{"id":1399,"count":13,"description":"Wealth management involves professionals subject to regulated statuses. Wealth management advisor (CGP), CIF, broker, insurance intermediary: each profession is subject to specific obligations. \nLegal regimes, professional statuses, and regulatory frameworks ensure client protection and govern the distribution of financial products.\nUnderstanding these statuses helps identify each stakeholder\u2019s role and better grasp the responsibilities involved.\nThis glossary section brings together the main concepts relating to professions and legal frameworks in the wealth management world.","link":"https:\/\/www.experts-du-patrimoine.fr\/en\/glossary-wealth-management\/statuses-regimes-and-stakeholders\/","name":"Statuses, regimes and stakeholders","slug":"statuses-regimes-and-stakeholders","taxonomy":"categorie_lexique","parent":0,"meta":[],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.2 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Wealth management glossary : Statuses, regimes and stakeholders &#187; Experts du Patrimoine<\/title>\n<meta name=\"description\" content=\"Statuts, r\u00e9gimes et acteurs de la gestion de patrimoine\" \/>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Wealth management glossary : Statuses, regimes and stakeholders &#187; Experts du Patrimoine\" \/>\n<meta property=\"og:description\" content=\"Statuts, r\u00e9gimes et acteurs de la gestion de patrimoine\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.experts-du-patrimoine.fr\/en\/glossary-wealth-management\/statuses-regimes-and-stakeholders\/\" \/>\n<meta property=\"og:site_name\" content=\"Experts du Patrimoine\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.experts-du-patrimoine.fr\/wp-content\/uploads\/2026\/01\/Logo-Experts-du-Patrimoine-2026.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1936\" \/>\n\t<meta property=\"og:image:height\" content=\"500\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@expatrimoine\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"CollectionPage\",\"@id\":\"https:\\\/\\\/www.experts-du-patrimoine.fr\\\/en\\\/glossary-wealth-management\\\/statuses-regimes-and-stakeholders\\\/\",\"url\":\"https:\\\/\\\/www.experts-du-patrimoine.fr\\\/en\\\/glossary-wealth-management\\\/statuses-regimes-and-stakeholders\\\/\",\"name\":\"Wealth management glossary : Statuses, regimes and stakeholders &#187; Experts du Patrimoine\",\"isPartOf\":{\"@id\":\"https:\\\/\\\/www.experts-du-patrimoine.fr\\\/en\\\/#website\"},\"description\":\"Statuts, r\u00e9gimes et acteurs de la gestion de patrimoine\",\"breadcrumb\":{\"@id\":\"https:\\\/\\\/www.experts-du-patrimoine.fr\\\/en\\\/glossary-wealth-management\\\/statuses-regimes-and-stakeholders\\\/#breadcrumb\"},\"inLanguage\":\"en-US\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\\\/\\\/www.experts-du-patrimoine.fr\\\/en\\\/glossary-wealth-management\\\/statuses-regimes-and-stakeholders\\\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Homepage\",\"item\":\"https:\\\/\\\/www.experts-du-patrimoine.fr\\\/en\\\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Glossaries\",\"item\":\"https:\\\/\\\/www.experts-du-patrimoine.fr\\\/en\\\/glossary\\\/\"},{\"@type\":\"ListItem\",\"position\":3,\"name\":\"Statuses, regimes and stakeholders\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\\\/\\\/www.experts-du-patrimoine.fr\\\/en\\\/#website\",\"url\":\"https:\\\/\\\/www.experts-du-patrimoine.fr\\\/en\\\/\",\"name\":\"Les Experts du Patrimoine\",\"description\":\"3 500 professionnels de la gestion de patrimoine pour vous conseiller\",\"publisher\":{\"@id\":\"https:\\\/\\\/www.experts-du-patrimoine.fr\\\/en\\\/#organization\\\/\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\\\/\\\/www.experts-du-patrimoine.fr\\\/en\\\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\\\/\\\/www.experts-du-patrimoine.fr\\\/en\\\/#organization\",\"name\":\"Les Experts du Patrimoine\",\"url\":\"https:\\\/\\\/www.experts-du-patrimoine.fr\\\/en\\\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\\\/\\\/www.experts-du-patrimoine.fr\\\/en\\\/#\\\/schema\\\/logo\\\/image\\\/\",\"url\":\"https:\\\/\\\/www.experts-du-patrimoine.fr\\\/wp-content\\\/uploads\\\/2026\\\/01\\\/Logo-Experts-du-Patrimoine-2026.png\",\"contentUrl\":\"https:\\\/\\\/www.experts-du-patrimoine.fr\\\/wp-content\\\/uploads\\\/2026\\\/01\\\/Logo-Experts-du-Patrimoine-2026.png\",\"width\":1936,\"height\":500,\"caption\":\"Experts du Patrimoine\"},\"image\":{\"@id\":\"https:\\\/\\\/www.experts-du-patrimoine.fr\\\/en\\\/#\\\/schema\\\/logo\\\/image\\\/\"},\"sameAs\":[\"https:\\\/\\\/www.facebook.com\\\/expertsdupatrimoine\",\"https:\\\/\\\/x.com\\\/expatrimoine\",\"https:\\\/\\\/www.linkedin.com\\\/company\\\/93323729\",\"https:\\\/\\\/www.youtube.com\\\/@LesExpertsduPatrimoine\",\"https:\\\/\\\/www.reddit.com\\\/user\\\/expertsdupatrimoine\",\"https:\\\/\\\/www.wikidata.org\\\/wiki\\\/Q139832187\"],\"legalName\":\"SAND 360\",\"alternateName\":\"Les Experts du Patrimoine\",\"address\":{\"@type\":\"PostalAddress\",\"streetAddress\":\"91 rue du Faubourg Saint-Honor\u00e9\",\"postalCode\":\"75008\",\"addressLocality\":\"Paris\",\"addressCountry\":\"FR\"},\"vatID\":\"FR19904383932\",\"taxID\":\"904383932\",\"identifier\":[{\"@type\":\"PropertyValue\",\"propertyID\":\"SIREN\",\"value\":\"904383932\",\"name\":\"SIREN\"},{\"@type\":\"PropertyValue\",\"propertyID\":\"TVA\",\"value\":\"FR19904383932\",\"name\":\"EU VAT number\"}],\"brand\":{\"@type\":\"Brand\",\"name\":\"Les Experts du Patrimoine\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"Wealth management glossary : Statuses, regimes and stakeholders &#187; Experts du Patrimoine","description":"Statuts, r\u00e9gimes et acteurs de la gestion de patrimoine","robots":{"index":"noindex","follow":"follow"},"og_locale":"en_US","og_type":"article","og_title":"Wealth management glossary : Statuses, regimes and stakeholders &#187; Experts du Patrimoine","og_description":"Statuts, r\u00e9gimes et acteurs de la gestion de patrimoine","og_url":"https:\/\/www.experts-du-patrimoine.fr\/en\/glossary-wealth-management\/statuses-regimes-and-stakeholders\/","og_site_name":"Experts du Patrimoine","og_image":[{"width":1936,"height":500,"url":"https:\/\/www.experts-du-patrimoine.fr\/wp-content\/uploads\/2026\/01\/Logo-Experts-du-Patrimoine-2026.png","type":"image\/png"}],"twitter_card":"summary_large_image","twitter_site":"@expatrimoine","schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"CollectionPage","@id":"https:\/\/www.experts-du-patrimoine.fr\/en\/glossary-wealth-management\/statuses-regimes-and-stakeholders\/","url":"https:\/\/www.experts-du-patrimoine.fr\/en\/glossary-wealth-management\/statuses-regimes-and-stakeholders\/","name":"Wealth management glossary : Statuses, regimes and stakeholders &#187; Experts du Patrimoine","isPartOf":{"@id":"https:\/\/www.experts-du-patrimoine.fr\/en\/#website"},"description":"Statuts, r\u00e9gimes et acteurs de la gestion de patrimoine","breadcrumb":{"@id":"https:\/\/www.experts-du-patrimoine.fr\/en\/glossary-wealth-management\/statuses-regimes-and-stakeholders\/#breadcrumb"},"inLanguage":"en-US"},{"@type":"BreadcrumbList","@id":"https:\/\/www.experts-du-patrimoine.fr\/en\/glossary-wealth-management\/statuses-regimes-and-stakeholders\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Homepage","item":"https:\/\/www.experts-du-patrimoine.fr\/en\/"},{"@type":"ListItem","position":2,"name":"Glossaries","item":"https:\/\/www.experts-du-patrimoine.fr\/en\/glossary\/"},{"@type":"ListItem","position":3,"name":"Statuses, regimes and stakeholders"}]},{"@type":"WebSite","@id":"https:\/\/www.experts-du-patrimoine.fr\/en\/#website","url":"https:\/\/www.experts-du-patrimoine.fr\/en\/","name":"Les Experts du Patrimoine","description":"3 500 professionnels de la gestion de patrimoine pour vous conseiller","publisher":{"@id":"https:\/\/www.experts-du-patrimoine.fr\/en\/#organization\/"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.experts-du-patrimoine.fr\/en\/?s={search_term_string}"},"query-input":{"@type":"PropertyValueSpecification","valueRequired":true,"valueName":"search_term_string"}}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/www.experts-du-patrimoine.fr\/en\/#organization","name":"Les Experts du Patrimoine","url":"https:\/\/www.experts-du-patrimoine.fr\/en\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.experts-du-patrimoine.fr\/en\/#\/schema\/logo\/image\/","url":"https:\/\/www.experts-du-patrimoine.fr\/wp-content\/uploads\/2026\/01\/Logo-Experts-du-Patrimoine-2026.png","contentUrl":"https:\/\/www.experts-du-patrimoine.fr\/wp-content\/uploads\/2026\/01\/Logo-Experts-du-Patrimoine-2026.png","width":1936,"height":500,"caption":"Experts du Patrimoine"},"image":{"@id":"https:\/\/www.experts-du-patrimoine.fr\/en\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/expertsdupatrimoine","https:\/\/x.com\/expatrimoine","https:\/\/www.linkedin.com\/company\/93323729","https:\/\/www.youtube.com\/@LesExpertsduPatrimoine","https:\/\/www.reddit.com\/user\/expertsdupatrimoine","https:\/\/www.wikidata.org\/wiki\/Q139832187"],"legalName":"SAND 360","alternateName":"Les Experts du Patrimoine","address":{"@type":"PostalAddress","streetAddress":"91 rue du Faubourg Saint-Honor\u00e9","postalCode":"75008","addressLocality":"Paris","addressCountry":"FR"},"vatID":"FR19904383932","taxID":"904383932","identifier":[{"@type":"PropertyValue","propertyID":"SIREN","value":"904383932","name":"SIREN"},{"@type":"PropertyValue","propertyID":"TVA","value":"FR19904383932","name":"EU VAT number"}],"brand":{"@type":"Brand","name":"Les Experts du Patrimoine"}}]}},"_links":{"self":[{"href":"https:\/\/www.experts-du-patrimoine.fr\/en\/wp-json\/wp\/v2\/categorie_lexique\/1399","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.experts-du-patrimoine.fr\/en\/wp-json\/wp\/v2\/categorie_lexique"}],"about":[{"href":"https:\/\/www.experts-du-patrimoine.fr\/en\/wp-json\/wp\/v2\/taxonomies\/categorie_lexique"}],"wp:post_type":[{"href":"https:\/\/www.experts-du-patrimoine.fr\/en\/wp-json\/wp\/v2\/lexique?categorie_lexique=1399"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}