{"id":1537,"date":"2025-11-15T19:50:44","date_gmt":"2025-11-15T18:50:44","guid":{"rendered":"https:\/\/www.clovisgestionprivee.fr\/?page_id=1537"},"modified":"2025-11-15T19:54:30","modified_gmt":"2025-11-15T18:54:30","slug":"document-entree-en-relation-2","status":"publish","type":"page","link":"https:\/\/www.clovisgestionprivee.fr\/index.php\/document-entree-en-relation-2\/","title":{"rendered":"Document entr\u00e9e en relation"},"content":{"rendered":"<p>[vc_row hide_bg_image_on_tablet=&#8221;&#8221; hide_bg_image_on_mobile=&#8221;&#8221; css=&#8221;.vc_custom_1527690588959{background-color: #f7f8f9 !important;}&#8221;][vc_column icons_position=&#8221;left&#8221;][vc_empty_space height=&#8221;1em&#8221; alter_height=&#8221;none&#8221; hide_on_mobile=&#8221;&#8221; hide_on_desktop=&#8221;&#8221; hide_on_notebook=&#8221;&#8221; hide_on_tablet=&#8221;&#8221;]<div id=\"sc_content_1119912194\"\n\t\tclass=\"sc_content sc_content_default sc_float_center p70\"><div class=\"sc_content_container\">[vc_column_text]<\/p>\n<p data-start=\"227\" data-end=\"592\">Le Document d\u2019Entr\u00e9e en Relation de <strong data-start=\"263\" data-end=\"288\">CLOVIS GESTION PRIV\u00c9E<\/strong> constitue une \u00e9tape essentielle pour instaurer une collaboration <strong data-start=\"354\" data-end=\"370\">transparente<\/strong> et <strong data-start=\"374\" data-end=\"387\">s\u00e9curis\u00e9e<\/strong>, dans le respect des exigences r\u00e9glementaires. Il rassemble toutes les informations n\u00e9cessaires pour comprendre le cadre dans lequel le cabinet exerce son activit\u00e9 de <strong data-start=\"555\" data-end=\"591\">conseil en gestion de patrimoine<\/strong>.<\/p>\n<p data-start=\"594\" data-end=\"993\">Ce document pr\u00e9sente les diff\u00e9rents <strong data-start=\"630\" data-end=\"653\">statuts r\u00e9glement\u00e9s<\/strong> du cabinet, les <strong data-start=\"670\" data-end=\"694\">autorit\u00e9s de tutelle<\/strong> impliqu\u00e9es ainsi que les assurances et garanties financi\u00e8res encadrant ses missions. Vous y trouverez notamment les sp\u00e9cificit\u00e9s li\u00e9es aux activit\u00e9s de <strong data-start=\"847\" data-end=\"888\">conseil en investissements financiers<\/strong>, d\u2019<strong data-start=\"892\" data-end=\"923\">interm\u00e9diation en assurance<\/strong>, d\u2019<strong data-start=\"927\" data-end=\"951\">op\u00e9rations de banque<\/strong> ou encore de <strong data-start=\"965\" data-end=\"992\">transaction immobili\u00e8re<\/strong>.<\/p>\n<p data-start=\"995\" data-end=\"1358\">Il d\u00e9taille \u00e9galement les modalit\u00e9s de <strong data-start=\"1034\" data-end=\"1050\">r\u00e9mun\u00e9ration<\/strong>, la politique en mati\u00e8re de <strong data-start=\"1079\" data-end=\"1093\">durabilit\u00e9<\/strong>, la liste actualis\u00e9e des <strong data-start=\"1119\" data-end=\"1145\">partenaires principaux<\/strong>, ainsi que les proc\u00e9dures relatives au <strong data-start=\"1185\" data-end=\"1216\">traitement des r\u00e9clamations<\/strong> et \u00e0 la <strong data-start=\"1225\" data-end=\"1264\">protection des donn\u00e9es personnelles<\/strong>. Ces \u00e9l\u00e9ments permettent d\u2019\u00e9tablir une relation fond\u00e9e sur la <strong data-start=\"1327\" data-end=\"1340\">confiance<\/strong> et la <strong data-start=\"1347\" data-end=\"1357\">clart\u00e9<\/strong>.<\/p>\n<p data-start=\"1360\" data-end=\"1570\">En parcourant ce document, vous b\u00e9n\u00e9ficiez d\u2019une vision globale et structur\u00e9e des engagements, responsabilit\u00e9s et modalit\u00e9s d\u2019accompagnement mises en place pour assurer la bonne gestion de votre <strong data-start=\"1555\" data-end=\"1569\">patrimoine<\/strong>.<\/p>\n<p>[\/vc_column_text]<\/div><\/div><!-- \/.sc_content -->[vc_empty_space height=&#8221;1em&#8221; alter_height=&#8221;none&#8221; hide_on_mobile=&#8221;&#8221; hide_on_desktop=&#8221;&#8221; hide_on_notebook=&#8221;&#8221; hide_on_tablet=&#8221;&#8221;][\/vc_column][\/vc_row][vc_row hide_bg_image_on_tablet=&#8221;&#8221; hide_bg_image_on_mobile=&#8221;&#8221; css=&#8221;.vc_custom_1763232684807{background-color: #ffffff !important;}&#8221;][vc_column icons_position=&#8221;left&#8221;][vc_empty_space height=&#8221;1em&#8221; alter_height=&#8221;none&#8221; hide_on_mobile=&#8221;&#8221; hide_on_desktop=&#8221;&#8221; hide_on_notebook=&#8221;&#8221; hide_on_tablet=&#8221;&#8221;][vc_btn title=&#8221;Consulter le document complet&#8221; color=&#8221;primary&#8221; align=&#8221;center&#8221; link=&#8221;url:https%3A%2F%2Fwww.clovisgestionprivee.fr%2Fwp-content%2Fuploads%2F2025%2F11%2FDOCUMENT-ENTREE-EN-RELATION.pdf&#8221;][\/vc_column][\/vc_row]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>[vc_row hide_bg_image_on_tablet=&#8221;&#8221; hide_bg_image_on_mobile=&#8221;&#8221; css=&#8221;.vc_custom_1527690588959{background-color: #f7f8f9 !important;}&#8221;][vc_column icons_position=&#8221;left&#8221;][vc_empty_space height=&#8221;1em&#8221; alter_height=&#8221;none&#8221; hide_on_mobile=&#8221;&#8221; hide_on_desktop=&#8221;&#8221; hide_on_notebook=&#8221;&#8221; hide_on_tablet=&#8221;&#8221;][vc_empty_space height=&#8221;1em&#8221; alter_height=&#8221;none&#8221; hide_on_mobile=&#8221;&#8221; hide_on_desktop=&#8221;&#8221; hide_on_notebook=&#8221;&#8221; hide_on_tablet=&#8221;&#8221;][\/vc_column][\/vc_row][vc_row hide_bg_image_on_tablet=&#8221;&#8221; hide_bg_image_on_mobile=&#8221;&#8221; css=&#8221;.vc_custom_1763232684807{background-color: #ffffff !important;}&#8221;][vc_column icons_position=&#8221;left&#8221;][vc_empty_space height=&#8221;1em&#8221; alter_height=&#8221;none&#8221; hide_on_mobile=&#8221;&#8221; hide_on_desktop=&#8221;&#8221; hide_on_notebook=&#8221;&#8221; hide_on_tablet=&#8221;&#8221;][vc_btn title=&#8221;Consulter le document complet&#8221; color=&#8221;primary&#8221; align=&#8221;center&#8221; link=&#8221;url:https%3A%2F%2Fwww.clovisgestionprivee.fr%2Fwp-content%2Fuploads%2F2025%2F11%2FDOCUMENT-ENTREE-EN-RELATION.pdf&#8221;][\/vc_column][\/vc_row]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":[],"_links":{"self":[{"href":"https:\/\/www.clovisgestionprivee.fr\/index.php\/wp-json\/wp\/v2\/pages\/1537"}],"collection":[{"href":"https:\/\/www.clovisgestionprivee.fr\/index.php\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.clovisgestionprivee.fr\/index.php\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.clovisgestionprivee.fr\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.clovisgestionprivee.fr\/index.php\/wp-json\/wp\/v2\/comments?post=1537"}],"version-history":[{"count":4,"href":"https:\/\/www.clovisgestionprivee.fr\/index.php\/wp-json\/wp\/v2\/pages\/1537\/revisions"}],"predecessor-version":[{"id":1543,"href":"https:\/\/www.clovisgestionprivee.fr\/index.php\/wp-json\/wp\/v2\/pages\/1537\/revisions\/1543"}],"wp:attachment":[{"href":"https:\/\/www.clovisgestionprivee.fr\/index.php\/wp-json\/wp\/v2\/media?parent=1537"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}