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We will apply the professional regulations of Financial Investment Consultancy for our intervention:
A complete asset audit of your situation to determine your strengths and weaknesses. Identifying your needs and setting your objectives
A mission letter will be written in order to frame the scope of our intervention, your request, and your objectives. As well as the amount of our remuneration for the implementation of the solution.
A Personalized and continuous support for the implementation and follow-up of your constantly evolving situation.
A transparent relationship with our clients our remuneration consists of two elements:
The fees remunerate our know-how, advice, responsibility, and time spent on the mission. They are determined according to the complexity and duration of the work entrusted to us.
Commissions are paid by our partners who agree to reduce their margin by returning part of the fees collected to us, all in complete transparency and at no extra cost to our client. These commissions cover part of the time spent on advice and the follow-up of recommendations.
In accordance with the provisions of Article 325-6 of the AMF’s General Regulations, clients may obtain more detailed information from Altyx Gestion de Patrimoine.
Our values are the firm’s DNA, we work for our clients and for a long-term relationship. We offer you tailor-made management adapted to their needs thanks to a permanent dialogue.