Through CIF, IOBSP certifications, insurance brokerage and property transaction card, Auris Advisors, subsidiary of Auris Gestion focused on advices, assist their customers and prospects  in a personaliazed way during the execution of the whole  patrimonial problematics.

• Patrimonial Advice:
→ implementation of taylored solutions

Through our investment advisory business, we support clients that wish to maintain autonomous in their investment choices, while benefiting from expert advice.

In close contact with your other advisors (lawyers, notaries, accountants), our wealth engineering department develops relevant solutions, adapted to your situation and personal goals, according to:

- your personal and patrimonial situation,

- the legal, tax and accounting parameters of your situation,

- your investment objectives,

- the level of risk you are willing to take.

 Mortgage Advice : 
to benefit from full funding

Thanks to its status as Intermediary in Banking Operations and Payment Services, and a rigorous selection of partners, Auris Advisors offers a complete financing offer: property credit, real estate refinancing, Lombard credit …

• Insurance Brokerage: 
 for your choice of  life insurance contracts or capitalization

Auris Advisors assists you independently, in the choice of life insurance or capitalization contracts best suited to your objectives (savings, transfer of assets, additional income ...), while taking into account your appetite for risk.

To this end, Auris Advisors partnered with insurance companies:

- French: AG2R La Mondiale, Cardif, Neuflize Life, SwissLife ...

- Luxembourgish: Cardif Lux, IWI, The International Home, Lombard International …

 

 Real Estate Activity: 
 to support your real estate project, patrimonial or investment

Auris Advisors holds the transaction card on building and business, and accompanies you in your real estate, wealth or investment projects, from the selection of the product to the signature of the legal acts.

  

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•CIF : Conseil en investissement financier (Membre de la CNIF, association agréée par l'AMF)

•IOBSP : Intermédiaire en Opérations de banque et Services de Paiement

•ORIAS n° 07004601 (www.orias.fr)

•Courtier d'Assurance ou de Réassurance sous le contrôle de l'ACPR - 61 rue Taitbout, 75346 Paris cedex 9

•Transaction sur immeuble et fonds de commerce n° CPI 7501 2017 000 017 468

 

INVESTMENT ADVICE,    OUR APPROACH

Personalized recomandations for customers wishing keep their investment autonomy .

 

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MANDATE MANAGEMENT, OUR APPROACH

• Mandatory management personalized

• DNA: Preservation - Periodic assesment - Transmission

• Access to 6 Investments profile with the ability to create taylored dedicated profiles

• Direct Investments and/or in OPCVM in open architecture

 

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