Insurance intermediary listed in France on the official register of insurance, banking and finance intermediaries (www.orias.fr) under No. 07005550 and placed under category 'b' given that it is not under a contractual obligation to work exclusively with one or several insurance companies. Upon request, the list of partners will be provided.
Financial investment consultancy listed in France on the exclusive register of insurance, banking and finance intermediaries (www.orias.fr) under No. 07005550, and member of the French National Chamber of Asset Management Consultancies (www.cncgp.fr), an association accredited by the French Financial Markets Authority.
Product-promoting institution(s) as set out under Article L.341-3(1) of the French Monetary and Financial Code (code monétaire et financier) (particularly credit institutions, payment institutions, insurance companies and management companies for collective investment undertakings) with whom the firm has a strong financial or business relationship: None
If intermediation services for financial products are provided following the financial investment consultancy service,, the details about the remuneration will be provided in the mandate letter.
Intermediary listed on the exclusive register of insurance, banking and finance intermediaries (www.orias.fr) under No. 07005550, under the category of banking transactions and payment services broker.
The amount of the payment received from the credit or payment institution and the methods for calculating this amount will be provided to you prior to subscription
In the event of a dispute or claim by the client, the parties to the contract shall firstly endeavor to come to an amicable settlement.
The client should send the claim to his/her usual Advisor at RFP's postal address. The Advisor will confirm receipt within 10 days, and then respond to the claim within two months of receipt. Should the parties fail to reach an amicable settlement, they may proceed to inform:
Should the above routes be unsuccessful, the dispute may be brought before the competent courts.
Pursuant to Article 325–9 of the AMF's General Regulation, the firm shall not disclose or exploit, without express agreement, information pertaining to its clients for any purpose which falls outside its remit. This provision is not enforceable on the French National Chamber of Asset Management Consultancies as part of its supervisory duties.