UNOFI-PATRIMOINE
UNOFI-PATRIMOINE | |
|---|---|
| Corporate identity | |
| Type | Société anonyme (SA) |
| Registration number | SIREN 378 566 533; RCS Paris 378 566 533 |
| Regulated | Yes |
| License type | Insurance Intermediary / Broker |
| License number | ORIAS 07 001 835 |
| Incorporation | 1990 |
| Headquarters | 2, rue Montesquieu, CS 11120, 75039 Paris cedex, France |
| Country | France |
| Regulator | ORIAS |
| Ultimate parent | Unoparfi |
| Group status | Other |
| Business & markets | |
| Operating status | Active |
| Lines of business | Insurance brokerage/intermediation, financial services distribution |
| Geographic markets | France |
| Key financials (2024) | |
| Currency | EUR |
| Revenue | EUR 30,646,300.68 |
| Net income | EUR 1,517,593.29 |
| Total assets | EUR 11,878,439.91 |
| Equity | EUR 4,177,568.20 |
💼 UNOFI-PATRIMOINE is a French Société anonyme registered in Paris (SIREN 378 566 533) that operates as an ORIAS-registered insurance intermediary within the UNOFI group's distribution framework serving notarial clients.[1] The entity acts as both an insurance mandate holder and a tied investment intermediary, providing patrimonial advisory solutions and distributing insurance and financial products to French notaries and their clients.[2] Per the provided shareholder data, Unoparfi holds 49.99%, though UNOFI group disclosures suggest additional ownership not reflected in the input data. Its FY2024 statutory accounts report total income of EUR 30.65 million, total assets of EUR 11.88 million, and a net profit of EUR 1.52 million, indicating a profitable commission-driven activity without underwriting risk.[3]
References
- ↑ "Mentions légales — UNOFI". UNOFI. Retrieved 12 March 2026.
- ↑ "SFCR 2024 — UNOFI-ASSURANCES" (PDF). UNOFI-ASSURANCES. April 2025.
- ↑ "UNOFI-PATRIMOINE — Comptes sociaux 2024" (PDF). Pappers. June 2025.