I want to invest part of my cash in crypto
I want to offer cryptoasset investment products to my clients
I want to distribute Meria's services on my platform
How Meria can become a technical partner of my network
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.
A trusted partner registered in France and competent in its field. The teams are available and allow investors to apprehend this new asset class serenely.
Meria is a key player in the crypto ecosystem. They are among the pioneers and have been witnessing the evolution of the market since the beginning for better and for worse. This position gives them a very informed look at both the opportunities and the risks inherent to this new asset class.
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.
Meria guides you in your investments in cryptoactives
As an approved CGP and CIF firm, we choose Meria to invest our clients in crypto-assets via their fully delegated discretionary management.