OUR COMMITMENTS AND GUARANTEES
OUR COMMITMENTS
The qualities required of the best wealth management experts are NOT « optional » and must include the following:
- Honesty, Competence, Reliability, Availability, Dynamism, Humanity,
These qualities are non-negotiable and are built into the DNA of Fraselle Consultants.
Fraselle Consultants are committed to providing you with a variety of products and services, with added value, that are not available from traditional banks and insurance companies.
BY CONTACTING Fraselle CONSULTANTS YOU CAN BE ASSURED OF:
Benefiting from our expertise in wealth management (financial and real estate investments, loans, life assurance, estate planning, retirement planning, creation of business structures &/or their sale or transfer) and in business law,
Benefiting from a long-term, tailor-made, close relationship,
Benefiting from impartial recommendations, based on a strong ethic of customer service, expressed clearly and carefully. We strive to ensure our clients fully understand our thinking and motivation.
Unlike the network of high street banks and even private banks and insurance agencies, Fraselle Consultants delivers advice in the interest of the client and NOT shareholders.
Our obligation to annual training
Our Guarantees
A REGULATED PROFESSION:
In accordance with the l’Organisme pour le Registre des Intermédiaires en Assurances, l’ORIAS, we hold the following agreements qualifying us to advise you:
- La Compétence Juridique Appropriée, CJA, which is the Appropriate Legal Competence, allows Fraselle Consultants to consult with you on legal matters and to draft legal acts.
- Fraselle Consultants has the status of Courtier en Opérations d’Assurance, COA, Broker in Insurance Operations, and therefore has the capacity to recommend investments in life assurance, capitalization, Madelin, PERP and providence contracts. Agreement Number 19003428.
- Fraselle Consultants possesses the Carte T, so is qualified to carry out real estate transactions. Carte T. Number CPI 0605 2019 000 041 268 CCI Nice.
- Fraselle Consultants has the status of Conseiller en Investissement Financier, CIF, Adviser in financial Investment. Fraselle Consultants is therefore qualified to recommend financial investments. Agreement Number MB4118FRGI.
OUR INDEPENDENCE
Fraselle Consultants is not linked financially or legally at any financial establishment, insurance company, management business or property developer. It is our guarantee that our recommendations are objective.
OUR MEMBERSHIP OF A PROFESSIONAL CHAMBER: Fraselle Consultants is a member of ANACOFI which controls customer relationships by controlling the application of any legal obligations.
Number CNCGP - MB4118FRGI.
OUR SUBSCRIPTION TO A CIVIL AND PROFESSIONAL RESPONSIBILITY INSURANCE for each one of our activities. INSURERS: RCP : MMA N°118 263 166 Adhérent N°23150