

Contact our advisors for a personalized appointment.

📞 Phone: 03 65 96 09 76