Shares Pro (France only)
đ Discover the Shares Pro Platform for Wealth Managers
28 articles
- What is Shares Pro?
- What are the fees for the Investment Plan on the Shares Pro platform?
- How to sign in to the Shares Pro platform?
- What are the steps to create a personal account for a Client?
- What documents are accepted as clientâs Proof of Identity and Proof of address?
- Why do I need to provide the Clientâs source of funds?
- How can my Client deposit money to their Shares account?
- What documents are accepted to verify my Client's bank account?
- What are the steps to create a business account for a Client?
- What do your Business Clients need to prepare to onboard on the Shares Pro Platform?
- What types of accounts does Shares offer for WM clients?
- What are the steps to transfer a Clientâs PEA to Shares Pro?
- How to create a Plan on the Shares Pro platform?
- How to create and manage Plan templates on the Shares Pro platform?
- How to cancel, pause or resume a Plan on the Shares Pro platform?
- What is SEPA Direct Debit on the Shares Pro platform?
- How to set up SEPA Direct Debit on the Shares Pro platform?
- How to set up SEPA Direct Debit for clients onboarded before May 2025 on Shares Pro?
- How to edit a Plan on the Shares Pro Platform?
- How to initiate withdrawals from CTO accounts on the Shares Pro platform?
- How to create an ELTIF order on the Shares Pro platform?
- What are the fees for ELTIF orders on the Shares Pro platform?
- How to create a Structured Product order on the Shares Pro platform?
- How to change the asset allocation of an Investment Plan?
- How to sell assets from an Investment Plan?
- What is the MiFID II Product Governance Profile?