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As an FIA, can I recommend cryptoassets to my clients?

A Financial Investment Advisor can recommend cryptoassets to their clients.

However, the AMF (Autorité des Marchés Financiers in French) sets out a threefold duty for FIAs:

  • Ensure that the investment matches their clients' objectives;

  • Ensure that the investment is in line with the investment criteria defined with their clients;

  • Inform their clients of any remuneration received from the third-party organization.

As for any investment in traditional finance, the financial intermediary is required to fulfill their due diligence obligations, in order to direct their clients towards an investment professional matching their needs and objectives.

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