Independent Financial Advisor

What is an independent financial advisor?

This professional operates under a strict regulatory status that allows them to be compensated solely by their clients.

If they receive any commissions or retrocessions through intermediated services, they are legally required to return them to the client.

This structure has a significant impact on the objectivity and quality of the advice provided.

It is also a key condition for delivering true fiduciary advice, with the client’s best interests at heart.

This independent status was introduced by the European MiFID II directive and is defined and supervised by the French Financial Markets Authority (AMF).
For more information, see their official guide: AMF guide to choose a financial advisor in France.