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Private banks & financial advisers

Private banks & financial advisers: support your clients in agriculture

A professional workspace being prepared to support your clients as they explore agricultural projects. Planned access will be personal, verified and limited to authorised dossiers.

Professional introduction

Introduce your private bank or financial adviser

Service in preparation — no messages sent

Would you like to involve your usual contact in your project? This process is not open yet: no name or email can be entered or collected here, and no message is sent.

How will the introduction work?
  1. Identify your contact

    Once open, you will be able to provide your name and email, along with your contact’s name, organisation and professional email address.

  2. Authorise the sharing

    Before any message is sent, the recipient and the contact details to be shared will be shown. Your explicit agreement will be requested for this introduction only.

  3. Turbo Cereal checks

    The team will manually verify the professional identity and recipient. Entering an address creates neither a partnership nor an authorisation.

  4. Send after approval

    Following verification and your agreement, an automatic introduction email is planned, without financial attachments or access codes. A delivery error will not be reported as a successful introduction.

Separate agreement will be required

The agreement will cover only sharing your name and email with the named professional. No consent is collected here. Planned retention period: 6 months after the introduction. Collection and deletion are not active yet; withdrawal arrangements remain to be finalised.

This presentation grants no access to confidential dossiers, is not a mandate and allows no subscription.

Read the current privacy policy

Secure workspace being prepared

Support your clients

The planned process will allow you to review authorised dossiers and follow your clients’ exchanges under verified mandates. Consulting a dossier does not authorise subscription or access to another client’s information.

Rights specific to each dossier

The issuer, dossier and mandate must be validated separately. Being a financial adviser, cooperative member or having access to another project gives no automatic access.

Traceable professional follow-up

The planned follow-up will distinguish consultations, mandates and flows for each dossier. It is not yet connected; no consultation, transaction or remuneration is recorded from this page.

Explore the planned professional process. The secure workspace is not yet open; this page grants no access or mandate.

Understand each solution