Cryptoassets are a new asset class that is constantly gaining credibility. We help you to support your clients with confidence in this market.
For several years, cryptoassets have been attracting individual and professional investors looking for performance.
Today, this new asset class is a legitimate part of diversifying a portfolio.
Your clients want to invest in cryptoassets but you don't know how to support them?
Our teams are lined up alongside you to guide your clients through their crypto investments.
Discover many projects allowing you to make your clients' cryptoassets grow.
Solutions adapted for autonomous management, for private individuals and professionals.
It is quite possible for a FIA to recommend cryptoactives to his client.
However, before any recommendation, the FIA has a triple duty towards his client, defined by the AMF. In the context of investing in cryptoactives, the FIA must ensure that the investment corresponds to the objectives of his client, but also that it is appropriate according to several criteria. The FIA will also be required to inform his client of any remuneration he will receive from the third-party organization.
As part of the good practices established by the regulator, just as in traditional finance, the advisor will fulfill his "due diligence" obligations, to direct his client to an investment professional in line with his needs and objectives.
The FIA professional must first register on the platform and fill in his KYB (Know Your Business) before any contact with his client(s). Once this step is validated, the client(s) brought by the advisor will have to register themselves by filling in their KYC (Know Your Customer) before any investment or fund transfer operations. Once these two steps have been completed, the client(s) brought in will be attached to the advisor's profile.
The follow-up is organized in a tripartite way between the client, the contributor and Meria. Nevertheless, the follow-up and the management differ according to the management mode chosen by the client.
Depending on your needs, Meria can provide your clients with educational resources to give them the keys to serenely understand investing in cryptoassets. For this, several formats are possible (Webinar, physical intervention ...). We invite you to contact our teams to define the appropriate solution.
Learn to better understand the world of cryptoassets through educational contents and tutorials produced by our teamsDiscover Meria Academy