Your peace of mind comes from our membership of our regulatory bodies (Chambre Syndicale des Courtiers d'Assurance, Chambre Nationale des Conseils en Gestion de Patrimoine) and our Professional Liability Insurance.
As a further guarantee of our professionalism and independence, we have maintained sustained close and transparent relations with our customers and our suppliers since 1951.
Flexibility and adaptability of our solutions to meet changing needs and consumer habits: Today’s needs are not the same as yesterday’s. The use of goods now prevails over the possession of these.
Listening to what you need. Our dedicated team is ready to offer you the support you need, fully transparent and highly effective. They are able to develop solutions based around the changing requirements of the latest technologies.
Independence in the Partners we choose to work with (Insurers, Bankers, Fund Managers, Provident Service Providers, etc.).
Multidisciplinary skills of all the professionals we work with. Our team is here to help you with any products and/or services specific to your business operations.
Transparency in the choice of the solutions we recommend
The protocol guarantees the encryption of the data and the authentication of the ownership of the website. This makes it quick and safe to use our website.
The online notification of claims is a new technological solution making it possible to register your insurance claims more quickly. If you need any help about a question or an insurance claim, we are open between 09:00 and 18:00 Monday to Friday.