How do Meria's customer path and follow-up work for AAM and FIA?

Before establishing contact with their clients, AAM or FIA professionals are required to register on the platform and fill in their KYB (Know Your Business).
Upon validation of this step, clients brought in by the advisor are required to register and complete their own KYC (Know Your Customer).

Once these two steps have been validated, the clients will be attached to the advisor's profile before any investment or fund transfer operation.

Do not hesitate to contact our sales teams for any further information.