Restitution of remuneration by a financial investment advisor to clients

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IV - Commercialization - Customer Relationship
IV. 1 - General Provisions
Doctrine
Asset Management

Restitution of remuneration by a financial investment advisor to clients

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Applicable from February 20, 2026
Rescrit DOC-2026-02

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Summary
This rescrit follows a request from a financial investment advisor concerning the repayment by the advisor to its clients of remuneration received from portfolio management companies upon the subscription of SCPI shares.

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Reference texts

Articles 314-13 to 314-20 of the General Regulation

Article 325-16 of the General Regulation
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Investment Advice
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