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From theory to practice, CIF and CGP, discover our complete, free dossier.
We have written a white paper for Financial Investment Advisors (CIF) and Wealth Management Advisors (CGP), aimed at guiding them in their approach to crypto assets. This document serves as an operational manual, providing financial advisors with a practical tool for implementation, to serve their clients.
This is the amount invested by the French in cryptocurrencies in 2024
an increase of 60 % compared to 2023of French people hold cryptocurrencies
a 28 % increase over 2023Cryptocurrencies are increasingly popular, but are they really a credible asset class to consider in wealth diversification?
Discover the different ways to invest in cryptocurrencies, how to approach them and which partners are available to support you in this direction.
Stand out by effectively answering the questions of clients who are increasingly intrigued by the topic of cryptocurrencies.
An overview of the regulatory framework, from the position of regulators to the fiscal framework, including accounting for your professional clients.
OAK Invest is an independent investment media offering informative content with an innovative and dynamic approach. Our aim is to bring together a community of investors at all levels in search of clear, accessible knowledge. We also make our expertise available to financial professionals to help them develop their audience.
Since 2022, Meria has been supporting Financial Investment Advisors (FIAs) and Wealth Management Advisors (WMAs) to meet their clients' growing cryptocurrency needs. We have designed a guided management offering, built around three risk profiles, which has met with a particularly favorable reception within the profession.
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It is quite possible for a FIA to recommend cryptocurrencies 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 cryptocurrencies, 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 customers with educational resources to give them the keys to a serene approach to cryptocurrency investing. There are a number of possible formats (webinars, physical presentations, etc.). We invite you to contact our teams to discuss the most appropriate solution.