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How to subscribe

Access the Montpensier Finance investment management expertise

Through your financial institution

You may subscribe to our funds through a securities account, life insurance, or PEA (for eligible funds) by providing your regular financial advisor with the ISIN code of the Montpensier Finance UCITS under Montpensier Finance management that you are interested in investing in.

Your institution will be able to provide you with guidance with respect to your constraints and objectives.

(See disclaimer below)

Through your independent financial advisor

Your independent financial advisor can inform you on products that are most suited to your investor profile.

You may indicate the ISIN code of the UCITS managed by Montpensier Finance that interests you, and he will be able to inform you with respect to your objectives and limitations.

(See disclaimer below)

How to find the ISIN code of a fund

You can visit the Fund page and find the code under general information, or access the NAV-Performance page.

Your contacts

Virginier Chevalier

Virginie Chevalier,
Department Investors
v.chevalier@montpensier.com

Mahshid Dumanois

Mahshid Dumanois,
Department Investors
m.dumanois@montpensier.com

 

Warning

It is recommended that the client should learn about operating conditions and mechanisms governing financial markets, assess the related risks, and use all means necessary for the proper understanding of these mechanisms prior to making any investment or disinvestment decision. While making investment decisions, the investor must be aware that certain assets present significant risks.

Montpensier Finance advises investors to take the necessary time to determine the suitability of an investment with regards to financial wealth, and to define the diversified distribution of assets in accordance with objectives, limitations (including regulatory limitations), and investment horizon.

The shorter the horizon,  the less risks should be taken.  The investor must also check the investment horizon of the UCITS, and the investment category as specified in the prospectus.

The current website is neither a purchase offer nor a sell offer, nor an investment advice. It is recommended to review your personal situation with your usual financial advisor, and to CAREFULLY READ THE PROSPECTUS AND KIID OF THE SUBSCRIBED UCITS prior to any investment.

Contact us

58 Avenue Marceau
75008 Paris

+33 (0)1 45 05 55 55

By leaving a message on the Contact page of this website, you are agreeing that we may record the personal data that you provide us with, which we may conserve for 24 months, in order to respond to your request where applicable, and you also acknowledge being authorised to produce the personal data concerned. You have the right of access to your personal data. You can request at any time for the personal data that you have provided us with to be deleted or rectified by contacting the Head of Processing at the following address: responsabletraitements@montpensier.com. In compliance with personal data protection legislation, right of access to personal data is reserved solely to the person concerned by the data.