This section contains some basic rules that you would be well advised to follow in dealing with intermediaries; they will help you to establish a clearly-defined and profitable relationship, to the advantage of your investments.

The rules are divided along the path that you have to follow when making investment decisions. Some rules therefore need to be observed before concluding a contract, while others refer to the phase of administering your investment after concluding a contract. Lastly, special attention is paid to the Internet, an extremely useful instrument which is becoming increasingly necessary but which must be used with particular care.