Website Terms of Use

 

By accessing, visiting, or using this website, you agree to be bound by these legal notices and terms of use for the website and social media platforms. These legal terms may be modified from time to time, so please check them periodically.

 

We, as the publisher and legal representative of the website:

 

Adventrust Wealth Management S.A.S., a French company registered with the French Trade and Companies Register under the number 984088203 METZ.

 

The headquarters of Adventrust Wealth Management S.A.S. is located at:

 

13, rue Edgar Reyle

F-5070 Metz

 

The term "Adventrust" refers to the group of companies Adventrust Partners S.A. and Adventrust Wealth Management S.A.S.

These Terms of Use apply solely to the website available at www.adventrust-wm.com (hereinafter referred to as the "Website").

 

Website Access

 

This website (public section) is an informational site aimed at both Adventrust clients and non-clients. It is intended for legally competent adults.

Since this website can be accessed from anywhere in the world, it is the responsibility of those accessing it to comply with the laws of the country where they reside or from which they access the website. These individuals assume all direct or indirect consequences resulting from non-compliance with these legal and regulatory obligations. The dissemination of certain information is prohibited or regulated by the laws of certain countries and may require prior authorization from competent authorities. Therefore, Adventrust cautions internet users that this information is not intended for individuals or entities who, due to their nationality, address, headquarters, habitual residence, or for other reasons, are subject to foreign legislation that prohibits or restricts its dissemination. Adventrust cannot be held responsible for any potential breach of these obligations.

 

Information Provided

 

The information provided through the Website is free, purely informative, and is not intended to encourage specific actions or to advise or discourage any specific action. While we strive to maintain a high level of quality, we cannot and do not guarantee the accuracy, completeness, authenticity, or timeliness of the information provided on the Website. Therefore, the reliance you place on this information is at your own risk.

The financial information on this website should not be considered an offer or invitation to subscribe, buy, or sell these financial instruments and is not intended to be distributed to or used by anyone located in a country where these financial instruments are not authorized for distribution or registration, or where the publication of information on these instruments is prohibited.

 

This information does not constitute legal, accounting, or tax advice, investment recommendations, or assistance for your investments or other decisions and is valid only at the time it is given. It may be removed or modified at any time without notice.

 

Security and Internet Network

 

Users access this website using open communication networks. They acknowledge and accept the associated risks. It is their responsibility to protect themselves against the effects of hacking by using appropriate, secure computer settings, including up-to-date virus detection and inoculation software.

Email transmissions via public networks cannot be entirely secure and may be intercepted, read, and modified by third parties. In addition to the content of emails, the sender and recipient may be identified by third parties, potentially indicating a real or presumed relationship with Adventrust.

As such, Adventrust cannot be held responsible for any direct or indirect damage that users may suffer during or after browsing this Website, including the loss or alteration of files and data stored on their computer or any device connected to or inserted into it. In particular, Adventrust is not responsible for any potential virus transmission through its website. It disclaims any liability, especially in cases of data misappropriation following a breach of its computer systems. However, Adventrust takes appropriate measures to prevent unauthorized intrusions.

 

Liability

 

As the responsible publisher of the Website, Adventrust does not guarantee that the information available on the Website has not been altered due to technical failures (disconnection, third-party intervention, virus, or any other reason).

 

Furthermore, Adventrust reserves the right to modify the information available on the Website at any time, unilaterally and without notice, including (but not limited to) the conditions of access to all or part of the Website. We encourage you to check the content of these Terms of Use regularly to stay informed of any changes. Use of this Website is subject to the latest version of the Terms of Use available.

 

Personal Data Protection

 

No visitor to this website is required to provide personal information unless they choose to do so. By submitting personal data by clicking the "send" button, users consent to this privacy policy and the processing of their data.

 

The processing of personal data related to this website is subject to French law. When users visit the Website, the server only retains the information voluntarily provided by users and their IP addresses.

 

Adventrust uses cookies (a cookie is a small file sent by the server that is stored on the user’s hard drive and tracks the website visit and contains certain information related to that visit). Cookies primarily serve to make the website work (technical session cookies).

 

Users have the right to access and rectify any personal data concerning them in accordance with Law No. 78-17 of January 6, 1978, on Information Technology, Data Files, and Civil Liberties (as amended). Upon request, users can know what personal data is held about them and correct any inaccuracies. If they wish to exercise these rights, they are invited to contact Adventrust at the address mentioned above.

 

Furthermore, the information on this website should be considered commercial communication under applicable French law. Any person who voluntarily provides personal data to Adventrust via the Website consents in advance to receive commercial communications from Adventrust.

 

Intellectual Property

 

The entire Website and its content, including (but not limited to) texts, graphics, images, logos, and icons, are the property of Adventrust and/or its licensors. These elements are protected by intellectual property and other proprietary rights.

 

Copying, downloading, duplicating (in whole or in part), transferring (electronically or by any other means), modifying, translating, linking, or using this Website and/or its content for public or commercial purposes without the prior written consent of Adventrust is prohibited (it being understood that users may download and print elements of the Website solely for private, non-commercial use, provided that the content is not altered in any way and that all copyright, trademark, and other proprietary notices are retained).

 

Legal Stipulations

 

The Adventrust Website is managed from France. As a result, these general conditions are exclusively governed by French law, to the exclusion of any other legal rules. Any dispute or disagreement relating to these terms falls under the exclusive jurisdiction of the Commercial Court of Metz.

 

Licenses

 

Legal Status and Regulatory Authorities

 

Adventrust Wealth Management is registered with the ORIAS Single Register for Insurance, Banking, and Finance Intermediaries (ORIAS No. 24004173, www.orias.fr) for the following regulated activities:

 

• Financial investment advisory services (CIF) eligible to provide non-independent investment advice as defined in Article 325-5 of the AMF General Regulation, registered with the National Chamber of Wealth Management Advisors (CNCGP), an association approved by the French Financial Markets Authority (AMF, 17 Place de la Bourse, 75082 Paris cedex 02, www.amf-france.org), regulated by the AMF;
• Insurance intermediary (IAS), level 1 insurance or reinsurance broker, regulated by the Prudential Control and Resolution Authority (ACPR, 4 Place de Budapest, CS 92459, 75436 Paris Cedex 09, www.acpr.banque-france.fr);
• Intermediary in banking transactions and payment services (IOBSP), MIOBSP category (CAFPI-LOANPLACE, 111 Avenue de France, 75013 Paris, ORIAS No. 09047385), regulated by the ACPR.

 

Adventrust Wealth Management complies with all CNCGP codes of conduct and procedures, available at the association’s headquarters or on www.cncgp.fr.

 

Real Estate and Other Memberships

 

A member of the SNPI, National Union of Real Estate Professionals (www.snpi.fr), Adventrust Wealth Management also holds a professional real estate license for Transactions issued by the CCI of Moselle under No. CPI 57012024000000011, without holding funds, regulated by the DGCCRF.

 

© 2024 Adventrust Wealth Management (LAST UPDATED: 07/01/2024)