- Supervising authority: COSOB
- Type of authorisation: approval (agrément)
Texts cited by the nomenclature
Listed in French, as in the nomenclature:
-Arrêté du 04/09/2023, portant approbation du règlement de la commission d’organisation et de surveillance des opérations de bourse n° 23-01du 12/04/2023, fixant les conditions d’agrément, d’exercice et de contrôle des conseillers en investissement participatif
What the activity covers
The official content of the activity is published in French. Here it is as written in the nomenclature:
La création et la gestion, sur internet, de plates-formes de conseil en investissement participatif et de placement de fonds du grand public, dans des projets d’investissement participatif.
Les fonds placés dans un projet d’investissement participatif revêtent la forme de souscription à une émission de valeurs mobilière ou de produits financiers, réalisée par le porteur du projet d’investissement participatif.
Registered address for this code
For a regulated activity, the premises and the address depend on the activity's own text and on the supervising authority. We cannot promise anything before reading it: send us the code on WhatsApp.
The steps
The code goes into the trade register application and then appears on your extract. You can do the steps yourself with our guides, have us fill in the setup forms, or leave the whole file to us.
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Setup form filling
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- Beneficial owner declaration
- Trade register, legal person
- G n°8
- NIS application
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