Hello 👋
A Financial Investment Advisor (CIF) can recommend crypto-assets to their client.
However, the AMF sets out a threefold duty for CIFs beforehand:
Make sure that the investment matches the client’s objectives.
Make sure that the investment is in line with the investment criteria defined with the client.
Inform the client of any compensation received from the third-party institution.
☝️ As with any investment in traditional finance, the CIF is required to fulfill their due diligence obligations in order to direct their client to an investment professional that matches their needs and objectives.
Feel free to contact us by creating a ticket on this page 😊
See you soon,
The Meria team
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