A 100% controlled management

How is the risk profile selected for my management mandate determined?

When the management mandate contract is signed, we determine with the client the risk profile that best corresponds to him among the 3 "standard" profiles proposed. This risk profile then determines the guideline for the management of the client's portfolio by Meria's teams.

Can I make transactions on my Meria account if I select the Management Mandate formula?

In order not to interfere with the Management operations carried out by Meria, you cannot carry out any operations on your account during the duration of your Management Mandate.

You can however contact your advisor in order to carry out the desired operations, in accordance with your Management Mandate contract.

Access to the monitoring of your portfolio and to your dashboard remains possible during the entire duration of your Management Mandate.

How can I track the transactions made by Meria on my portfolio?

You can follow your portfolio and its evolution at any time from the personal space of your Meria account.

You can also consult the operations carried out by the Meria teams on your portfolio in the quarterly report that is sent to you.

What are the fees charged by Meria on management mandates?

The fee policy for management mandates is divided into three parts:

• Entry fee: 1.5%
• Management fee (annual): 2 to 2.9%*
• Performance bonus: 15%**

*Management fee: calculated each quarter from the date of the mandate launch. Decreasing rate according to client assets (<100k€ - 2.9%; 100k€ to 500k€ - 2.5%; >500k€ - 2%)

**Performance bonus: A 15% performance bonus is applied above 20% performance over an annualized period. The bonus is only applied to the portion above 20% performance.

For more information on the fee policy, please contact our sales teams.