In accordance with article 325-5 of the AMF General Regulation, we confirm Investæ Finances is registered under No. 08040249 with the Register of Insurance, Bank and Finance Intermediaries (ORIAS) for the following regulated activities :

• Investment Adviser (CIF)
  Member of ANACOFI-CIF, professional association authorised by the Autorité des Marchés Financiers (AMF) 17 place de la Bourse 75082 Paris Cedex 02. This activity is regulated by the AMF.
• Insurance brokerage
  Investæ Finances is an insurance broker, no client money handling, classified under category “B” according to article L.520-1 II 1° of the Insurance Code, as not subject to a contractual obligation to work exclusively with one or more insurance companies. Insurance activities are regulated by the Autorité de Contrôle Prudentiel et de Résolution (ACPR) 61 rue Taitbout 75436 Paris Cedex 09.

Investæ Finances is also a real estate agent, no funds handling, professional card No. CPI 7501 2018 000 033 594 issued by CCI Paris Île-de-France. This activity is regulated by the DGCCRF.

All documents and information provided will be treated in the strictest confidence.

Our activities involve access, storage and processing of personal data provided by you in strict compliance with General Data Protection regulation (GDPR) requirements of 25 May 2018.

Investæ Finances : R.C.S. Paris 492 389 259, TVA No. FR88 492 389 259, NAF 7022Z.