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Ombudsman’s Blog
Investing in an ineligible security within the context of a “classic” Plan d'Epargne en actions (PEA) (Personal Equity Plan) - who is responsible?
02 February 2015

Investing in an ineligible security within the context of a “classic” Plan d'Epargne en actions (PEA) (Personal Equity Plan) - who is responsible?

13 March 2020
A "PEA" (personal equity savings plan) must be closed on the holder's death, but its closing is not equivalent to a liquidation order A "PEA" (personal equity savings plan) must be closed on the holder's death, but its closing is not equivalent to a liquidation order
01 July 2019
A specific point worth knowing when selling unlisted securities in an equity savings plan: what to do in case of a deferred payment ? A specific point worth knowing when selling unlisted securities in an equity savings plan: what to do in case of a deferred payment ?
03 September 2018
Transfer of a classic PEA to an insurer-managed PEA: pay careful attention to special conditions Transfer of a classic PEA to an insurer-managed PEA: pay careful attention to special conditions