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✦ Why Véloci

Full independence,
serving your interests only.

In a sector where 80% of "advisors" are really salespeople tied to an institution, independence isn't a marketing claim — it's the baseline for real advice.

What "independent" really means

At Véloci, "independent" has a precise meaning: no capital ties to any bank, insurer or distribution network. We access the entire market to select the best solutions on one criterion only: their fit with your situation. Our compensation is transparent and disclosed before any implementation via the DER.

The 4 pillars that make the difference.

1
🔓

Whole-market access

Where your bank only offers in-house products, Véloci selects from hundreds of insurers, funds and investment solutions.

  • Objective comparison of life insurance contracts
  • Best market SCPIs across Europe
  • Institutional funds and private equity access
  • Open architecture on 50+ partners
2
🔍

Transparent pricing

No hidden fees, no surprises. Before each implementation, you know exactly how Véloci is paid.

  • Free audit of your existing contract fees
  • No surprise billing — agreed in advance
  • Systematic prior disclosure (DER + DICI)
  • Choice between fees, commissions or mix
3

Availability & responsiveness

A property opportunity? A family change? Véloci replies within 24h.

  • Guaranteed reply within 24 business hours
  • In-person in Nancy or video across France
  • Proactive follow-up, not just reactive
  • Single long-term contact
4
📚

Educational, no jargon

Finance is our job — not yours. Every recommendation is explained until you understand it perfectly.

  • Explanations accessible at any level
  • Concise, visual documents
  • You stay in charge of every decision
  • Financial glossary always available

Concretely, what does it change for you?

Daily difference between an independent advisor and a standard bank advisor.

Criterion
Bank advisor
Véloci (independent)
Products offered
In-house catalogue only
Whole market (50+ partners)
Sales targets
Monthly quotas imposed
No quotas — your interest first
Average annual fees (life ins.)
2 to 3%
0.8 to 1.5%
Follow-up continuity
Change every 2-3 years
Single long-term contact
Tax optimisation
Often absent or superficial
Full tax strategy
Compensation transparency
Partially transparent
DER mandatory — everything disclosed
Difference on €100k × 15 years
≈ €145,000
≈ €170,000 (+ €25,000)
⚖️

The regulatory stake: MiFID II

The European MiFID II directive redefined "independent" advice in 2018. An advisor can only claim independence if they: (1) offer products from multiple providers, (2) disclose compensation transparently via the DER, (3) act in the client's sole interest. Véloci respects these 3 pillars since inception.

Test it: get a second opinion.

60-90 minutes to analyse your current investments, their real fees, and tell you honestly whether your situation can be optimised. Free, no commitment.

Get a second opinion →