Private clients Financial intermediaries

Become a client

Are you a client? You should contact your private banker. 
You are not a client but would like to have more information about Societe Generale Private Banking? Please fill in the form below.

Local contacts

France: +33 (0)1 53 43 87 00 (9am - 6pm)
Luxembourg: +352 47 93 11 1 (8:30am - 5:30pm)
Monaco: +377 97 97 58 00 (9/12am - 2/5pm)
Switzerland: Geneva +41 22 819 02 02
& Zurich +41 44 218 56 11 (8:30am - 5:30pm)

You would like to contact us about the protection of your personal data?

Please contact the Data Protection Officer of Societe Generale Private Banking France by sending an email to the following address: protectiondesdonnees@societegenerale.fr.

Please contact the Data Protection Officer of Societe Generale Luxembourg by sending an email to the following address: lux.dpooffice@socgen.com.

For customers residing in Italy, please contact BDO, the external provider in charge of Data Protection, by sending an email to the following address: lux.dpooffice-branch-IT@socgen.com

Please contact the Data Protection Officer of Societe Generale Private Banking Monaco by sending an email to the following address: list.mon-privmonaco-dpo@socgen.com

Please contact the Data Protection Officer of Societe Generale Private Banking Switzerland by sending an email to the following address : sgpb-gdpr.ch@socgen.com.

You need to make a claim?

Societe Generale Private Banking aims to provide you with the best possible quality of service. However, difficulties may sometimes arise in the operation of your account or in the use of the services made available to you.

Your private banker  is your privileged contact to receive and process your claim.

 If you disagree with or do not get a response from your advisor, you can send your claim to the direction  of Societe Generale Private Banking France by email to the following address: FR-SGPB-Relations-Clients@socgen.com or by mail to: 

Société Générale Private Banking France
29 boulevard Haussmann CS 614
75421 Paris Cedex 9

Societe Generale Private Banking France undertakes to acknowledge receipt of your claim within 10 (ten) working days from the date of its receipt and to provide you with a response within 2 (two) months from the same date. If we are unable to meet this 2 (two) month deadline, you will be informed by letter.

In the event of disagreement with the bank  or of a lack of response from us within 2 (two) months of sending your first written claim, or within 15 (fifteen) working days for a claim about a payment service, you may refer the matter free of charge, depending on the nature of your claim, to:  

 

The Consumer Ombudsman at the FBF

The Consumer Ombudsman at the Fédération Bancaire Française (FBF – French Banking Federation) is competent for disputes relating to services provided and contracts concluded in the field of banking operations (e.g. management of deposit accounts, credit operations, payment services etc.), investment services, financial instruments and savings products, as well as the marketing of insurance contracts.

The FBF Ombudsman will reply directly to you within 90 (ninety) days from the date on which she/he receives all the documents on which the request is based. In the event of a complex dispute, this period may be extended. The FBF Ombudsman will formulate a reasoned position and submit it to both parties for approval.

The FBF Ombudsman can be contacted on the following website: www.lemediateur.fbf.fr or by mail at:

Le Médiateur CS 151

75 422 Paris cedex 09

 

 

The Ombudsman of the AMF

The Ombudsman of the Autorité des Marchés Financiers (AMF - French Financial Markets Authority) is also competent for disputes relating to investment services, financial instruments and financial savings products.

For this type of dispute, as a consumer customer, you have therefore a choice between the FBF Ombudsman and the AMF Ombudsman. Once you have chosen one of these two ombudsmen, you can no longer refer the same dispute to the other ombudsman.

The AMF Ombudsman can be contacted on the AMF website: www.amf-france.org or by mail at:

Médiateur de l'AMF, Autorité des Marchés Financiers
17 place de la Bourse
75082 PARIS CEDEX 02
FRANCE


The Insurance Ombudsman

The Insurance Ombudsman is competent for disputes concerning the application or interpretation of insurance contracts.

The Insurance Ombudsman can be contacted using the contact details that must be mentioned in your insurance contract.

To ensure that your requests are handled effectively, any claim addressed to Societe Generale Luxembourg should be sent to:

Private banking Claims department
11, Avenue Emile Reuter
L-2420 Luxembourg

Or by email to clienteleprivee.sglux@socgen.com and for customers residing in Italy at societegenerale@unapec.it

The Bank will acknowledge your request within 10 working days and provide a response to your claim within 30 working days of receipt. If your request requires additional processing time (e.g. if it involves complex research), the Bank will inform you of this situation within the same 30-working day timeframe.

In the event that the response you receive does not meet your expectations, we suggest the following:

Initially, you may wish to contact the Societe Generale Luxembourg Division responsible for handling claims, at the following address:

Corporate Secretariat of Societe Generale Luxembourg
11, Avenue Emile Reuter
L-2420 Luxembourg

If the response from the Division responsible for claims does not resolve the claim, you may wish to contact Societe Generale Luxembourg's supervisory authority, the “Commission de Surveillance du Secteur Financier”/“CSSF” (Luxembourg Financial Sector Supervisory Commission):

By mail: 283, Route d’Arlon L-1150 Luxembourg
By email:
direction@cssf.lu

Any claim addressed to Societe Generale Private Banking Monaco should be sent by e-mail to the following address: servicequalite.privmonaco@socgen.com or by mail to our dedicated department: 

Societe Generale Private Banking Monaco
Middle Office – Service Réclamation 
11 avenue de Grande Bretagne
98000 Monaco

The Bank will acknowledge your request within 2 working days after receipt and provide a response to your claim within a maximum of 30 working days of receipt. If your request requires additional processing time (e.g. if it involves complex researches…), the Bank will inform you of this situation within the same 30-working day timeframe. 

In the event that the response you receive does not meet your expectations, we suggest to contact the Societe Generale Private Banking Direction that handles the claims by mail at the following address: 

Societe Generale Private Banking Monaco
Secrétariat Général
11 avenue de Grande Bretagne 
98000 Monaco

Any claim addressed to the Bank can be sent by email to:

sgpb-reclamations.ch@socgen.com
 

Clients may also contact the Swiss Banking Ombudsman: 

www.bankingombudsman.ch

 

Synoé

The alliance of digital and relational, for personalized arbitration advice

Synoé, Societe Generale Private Banking France's investment advisory solution, combines the best of relational and digital technology. A new level of service has recently been added, to provide support that is ever closer to clients' needs.

 

Synoé, the first digital investment consulting offer

 

Available for investments of 50,000 euros or more, Synoé provides clients with regular investment advice in the frame of their life insurance policy(1). These advices are consistent with the client's investor profile and can be executed in a few clicks, in complete security. They combine the client's individual investment objectives with the forecasts of Private Banking strategists. They apply to units account of funds managed by the management company SG 29 Haussmann(2) or by Société Générale Gestion(3) and ETFs(4) managed by Lyxor Asset Management(5). Clients can consult these advice via their Internet client sace and the Société Générale Appli(6) ; they are informed of their availability by SMS, email or notification.

In addition, Synoé provides clients with precise information on the allocation of their portfolio, thanks to real-time digital reporting, and offers regular updates on financial market events. When important market events occur, an alert system enables to notify clients instantly, so that the allocation of their portfolio can be adjusted. Their Private Banker is then at their disposal to discuss the advice received. In the event of problems, a help desk within Synoé's teams is available for further assistance.

Created in 2018, Synoé has been rewarded five times since(7).

Click here to watch the video presentation of Synoé (French only)
 
Synoé Premium: an extended investment universe and a dedicated team of experts

 

Recently, an additional level of service has been developed for clients wishing to benefit from an open architecture investment fund offering and access to an expert investment team.

This Premium(8) version enriches the investment universe accessible to the client with more than 60 open-architecture". Clients can thus draw on the expertise of several management companies selected by Lyxor Asset Management teams.

Synoé Premium also gives them privileged access to experts. Indeed, they can contact a dedicated team directly, which is at their disposal to help tjeù make informed decisions and support them, detailing the private bank's investment strategy and choice of funds.

Developed using an agile method, to adapt the offer to the needs and expectations of clients, Synoé will continue to evolve towards greater flexibility and an ever finer integration of clients’ investment objectives.

 

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(1) The life insurance policies concerned are Société Générale Gestion Privée Vie, Séquoia, Ebène Private Banking and Tercap policies underwritten by Sogécap. Société Générale Assurances is the trademark of Sogécap - SA life insurance and capitalisation company with a capital of EUR 1,168,305,450. Company governed by the Insurance Code - 086 380 730 RCS Nanterre. Registered office: Tour D2 - 17 bis place des Reflets - 92919 Paris La Défense Cedex. Correspondence address: Sogécap -Centre Relation Client -42 boulevard Alexandre Martin - 45057 Orléans Cedex 01.

(2) Simplified joint stock company with a capital of 92,000,000, having its registered office in Paris, 29 Boulevard Haussmann, registered with the Paris Trade and Companies Register under number B 450 777 008.

 (3) Société Générale Gestion is the management company dedicated to the Societe Generale network. It is a wholly-owned subsidiary of Amundi, Europe's leading asset manager. Societe Generale Gestion is a société anonyme with share capital of EUR 567,034,094, having its registered office at 90, boulevard Pasteur, 75015 Paris. Societe Generale Gestion, registered under no. 491 910 691 in the Paris Trade and Companies Register, is authorised as a portfolio management company by the AMF under no. GP 009000020.

(4) ETF (Exchange Traded Funds) or tracker means a financial instrument listed on a stock exchange which makes it possible to reproduce in real time the performance of a stock exchange index. Investing in ETFs is only possible if the financial appendix of your life insurance contract allows it. By subscribing to such a product, the investor bears the risk of losing the capital invested.

(5) Lyxor Asset Management, a simplified joint stock company with a capital of 161,106,300 euros, having its registered office at 17 Cours Valmy, Tours Société Générale, 92800 Puteaux, registered with the Nanterre Trade and Companies Registry under number 418 862 215.

(6) It can be downloaded free of charge from Google Play and the App Store (free of charge excluding connection costs charged by your Internet service provider). Google Play is a registered trademark of Google Inc. App Store is a registered trademark of Apple Inc".

(7) Profideo Innovation Trophy, Innovation Oscar, Innovation Coupole, Wealth Tech Award, most innovative technological solution of the year.

(8) Synoé Premium is subject to a commission deducted quarterly on the basis of the assets held within the framework of the service: 0.50% including tax and 0.40% including tax for investments in excess of one million euros (annual rate).

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This marketing document does not constitute a contract. This material has been prepared for information purposes only and is not intended to provide investment advice nor any other investment service, and the document does not constitute and under no circumstances should it be considered in whole or in part as an offer, a solicitation, advice, a personal recommendation to purchase or subscribe for an investment service and/or product, nor any personalized insurance advice or recommendation, nor any solicitation of any kind from Societe Generale Private Banking France. The information indicated in this document shall not be considered as legal or tax or accounting advice.

The information is given for purely informative purposes, are subject to modifications without notice. The purpose of this document is to inform investors who shall make their investment decisions without overly relying on the document. Any past performance information that may be reproduced does not guarantee future performance. Société Générale Private Banking France do not offer any guarantee, express or implied, as to the accuracy or exhaustiveness of the information, which can become obsolete after it's handed over.

Before subscribing to any investment service, financial product or insurance product, the potential investor (i) must familiarise himself with all the information contained in the detailed documentation of the service or product under consideration (prospectus, regulations, articles of association, document entitled "key information document", term sheet, information memorandum, contractual terms and conditions, etc.), in particular that relating to the associated risks; and (ii) consult his legal and tax advisers to assess the legal consequences and tax treatment of the product or service under consideration. His adviser is also available to provide him with further information, to determine with him whether he is eligible for the envisaged product or service which may be subject to conditions, and whether it meets his needs.  Consequently, Société Générale Private Banking France cannot under any circumstances be held liable for any decision taken by an investor based solely on the information contained in this document.

The wealth and financial solutions, offers, products, services and activities mentioned on this page depend on each client's personal situation, the applicable legislation and their tax residence. The offer presented is therefore only suitable for French resident clients of Societe Generale Private Banking France.

In the event that this document is consulted by a non-French tax resident, it will be his or her responsibility to ensure, with his or her legal and tax advisors, that he or she complies with the legal and regulatory provisions of the jurisdiction concerned. This publication is in no way intended for distribution in the United States, nor to any U.S. tax resident, nor to any person or jurisdiction for which such distribution would be restricted or illegal.

This document is confidential, intended exclusively for the person to whom it is given, and may not be communicated nor notified to any third party and may not be copied in whole or in part, without the prior written consent of Societe Generale Private Banking France.
The Societe Generale group continues to maintain an administrative organization to take all appropriate measures necessary to identify, control and maintain the conflicts of interest. 
In that respect, Societe Generale Private Banking implemented a policy regarding the management of the conflict of interest.  Further details are available on request.

Societe Generale Private Banking France also implemented a policy on dealing with clients’ complaints. Further details are available on request or in the Societe Generale Private Banking France Internet’s website.

This document has been issued and distributed by Societe Generale, a French bank authorised and supervised by the Autorité de Contrôle Prudentiel et de Résolution, located 4, Place de Budapest, CS 92459, 75436 Paris Cedex 09, under the prudential supervision of the European Central Bank (“ECB”), and registered at ORIAS as insurance intermediary under the number 07 022 493 orias.fr. Societe Generale is a French Société Anonyme with its registered address at 29 boulevard Haussman, 75009 Paris, with a capital of EUR 1,066,714,367.50 EUR on 1 August 2019 and unique identification number 552 120 222 R.C.S. Paris. Further details are available on request or can be found at www. privatebanking.societegenerale.com.