Our engagements

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• Comply with regulatory provisions and ethics both with regard to our clients and our professional environment

• Act with loyalty, skill and diligence in the best interests of our clients 

• Permanently maintain our knowledge and  skills at the level required by the evolution of techniques and the economic and regulatory context 

• Inquire about the situation of our clients, their experience and their objectives, in order to formulate a comprehensive wealth advice

• Have recourse to other professionals when the interest of our clients  so requires

• Appropriately communicate useful information for your decision-making, as well as those concerning the terms of our remuneration

• Respect professional secrecy

• Refrain from receiving funds from our clients outside of the fees that we are due