Courtier en financement et assurance International SEREN FINANCE
Mortgage and insurance brokerage are fully regulated activities
Although the mortgage business in France (Intermédiaire en opérations de banque et service de paiement) must adhere to monetary and financial laws, insurance brokers must comply with the laws of the Insurance code.
All professional insurance brokers must be registered with the Registre Unique des Intermédiaires en Assurance, Banque et Finance (ORIAS), which certifies that all brokers comply with national regulations, have no criminal record, and have received a formal education in insurance or have work experience in the bank and insurance industry. Additionally, ORIAS registered insurance brokers belong to a professional association and are professionally insured.
Registered with ORIAS under number 19002749, your broker is a business school graduate from the University of Clermont Auvergne (2017) with a master’s degree in Wealth Management.
Your mortgage specialist is registered at the CNCGP (Chambre Nationale des Conseillers en Gestion de Patrimoine).
To stay up-to-date on the latest regulations and products, mortgage specialists are required to pursue continued professional development on an annual basis. As your broker is also AMF certified (Autorité des Marchés Financiers), you can rely on getting the advice on various financial products.
