Independance and integrity
We follow scrupulously the legislation. During our first interview, we hand you in:
- A document that gathers the mentions prescribed in the article 325-3 of the general French market authority AMF rules and in the articles L.520-1 and R-520-1 of the French insurance laws
- The conformity file composed by all the information about the clients (legal entity or physical person)
- The Chart of the National Camber of Wealth and financial managers and advisors
At our second meeting, we submit to our clients the global mission letter that they have to sign before we begin working together.