Your banking needs
We take stock of the accounts and services useful to your personal or professional situation.
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Opening an account is one of the steps in your establishment. We prepare bank exchanges with your business file to limit scattered requests and missing documents.

We take stock of the accounts and services useful to your personal or professional situation.
Identity, activity, source of funds: we help you organize the information requested by establishments.
We help you present your project and understand the elements studied by the banking partners.
Account, activity or investment: your objective guides preparation.
An organized file makes it possible to respond more clearly to requests from establishments.
We support you in the discussions planned by our mission, until the next stages of your project.
To prepare a professional or personal account and organize banking transactions linked to your establishment.
Activity, customers, countries concerned and planned movements are used to define the need.
We help you organize the personal and professional information in the file.
Origin of funds and useful supporting documents are prepared according to the establishment’s requests.
The banking process is linked to the stages of setting up or operating your business.
We follow the exchanges planned by the mission and provide you with the expected details.
When the need justifies it, we help to structure the presentation of your project to banking contacts.
The exact scope of the services is defined with you in the mission. External interventions are identified according to the needs of the file.
The final list of supporting documents depends on your situation and the requests of the organizations.
The banking establishment decides on the opening of the account, the services offered and any financing after its own analysis.
Understand our method →The administrative service, notarial relations and the specialists concerned intervene at the appropriate time for your project.
You concentrate on your activity. We prepare the file, coordinate the participants and follow the creation processes.
Discover this page 02Your installation is organized with your business project. We prepare your procedures and integrate the needs of your family.
Discover this page 03Keep a clear vision of your business, with accounting monitoring after your installation.
Discover this pageEach establishment decides whether to open an account according to its analysis of the file and its obligations. Our role is to help you prepare your approach.
No. The financing agreement and its conditions are the decision of the bank. We help you structure the presentation of your project.
The list depends on your profile and the establishment. It may in particular concern your identity, your activity, your financial situation and the origin of the funds.
Your activity, your company in France, your calendar: let's start from your situation to define the steps to take and the support to provide.
An initial discussion to clarify your options and your next steps.