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Our engagements

  • 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

Signature d'un contrat
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