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 : ch-dataprotection@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 it is sent 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 de la Fédération Bancaire Française
CS 151
75422 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/fr/le-mediateur 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 subscription, 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

 

Understanding the SRI Label from the French Government (“Label ISR de l’Etat Français”)

SRI is an investment that aims to reconcile economic performance with social and environmental impact, by financing companies and public entities that contribute to sustainable development, regardless of their sector of activity(1).

The SRI label created in 2016 by the French Ministry of the Economy and Finance, aims to identify investment funds with measurable and concrete results, thanks to a proven socially responsible investment methodology. It is awarded at the end of a strict process conducted by an independent body, which is responsible for checking that the fund(2) complies with the label's specifications, the latest version of which, which is more demanding than the previous one, dates from 2020.

What are the conditions to get the label?

Obtaining the SRI label is subject to strict and rigorous specifications based on six requirements(3) :

- Defining the objectives sought: The candidate fund announces to investors and savers the objectives sought through the implementation of ESG (Environmental, Social and Governance) criteria. For example, it may be a question of projecting that a company that integrates sustainable development issues into its strategy will perform better in the medium and long term than another that does not make them a priority.

- Establishing an analysis methodology: It details the tools and means used to assess the ESG performance of assets prior to their acquisition.

- Building and managing the portfolio: The fund describes how it manages the various assets in its portfolio, based on extra-financial criteria. This may involve, for example, selecting companies with outstanding ESG performance in their sector.

- Engaging stakeholders: Management companies are encouraged to play an active role with companies through a voting policy at General Meetings and by raising awareness of the importance of ESG.

- Informing investors and savers: To ensure transparency, funds must report to investors on the achievement of their objectives, in particular by calculating measurable impact indicators.

- Evaluate the impact of the approach: In addition, the labelled funds are required to calculate and communicate their ESG score in relation to that of their benchmark index, as well as tangible indicators that show the real impact of their investments in terms of sustainability.

 

Why did we choose the SRI label?

Societe Generale Private Banking is committed to a more sustainable future by expanding the number of SRI-labelled investment solutions in its offering; for example, with the new generation of savings that seek to reconcile responsibility and performance, or within our dedicated management companies SG 29 Haussmann(5) and Societe Generale Gestion(6).

The SRI label from the French Government sets out a demanding and rigorous framework, enabling investors to invest with confidence in funds that focus on transparency. This certification, which is reviewed every year, enables us to help you make more responsible investments.

 


(1) According to the FIR: the French "Forum de l'Investissement Responsable" (Forum for Responsible Investment)

(2) Since 2020, alternative funds (in particular SCPI and OPCI (Frecnh equivalents of REITs) real estate funds) and institutional mandates are eligible for the SRI label.

(3) Source: SRI label website

(4) Source: DNCA

(5) Approved by the Autorité des Marchés Financiers in 2007, SG 29 Haussmann, a subsidiary of the Société Générale Group, is the portfolio management company dedicated to managing the assets of Société Générale Private Banking France's clients.

(6) Société Générale Gestion is the asset management company dedicated to the Société Générale network. It is a wholly-owned subsidiary of Amundi, the leading European asset manager. Societe Generale Gestion is a limited liability company with a share capital of EUR 90,285,567 034 094, whose registered office is located at 90, boulevard Pasteur, 75015 Paris. Société Générale Gestion, registered under number 491 910 691 in the Paris Trade and Companies Register, is approved as a portfolio management company by the AMF under number GP 009000020.

Would you like to discuss this subject further with us?

The present article, of an advertising nature, has no contractual value. Its content is not intended to provide an investment service, nor does it constitute investment advice or a personalised recommendation on a financial product, nor insurance advice or a personalised recommendation, nor a solicitation of any kind, nor legal, accounting or tax advice from Société Générale Private Banking France. The information contained herein is provided for information purposes only, is subject to change without notice, and is intended to provide information that may be useful in making a decision. Past performance information that may be reproduced is not a guarantee of future performance.

Before subscribing to an investment service, financial product or insurance product, the potential investor (i) must read all the information contained in the detailed documentation for the service or product in question (prospectus, regulations, articles of association, key investor information document, term sheet, information notice, contractual terms and conditions, etc.) and (ii) must be informed of the reasons for the decision. (ii) consult its legal and tax advisors to assess the legal consequences and tax treatment of the proposed product or service. His Private Banker is also at his disposal to provide him with further information, to determine with him whether he is eligible for the product or service envisaged, which may be subject to conditions, and whether it meets his needs. Consequently, Société Générale Private Banking France cannot be held responsible for any decision taken by an investor based solely on the information contained in this document.

This document is confidential, intended exclusively for the person to whom it is given, and may not be communicated or brought to the attention of third parties, nor may it be reproduced in whole or in part, without the prior written consent of Société Générale Private Banking France. For more information, click here.

Claire Douchy Head of Corporate Commitments and Responsible Projects Societe Generale Private Banking France