About EDOS INVESTISSEMENTS.
EDOS INVESTISSEMENTS is a wealth management, financial engineering and brokerage advisory firm specialising in support for business owners, senior executives and families.
Led by Patrick LISSERRE, the firm operates from two locations: Gujan-Mestras (Arcachon Bay) and Vincennes (Val-de-Marne).
Our advice is organised around the firm’s key areas of expertise to address business owners’ professional and personal challenges:
Business Owners & Companies: Structuring asset-holding companies and French property companies (SCI), supporting business transfers under the Pacte Dutreil, mergers and acquisitions or disposals, and strategies separating usufruct from bare ownership.
Cash & Investments: Investing surplus cash through capitalisation contracts, selecting life insurance policies with euro funds and unit-linked investments using an open architecture, and tailored asset allocation.
Tax, Retirement & Succession: Structuring individual and corporate Plan d’Épargne Retraite (PER) plans, optimising income tax (IR), corporate tax (IS) and real estate wealth tax (IFI), and organising succession.
Property & Indirect Property Investment: Selecting SCPI investments (income-generating SCPI and SCI subject to income or corporate tax) and advising on property tax relief schemes.
Visit our website: www.edosinvestissements.com
Expertise.
Products offered.
Who does this professional support?
Remuneration.
Authorisations and registrations.
How are companies in the directory checked? ↗
Check the current status with the relevant registers.
Key takeaways
EDOS INVESTISSEMENTS is registered with ORIAS in the following categories: CIF, COA and COBSP. 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 COBSP : a banking and payment services broker, able to compare and propose different credit or financing solutions
EDOS INVESTISSEMENTS also holds an up-to-date Carte T (French real estate transaction licence). This authorization allows the company to carry out real estate transaction activities within the framework set out by the applicable regulations.
EDOS INVESTISSEMENTS is a member of the professional association CNCGP. These bodies play an important role in overseeing the profession: CNCGP is a leading professional organisation for wealth management advisors, which ensures compliance with professional rules, supports its members and helps structure best practice across the sector.
EDOS INVESTISSEMENTS 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
Les informations, documents et contenus présentés sur cette fiche sont publiés sous la responsabilité de la société qui en est à l’origine. Celle-ci est seule responsable de leur exactitude, de leur actualité, de leur conformité à la réglementation applicable ainsi que du respect des droits des tiers.
Les Experts du Patrimoine met à disposition un service de référencement et ne procède pas à une vérification exhaustive des contenus publiés. Leur présence sur le site ne constitue ni une validation, ni une recommandation, ni un conseil de la part des Experts du Patrimoine.
Il appartient à chaque utilisateur de vérifier les informations, qualifications, agréments et autorisations de la société avant toute prise de décision ou entrée en relation. Les Experts du Patrimoine ne sauraient être tenus responsables des conséquences résultant de l’utilisation des informations publiées sur cette fiche, sous réserve des obligations et responsabilités qui leur incombent légalement.
Tout contenu inexact, trompeur ou potentiellement illicite peut être signalé à l’adresse [email protected].