*Available in France only.
Once your Client is fully onboard (for more information, please check this article: What are the steps to create a personal account for a Client? What are the steps to create a business account for a Client?) you can create a Plan for them. Please find the below instruction on how to do it. You can also check our video tutorial.
Creating a Plan
Select Your Client: From the left-side menu, locate and select the client for whom you want to create the Plan.
Click “Invest” in the top-right corner, then select “Investment Plan”
Choose how to build your Plan: “Build a new one”, saved templates, or Ready-Made Templates by Advisors (CTO only). Learn more about Plan templates from our article: How to create and manage Plan templates on the Shares Pro platform?
Provide Required Information:
Plan name
Advised management fee (optional, 1.2% max, VAT inclusive)
Initial Investment (optional): min. €50 CTO / €100 PEA; max €2,500,000 CTO / €2,000,000 PEA
Recurring Amount (optional): min. €50 CTO / €100 PEA; max €20,000,000
Start date and frequency (monthly, quarterly, annually)
Payment method: cash or SEPA DD if linked — you can select different methods for initial and recurring amounts
Add Desired Assets: If you're not using a template, click the “+” icon next to each asset you want to add (you can add up to 20 assets).
Manual Allocation: Enter the percentage allocation for each asset manually, ensuring the total adds up to 100%.
Alternatively, click the “Split Evenly” button to automatically distribute the allocation evenly across the selected assets.
Save as Template: If you wish you can save this allocation as a template so you can re-use it for every new Investment Plan.
For Plans that include Mutual Funds: if Mutual Funds have been added to the Plan, you are required to review the entry fees and may optionally configure a non-acquired entry fee.
Submit for Review: Once you’ve completed all the details, click “Submit for Review.” The request will then be sent to your client for review and approval and signature via email.
Client’s Approval: Your client will first receive an email requesting them to review and approve the Plan. Once this step is completed, they will receive a second email from Yousing (our partner) prompting them to sign the Plan-related approval documents. Please note that the Plan is considered fully approved only after both the approval and signature steps have been completed.
Important for Business CTO accounts: An LEI is required before creating a Plan. If not provided during onboarding, you will be prompted to enter it at this stage.
If you are looking for instructions on how to manage the approved Plan, please check our article: How to manage a Plan on the Shares Pro platform?