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Im glad I finally signed up

Im glad I finally signed up

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Just want to say Hello.

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Just wanted to say Hello!

Just wanted to say Hello!

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I am the new guy

I am the new guy

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Just want to say Hi.

Just want to say Hi.

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Im glad I now signed up

Im glad I now signed up

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I am the new one

I am the new one

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Im glad I now registered

Im glad I now registered

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Im glad I now registered

Im glad I now registered

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Im happy I now registered

Im happy I now registered

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Im happy I finally registered

Im happy I finally registered

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Just want to say Hello!

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I am the new one

I am the new one

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Just want to say Hi.

Just want to say Hi.

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Rôle et missions du conseiller en investissements financiers (CIF)

Jusqu’à la loi de sécurité financière du 1er août 2003, le conseil en investissements financiers était exercé par des professionnels regroupés sous différentes appellations : conseillers en gestion de patrimoine, conseillers financiers, experts financiers, etc. Pour protéger les investisseurs, le rôle et les missions du conseiller en investissements financiers (CIF) sont désormais encadrés par le code monétaire et financier et le règlement général de l’AMF.

Le conseil en investissementLe conseil en investissement est défini comme le fait de fournir des recommandations personnalisées à un tiers, soit à sa demande, soit à l'initiative de l'entreprise qui fournit le conseil, concernant une ou plusieurs transactions portant sur des instruments financiers (art. D. 321-1 du code monétaire et financier).
Le CIF exerce à titre de profession habituelle :

  • le conseil en investissement (actions, obligations, actions de SICAV ou parts de FCP, instruments financiers à terme, etc.),
  • le conseil portant sur la réalisation de services d'investissement (réception-transmission d’ordres pour le compte de tiers, exécution d’ordres pour le compte de tiers, gestion de portefeuille pour le compte de tiers, etc.),
  • le conseil portant sur la réalisation d'opérations sur biens divers (souscription de rente viagère, etc.).

Le CIF peut également recevoir un ordre d’un client qui souhaite souscrire des parts ou actions d’organismes de placement collectif (par exemple OPCVM ou OPCI) pour lesquelles il lui a fourni au préalable une prestation de conseil.

Le CIF peut démarcher des clients pour proposer son activité de conseil en investissements financiers. Il peut aussi mandater des personnes physiques qui démarcheront pour son compte.