You can become a Montségur Finance Client directly by opening a Montségur Finance account and signing a Management Contract.

This account will be opened at our custodian CM-CIC Securities, subsidiary of Crédit Mutuel, and you can make liquid contributions (bank transfer or cheque) and by contribution to an existing portfolio which acts as an ordinary account or Equity Savings Plan.

In the case of a portfolio transfer, Montségur Finance deals with administrative requirements. A 2 to 3 weeks delay is to be expected so that the transfer is effective and the taxation particulars are recuperated.

To open an account, the required identification is :

• a photocopy of a currently valid Identity Card or Passport for each applicant,

• a document in proof of residence of less than 3 months (Electricity bill, Telephone bill...).