About EASY SAVE.
EASY SAVE was founded on a simple observation: financial markets, often viewed as complex and reserved for an elite, should be accessible to everyone.
In a world where financial management is increasingly important, EASY SAVE’s mission is to make saving and investing accessible, understandable and profitable for as many people as possible.
EASY SAVE offers a range of innovative savings solutions designed to suit different investor profiles, from beginners to experienced investors.
The aim is to help everyone grow their capital simply and securely.
*EASY SAVE analyses each client’s profile to offer a tailored savings strategy aligned with their financial objectives and risk appetite.
*We provide intuitive tools for investing in financial markets, enabling everyone to manage their investments independently while benefiting from expert advice.
*To meet current expectations, we develop innovative savings products such as diversified portfolios, automated savings plans and responsible investment solutions.
Values
1. Accessibility: Make financial markets accessible to everyone, regardless of their knowledge or starting capital.
2. Simplicity: Offer clear, understandable solutions that are easy to implement, demystifying saving and investing.
3. Innovation: Stay at the forefront of new investment trends by incorporating modern technologies and disruptive approaches.
4. Transparency: Communicate clearly and honestly with clients, without hidden fees or incomprehensible financial jargon.
EASY SAVE is committed to helping clients manage their savings by providing educational tools, market analysis and personalised support. We firmly believe that every individual deserves the tools to build their financial future with peace of mind.
EASY SAVE is more than a financial services company: it is a partner for everyone seeking to take control of their financial future. With tailored, innovative and accessible solutions, we aim to transform how people perceive and manage their savings.
Expertise.
Products offered.
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Remuneration.
Authorisations and registrations.
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Key takeaways
EASY SAVE is registered with ORIAS in the following categories: CIF and COA. This means the company is able to operate in the following areas: CIF : an investment advisor authorised to provide recommendations on financial instruments and investment solutions within the applicable regulatory framework COA : an insurance or reinsurance broker, able to present, propose or help arrange insurance contracts suited to the client's situation
EASY SAVE is a member of the professional association CNCEF. These bodies play an important role in overseeing the profession: CNCEF is a professional confederation bringing together several advisory, insurance, credit and wealth management professions, with a role in supporting, training and representing its members.
EASY SAVE thus presents a profile framed both by its ORIAS registrations and by its affiliation with one or more professional bodies. For a saver or investor, these elements provide useful benchmarks for better understanding the professional's scope of activity.
Disclaimer
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