Knowledge Base

← Describe the typical activities of a CIF (Conseiller en Investissements Financiers), including investment advisory, financial services advisory, and diversified asset advisory

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What specific obligation must a CIF comply with when advising on miscellaneous assets?

What specific obligation must a CIF comply with when advising on miscellaneous assets?

Verify the AMF registration of the product and consult the AMF lists

Obtain an additional banking licence

Only offer state-guaranteed products

Limit advice to professional clients only