Wealth management: the questions asked before getting startedstarted

Zolias is not owned by any bank or insurer. The firm is a Financial Investment Adviser, an insurance broker and an agent of an insurance intermediary; it may receive commissions from the institutions whose products it distributes. This form of remuneration is set out in the initial disclosure document and in the engagement letter.

Yes, with your usual advisers, or with those the firm recommends.

Wealth strategy, financial investments, real estate, tax, retirement, protection and succession, private assets and structured products, all in the service of the overall strategy.

Yes: remuneration, cash, protection, sale and reinvestment. For the sale of the business, Zolias Cession, a site of the group, sets out the support provided.

45 minutes, by video call, to understand your situation and what you are looking for. The firm will call you back within one working day to arrange it.

The initial disclosure document, then an engagement letter. These are followed by the analysis, the written wealth review, implementation and follow-up.

Your situation, the proposed strategy, its priorities, the order of actions and the recommended reallocations.

No. It is not charged and carries no obligation.

By advisory fees, depending on the engagement, by commissions paid by the institutions whose products it distributes, or by both. The method chosen is agreed in writing before any work begins.

On the ORIAS register (orias.fr), under no. 25008994: Financial Investment Adviser, insurance broker and agent of an insurance intermediary. The firm is a member of CNCEF Patrimoine.

Yes, as soon as they are exposed to the markets. The risks of each solution are presented to you before any decision.

A complaints procedure, then, if necessary, the ombudsmen: the AMF Ombudsman (Médiateur de l’AMF) for financial investment advice, and La Médiation de l’Assurance (the French insurance ombudsman) for insurance. Addresses: Complaints page.