Arius Private Wealth Advisory
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Legal information

Regulatory information

Regulatory statuses

Arius Conseil carries out its activities under the following French regulatory statuses:

  • Financial investment adviser (CIF), registered with ORIAS under no. 20007312 and a member of a professional association approved by the AMF the Chambre Nationale des Conseils en Gestion de Patrimoine (CNCGP).
  • Insurance, banking and finance intermediary, registered in the single register of intermediaries (ORIAS) under no. 20007312.
  • Holder of the real estate professional licence "Transactions on buildings and business assets" without handling of funds, no. CPI 887832046, issued by the Strasbourg Chamber of Commerce (CCI).
  • ORIAS number: 20007312 — verifiable at www.orias.fr
  • Approved professional association: Chambre Nationale des Conseils en Gestion de Patrimoine (CNCGP)
  • Supervisory authorities: Autorité des marchés financiers (AMF) — 17 place de la Bourse, 75082 Paris Cedex 02 / Autorité de contrôle prudentiel et de résolution (ACPR) — 4 place de Budapest, 75436 Paris Cedex 09

Professional liability insurance

Arius Conseil holds professional liability insurance and, where applicable, a financial guarantee, in accordance with the regulatory requirements applicable to its statuses.

  • MMA IARD Assurances Mutuelles — mutual insurance company with fixed contributions, Le Mans Trade Register 775 652 126.
  • MMA IARD — public limited company with share capital of €537,052,368, Le Mans Trade Register 440 048 882.
  • Registered offices: 14 boulevard Marie et Alexandre Oyon, 72030 Le Mans CEDEX 9, France.

Remuneration arrangements

The remuneration arrangements, the possible existence of commissions or retrocessions, and whether the investment advice is provided on an independent or non-independent basis are set out in the regulatory documents provided to the client before any personalised recommendation is made.

Depending on the nature of the assignment, the firm may work on a fee basis, in particular for a wealth audit, a structuring assignment, family-office-style support or long-term wealth follow-up. The terms of engagement are defined according to the nature of the assignment, the client's expectations and the applicable regulatory framework.

Legal and tax advice

Legal and tax consultations are provided within the framework of the firm's principal activity of wealth advice and within the limits of the appropriate legal competence. Where the situation requires it, Arius works in coordination with the competent legal, tax or accounting advisers.

Risk warning

Past performance is not a reliable indicator of future performance. All investments involve risks, including the risk of capital loss, liquidity risk, market risk, credit risk or currency risk, depending on the instruments concerned.
The information on this website is provided for information purposes only and constitutes neither personalised advice, nor a solicitation, nor an investment offer. Any wealth strategy must be preceded by an analysis of the situation, objectives, investment horizon, risk profile and constraints specific to each client.

Mediation

  • For disputes relating to financial investment advice: the AMF Ombudsman — 17 place de la Bourse, 75082 Paris Cedex 02 (www.amf-france.org).
  • For disputes relating to insurance: La Médiation de l'Assurance — TSA 50110, 75441 Paris Cedex 09 (www.mediation-assurance.org).

The complaint procedure to be followed before referring a matter to the mediator is set out on the Complaints page.