YOUR NEEDS WHO ARE WE ? OUR SOLUTIONS THEY TRUST US TAX LAWS MERISTEM , your partner towards a "Winner / Winner" approach Status and guarantees of the firm MERISTEM has the status of insurance broker, banking and payment services representative and financial investment advisor and is registered in the Register of Insurance Intermediaries (ORIAS) under number 13002147 SARL MERISTEM is the holder of the Professional Real Estate Transaction card. and Goodwill N ° 2340T issued by the Prefecture of Loire Atlantique: RCS 791 162 043. MERISTEM has compulsory Professional Liability insurance covering the operations authorized in compliance with articles L341-1, L519-1, L541-1 and following of the code monetary and financial insurance taken out with COVEA RISKS: 19-21 allées de l'Europe - 92616 CLICHY under number 128.869.586. Amount of cover € 1,500,000 per claim, € 2,000,000 for all claims of the same insurance year. MERISTEM is also a member of ANACOFI-CIF, a control association approved by the AMF (the Autorité des Marchés Financiers). All of MERISTEM's stakeholders refrain from any action that their status, competence and resources would not allow it to carry out in compliance with the law and engage in the fight against money laundering. and terrorism. MERISTEM undertakes to constantly bear witness to its honesty, probity and professional integrity. Do not hesistate to ask us questions. prohibits any action that its statute, its competence and its means would not allow it to carry out in accordance with the law and engages in the fight against money laundering and terrorism. MERISTEM undertakes to constantly bear witness to its honesty, probity and professional integrity. Do not hesistate to ask us questions. prohibits any action that its status, competence and resources would not allow it to carry out in accordance with the law and undertakes the fight against money laundering and terrorism. MERISTEM undertakes to constantly bear witness to its honesty, probity and professional integrity. Do not hesistate to ask us questions. You don't have to pay anything! Intermediary Consulting, the company is remunerated by real estate promotion companies, insurance companies, banks or other similar companies that have signed partnership contracts with MERISTEM. The remuneration of an advisor may be between 0.5% and 10% of the support offered depending on the recommendations considered. Our firm is required to respect the rules of confidentiality Your advisor is committed to respecting the rules of good conduct including professional secrecy and the protection of your personal data. You always have the right to modify or destroy personal information held by your advisor except for those necessary for the exercise of their profession, or for those required by law. Our firm undertakes to respect confidentiality and refrains from using the confidential information it holds for purposes of particular interest. In your interest, we always stay in touch with your usual partners When the client's interest requires it, we develop the inter-professional relationships necessary for the proper execution of the missions entrusted to us. The firm is used to working in collaboration with its client's advisers (his notary, his accountant, his banker). If MERISTEM's client does not have the advisers or interveners necessary to fulfill its obligations or meet its needs, the firm is able to offer it a list of qualified professionals (notaries, accountants, lawyers, asset managers. ..) The advisers The firm is made up of qualified and experienced wealth advisers. Their knowledge and know-how allows them to intervene on any issue in asset management. The role of each advisor is to apprehend, analyze and assess as best as possible the needs of each tax household in terms of income, retirement and capital, with the aim of reducing the tax burden (tax exemption). The advisers cover the Grand-Ouest region, but at the request of its clients, the firm can travel throughout France. David PAGERIE, manager of the Meristem firm, has more than 10 years of experience in this profession, all the approvals and accreditations necessary for the smooth running of your project. Our tools and software The Firm has software and legal aids such as Big-expert, Ginkgo, Fidroit, ... These software allow the Firm to make the choices best suited to the needs of the client (according to the various criteria announced during the statement of 'asset information), based on the laws in force. CONTACT ME I would like to be contacted by a MERISTEM advisor to carry out a free personalized asset assessment. This process is without any commitment on my part MERISTEM 16 Avenue Charles de Gaulle PA des Moulinets 44800 Saint-Herblain Tel: +33 02 40 47 16 47 mail: contact@meristem-patrimoine.fr M Mrs Miss Legal Notice Traitement des réclamations © 2015 - mroulland.