Does a management mandate allow me to carry out transactions from my account?

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Hello 👋

To avoid interfering with the management operations carried out by Meria, you cannot perform transactions on your account for the duration of your Mandate.  

👉 However, you can contact your advisor in order to carry out the desired transactions, in accordance with your Management Mandate agreement.

You can monitor your portfolio and all operations carried out by Meria during the management mandate from your Dashboard.

These operations are also listed in the quarterly report that is sent to you.


Feel free to contact us by creating a ticket on this page 😊

See you soon,

The Meria team


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