Legal notice

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Trade and Companies Register

• SIREN: 882 014 079
• RCS: 882 014 079 R.C.S. Paris
• NAF code: 7022Z
• Registered office address: 97 BOULEVARD MALESHERBES, 75008 PARIS
• FINTIS, SAS (société par actions simplifiée, a simplified joint-stock company under French law)
• Share capital: EUR 250,000.00
• VAT number: FR07882014079

Financial investment advisory activity

• Corporate name: FINTIS
• Registered office address: 97 BOULEVARD MALESHERBES, 75008 PARIS
• Status: non-independent financial investment advisor
• Member of ANACOFI-CIF
• ORIAS registration number: 20002464
• FINTIS may be remunerated by fees, by commissions or by a combination of the two, depending on the nature of the engagement.
• The competent ombudsman is:

Ombudsman of the Autorité des Marchés Financiers (French Financial Markets Authority)

17, place de la Bourse – 75082 Paris cedex 02

• Supervisory authority: www.amf-france.org

Banking operations and payment services intermediary (IOBSP) activity

• Corporate name: FINTIS
• Registered office address: 97 BOULEVARD MALESHERBES, 75008 PARIS
• Member of ANACOFI-COURTAGE
• ORIAS registration number: 20002464
• Our intermediary category is: broker
• Status: non-independent financial investment advisor

• FINTIS may be remunerated by fees, by commissions or by a combination of the two, depending on the nature of the engagement.
• The competent ombudsman is:

Consumer mediation – ANM Conso

2 rue de Colmar – 94300 VINCENNES

• Supervisory authority: https://www.anm-conso.com/page-saisine.php

Insurance brokerage activity

• Corporate name: FINTIS
• Registered office address: 97 BOULEVARD MALESHERBES, 75008 PARIS
• Member of ANACOFI-COURTAGE
• ORIAS registration number: 20002464 — www.orias.fr
• Our intermediary category is: broker
• FINTIS may be remunerated by fees, by commissions or by a combination of the two, depending on the nature of the engagement.
• The competent ombudsman is:

Consumer mediation – ANM Conso

2 rue de Colmar – 94300 VINCENNES

• Supervisory authority: https://www.anm-conso.com/page-saisine.php

In the interests of greater transparency, an industry-wide agreement was signed on 2 February 2022 under which banks and insurers undertake to publish on their websites a table setting out the fees applied to each individual PER (Plan d’Épargne Retraite, French retirement savings plan) and to each life insurance policy. It is described as a single, simple, standardised and readable table setting out the management fees for each product. This table will allow consumers to compare offers easily.

General information

• Publication director: Jas HAÏKOU
• Editorial manager, where applicable: Jas HAÏKOU

Intellectual property

The images and illustrations are exclusively royalty-free images or images owned by Fintis.

Website hosting

• Host: OVH
• Corporate name: OVH
• Address: 2 rue Kellermann – BP 80157, 59053 ROUBAIX CEDEX 1

Use of personal data

The General Data Protection Regulation (GDPR) specifies the information you need to make available.

Data controller

The controller of the personal data collected on the site is:

FINTIS

SAS with share capital of EUR 250,000

Registered office: 97 Boulevard Malesherbes, 75008 Paris

RCS Paris 882 014 079

SIREN: 882 014 079

Intra-Community VAT: FR07882014079

Contact email: contact@fintis.fr

Contact for personal data matters

For any question relating to the protection of personal data, you may contact us:

By email: contact@fintis.fr

By post: FINTIS – 97 Boulevard Malesherbes, 75008 Paris

Purposes of processing

The personal data collected via the site may be used for:

• Initial contact and the handling of client requests
• Performance of the engagements entrusted to us (financial investment advice, brokerage, intermediation)
• Compliance with regulatory obligations (AMF, ORIAS, anti-money laundering, etc.)
• Sending commercial information (with prior consent)
• Improvement of the website

Legal basis for processing

Processing is based on:

• The user’s consent
• Performance of a contract or of pre-contractual measures
• Compliance with legal and regulatory obligations
• The legitimate interest of FINTIS

Mandatory or optional nature of the data

Certain information is mandatory in order to process requests. Failure to provide the necessary data may prevent a request from being processed.

Data recipients

The data is intended for:

• FINTIS’s internal departments
• Contractual partners necessary for the performance of the engagements
• The competent regulatory authorities, such as the Autorité des Marchés Financiers (AMF)
• Judicial or administrative authorities where applicable

The data is not sold to third parties.

Retention period

The data is retained:

• For the duration of the contractual relationship
• Then archived in accordance with the applicable legal and regulatory obligations
• Data held for marketing purposes is retained for 3 years from the last contact

User rights

In accordance with Regulation (EU) 2016/679 (GDPR), you have the following rights:

• Right of access
• Right of rectification
• Right to erasure
• Right to object
• Right to restriction of processing
• Right to data portability
• Right to withdraw your consent at any time

You may also lodge a complaint with the Commission nationale de l’informatique et des libertés (CNIL, the French data protection authority) — www.cnil.fr

Transfer of data outside the European Union

The data is hosted within the European Union. In the event of a transfer outside the EU, FINTIS ensures that appropriate safeguards are implemented in accordance with the GDPR.

Cookies

The site may use cookies in order to:

• Ensure the proper functioning of the site
• Measure audience figures
• Offer tailored content
• Enable sharing on social media
• Display personalised content or advertising, where applicable

On your first visit, an information banner allows you to

• Accept
• Refuse
• Configure cookies

In accordance with the recommendations of the Commission nationale de l’informatique et des libertés (CNIL), no non-essential cookie is placed without your prior consent.

Partner involved in data storage

(In accordance with Law No. 2024-449 of 21 May 2024 – the SREN Law)

In addition to the website host, the data may be stored or processed by the following technical partners:

• OVH, 2 rue Kellermann – BP 80157 – 59053 ROUBAIX CEDEX 1 (server hosting)

FINTIS ensures that all partners involved in the storage or processing of the data provide sufficient safeguards in terms of security, confidentiality and GDPR compliance.

For further information, please consult our reference document.