The work carried out on your file, up to the delivery of the strategy, may or may not give rise to fees, depending on the nature of the engagement.
How each service is charged
The initial consultation
45 minutes, by video call, with no obligation.
Not charged
The analysis and the wealth review
A written review: your situation (assets, liabilities, income, contracts, family), the strategy chosen and why, its priorities and the order of actions. It serves as the basis for discussions with your other advisers.
Fees, according to the engagement
Implementation and follow-up
The solutions selected, then the follow-up, as agreed in the engagement letter.
Fees, according to the engagement
The documents provided
- The initial disclosure document, from the outset: status, registrations, remuneration, complaints and ombudsmen.
- The engagement letter, signed before any paid work: services, terms, duration, agreed fees.
- Before any subscription: the costs and charges of the recommended product, and the remuneration it earns the firm.
The principle
Depending on the engagement, the firm is remunerated by advisory fees, by commissions from the institutions whose products it distributes, or by both. The method chosen is presented to you before any commitment.
Where the firm receives commissions, their existence, their nature and, under the conditions laid down by the regulations, their amount are disclosed to you. They do not release the firm from its duty to recommend solutions suited to your profile.