*Available in France only.
Who can place an ELTIF order?
At present, ELTIFs (European Long-Term Investment Funds) are offered exclusively to Wealth Managers within companies belonging to the Crystal Group. Shares plans to introduce additional ELTIF fund options in the future that will be accessible to all Wealth Managers.
How to create an ELTIF order:
Log in to the Platform and select your Client from the left-side menu.
On the Client’s profile, click the “Invest” button (note: the usual “Create a Plan” button is not available for Crystal WMs).
Choose the “(€) Amount NAV” option.
Enter the following details:
Investment amount (minimum €5,000)
Optional entry fee (up to 5%, charged by Wealth Manager)
Review the order summary. Once everything is correct, click “Submit for review.”
The request is sent to the Client for approval, and you’ll receive an email notification once approved. The order will appear under Pending Orders with its current status (“Awaiting Funds” or “Pending”).
Once executed (after November 1, 2025), the order moves to the Portfolio section, where you can view details and performance metrics.
Please note that only regular bank transfers are permitted for funding ELTIF orders. Learn more about depositing funds from our article: How can my Client deposit money to their Shares account?