{"id":7033,"date":"2022-11-23T05:47:00","date_gmt":"2022-11-23T04:47:00","guid":{"rendered":"https:\/\/www.cabinet-magar.fr\/actualites\/publication-dun-guide-pour-differencier-les-professionnels-de-la-finance\/"},"modified":"2022-11-23T05:47:00","modified_gmt":"2022-11-23T04:47:00","slug":"publication-dun-guide-pour-differencier-les-professionnels-de-la-finance","status":"publish","type":"post","link":"https:\/\/www.cabinet-magar.fr\/de\/actualites\/publication-dun-guide-pour-differencier-les-professionnels-de-la-finance\/","title":{"rendered":"Publication d\u2019un guide pour diff\u00e9rencier les professionnels de la finance"},"content":{"rendered":"

Les entreprises \u00e9voluant dans le milieu des march\u00e9s financiers font l\u2019objet d\u2019un contr\u00f4le important de la part des autorit\u00e9s comp\u00e9tentes. De ce fait, diff\u00e9rents statuts sont \u00e9tablis pour d\u00e9finir les obligations de ces entreprises en fonction des activit\u00e9s pr\u00e9cis\u00e9ment exerc\u00e9es. Un rappel est propos\u00e9 en la mati\u00e8re\u2026<\/p>\n

\n

Soci\u00e9t\u00e9s d\u2019investissements : conna\u00eetre les diff\u00e9rents statuts<\/h2>\n

Il existe plusieurs types de statuts qui permettent \u00e0 des soci\u00e9t\u00e9s de proposer \u00e0 leurs clients des conseils en mati\u00e8re d\u2019investissements financiers, parmi lesquels les entreprises d\u2019investissement (EI) et les conseillers en investissements financiers (CIF). Mais pour cette derni\u00e8re cat\u00e9gorie il n\u2019est pas possible d\u2019aller au-del\u00e0 de cette offre de conseil.<\/p>\n

Les entreprises qui souhaitent offrir plus de services, par exemple une intervention en tant qu\u2019interm\u00e9diaires de placement, doivent se soumettre \u00e0 des contr\u00f4les et des exigences r\u00e9glementaires plus importantes.<\/p>\n

Il est donc capital, pour les professionnels d\u00e9sireux de rejoindre le secteur, de savoir diff\u00e9rencier les diff\u00e9rents types de statuts existants, afin de faire le choix le plus adapt\u00e9.<\/p>\n

C\u2019est dans cette optique que l\u2019Autorit\u00e9 des march\u00e9s financiers (AMF) et l\u2019Autorit\u00e9 de contr\u00f4le prudentiel et de r\u00e9solution (ACPR) publient un guide<\/a> qui doit permettre de diff\u00e9rencier clairement ces deux statuts, leurs pr\u00e9rogatives et leurs obligations.<\/p>\n

Source : Actualit\u00e9 de l\u2019AMF du 14 novembre 2022 : \u00ab L\u2019ACPR et l\u2019AMF publient un guide d\u2019information sur les statuts de conseiller en investissements financiers et d\u2019entreprise d\u2019investissement \u00bb<\/p>\n

Publication d\u2019un guide pour diff\u00e9rencier les professionnels de la finance<\/a> \u00a9 Copyright WebLex – 2022<\/p>\n<\/div>\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

Les entreprises \u00e9voluant dans le milieu des march\u00e9s financiers font l\u2019objet d\u2019un contr\u00f4le important de la part des autorit\u00e9s comp\u00e9tentes. De ce fait, diff\u00e9rents statuts sont \u00e9tablis pour d\u00e9finir les obligations de ces entreprises en fonction des activit\u00e9s pr\u00e9cis\u00e9ment exerc\u00e9es. Un rappel est propos\u00e9 en la mati\u00e8re\u2026<\/p>\n","protected":false},"author":0,"featured_media":7034,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[9,7],"tags":[],"class_list":["post-7033","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-actu-juridique","category-actualites"],"acf":[],"yoast_head":"\nPublication d\u2019un guide pour diff\u00e9rencier les professionnels de la finance - Cabinet Magar<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.cabinet-magar.fr\/actualites\/publication-dun-guide-pour-differencier-les-professionnels-de-la-finance\/\" \/>\n<meta property=\"og:locale\" content=\"de_DE\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Publication d\u2019un guide pour diff\u00e9rencier les professionnels de la finance - Cabinet Magar\" \/>\n<meta property=\"og:description\" content=\"Les entreprises \u00e9voluant dans le milieu des march\u00e9s financiers font l\u2019objet d\u2019un contr\u00f4le important de la part des autorit\u00e9s comp\u00e9tentes. 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