Discover and understand cryptocurrencies through our educational content
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A 10-hour DDA-compliant training provided by Coliseum Ingénierie and Minute Courtier
Integrate crypto to your clients’ portfolio
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Learn to better understand this new asset class to support your clients.
An innovative and specific training exclusively for CIFs and CGPs
10 hours of training structured in independent modules for greater flexibility and effectiveness
A DDA-compliant training with essential and recognized content
For several years, Meria has been supporting Financial Investment Advisers (CIF) and Wealth Management Advisers (CGP) to meet the growing needs of their clients in terms of cryptocurrencies. We have designed a managed investment service, structured around three risk profiles, which has been particularly well received within the profession.
Would you like to discuss this with one of our advisers?
It is indeed possible for a CIF to recommend cryptocurrencies to their client.
However, before making any recommendations, the CIF has a triple duty towards their client, defined by the AMF. When investing in cryptocurrencies, the CIF must ensure that the investment is in line with the client's objectives, as well as being suitable according to several criteria. The CIF will also be required to inform their client of any remuneration they receive from a third party.
As part of the good practices established by the regulator, just like in traditional finance, the adviser will fulfill their 'due diligence' obligations, to guide their client towards an investment professional that fits their needs and goals.
The CIF professional must first register on the platform and complete their KYB (Know Your Business) before any connection with their client(s). Once this step is validated, the client(s) brought by the adviser must themselves complete their registration by providing their KYC (Know Your Customer) information before any investment transactions or fund transfers. Once these two steps are completed, the client(s) brought in will be linked to the adviser's profile.
The follow-up is organized tripartite among the client, the introducer, and Meria. However, monitoring and management vary depending on the management mode chosen by the client.
Depending on your needs, Meria can provide your clients with educational resources to help them confidently approach investing in cryptocurrencies. Several formats are possible (Webinar, physical intervention, etc.). We invite you to contact our teams to define the appropriate solution.