OUR FEES

The way our firm is remunerated depends on the nature of the service provided.

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Commission-based remuneration

For intermediation services or the implementation of a savings or investment solution, our firm receives a retrocession of part of the annual management fees charged by the product provider, or a one-off commission at inception, depending on the product type. Our policy is never to apply entry fees on the solutions we recommend, something that remains far from standard practice in our sector.

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Fees

Depending on the assignment, our firm may also charge fees, either at an hourly rate of €200 excl. VAT (€240 incl. VAT), or on a fixed-fee basis agreed in advance and formalised in a signed engagement letter or quote.

Example: the implementation of a Luxembourg assurance vie with a Specialised Insurance Fund (FAS) or a Dedicated Internal Fund (FID) is charged at a fixed fee of €3,000 excl. VAT, corresponding to approximately fifteen hours of work. Please note that services related to assurance vie are not subject to VAT (French General Tax Code, article 261 C). In this context, no entry fees are charged on contributions made within the contract.

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Satisfaction guarantee

A precise fee estimate will be provided before the start of any assignment. Invoicing only takes place once the work has been completed. No payment will be due if you are not satisfied with the service provided.