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Advice and answers from the Shares Team
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Shares Pro
What is
Shares
Pro
?
All you need to know about the
Shares
Pro
platform…
Shares
Pro
is a service specifically designed for Wealth Managers registered with ORIAS in France… With
Shares
Pro
, we offer you the ability to invest your clients' funds in a wide range of assets, including
What are the fees on the
Shares
Pro
platform?
Everything about fees on the
Shares
Pro
platform… the fees associated with investments on
Shares
Pro
… Please contact us at support-team-
pro
@shares.io
What is SEPA Direct Debit on the
Shares
Pro
platform?
How SEPA DD works on
Shares
Pro
?… Key Features of SEPA DD on
Shares
Pro
… On
Shares
Pro
, SEPA direct debit allows funds needed for your Investment Plans to be automatically debited
How to create a Plan on the
Shares
Pro
platform?
Log in to the
Shares
Pro
platform: Access your account by clicking on the magic link sent to your email…
Pro
platform?…
Pro
platform?
How to edit a Plan on the
Shares
Pro
Platform?
resume a Plan, please refer to the following article: How to cancel, pause or resume a Plan on the
Shares
…
Pro
platform?
How to create an ELTIF order on the
Shares
Pro
platform?
All you need to know about creating an ELTIF order on the
Shares
Pro
platform…
Shares
plans to introduce additional ELTIF fund options in the future that will be accessible to all… Learn more about depositing funds from our article: How can my Client deposit money to their
Shares
account
What are the fees for ELTIF orders on the
Shares
Pro
platform?
Learn more about fee for ELTIF orders on the
Shares
Pro
platform… Transaction fee 0.20% of the investment Mandatory service fee, charged by
Shares
What are the steps to transfer a Client’s PEA to
Shares
Pro
?
*Available in France only At
Shares
Pro
, you can seamlessly transfer an existing PEA (Plan d'Épargne… For detailed instructions, see our article: How to create and manage a Plan on the
Shares
Pro
platform…
PRO
How to create and manage Plan templates on the
Shares
Pro
platform?
Please learn more from our article: How to create and manage a Plan on the
Shares
Pro
platform?… these steps: Log in to the Platform: Please learn more from our article: How to sign in to the
Shares
…
Pro
platform?
How to initiate withdrawals from CTO accounts on the
Shares
Pro
platform?
Select Client: Log in to
Shares
Pro
platform and select the Client from the left menu