About Etsa Patrimoine.
Etsa Patrimoine helps clients structure, enhance and transfer their wealth. Our mission is to reconcile performance and security by offering tailored solutions suited to the life goals of entrepreneurs, senior executives and wealthy families. Our independent ownership enables us to guide clients in their best interests, with transparency and rigour in selecting solutions.
Expertise.
Products offered.
Who does this professional support?
Remuneration.
Authorisations and registrations.
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Key takeaways
Etsa Patrimoine 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
Etsa Patrimoine 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.
Etsa Patrimoine is a member of the professional association ANACOFI. These bodies play an important role in overseeing the profession: ANACOFI is a recognised professional association in the field of wealth advisory and financial intermediation, which supports its members on regulatory, ethical and professional representation matters.
Etsa Patrimoine 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].