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Find out all about LISE, the platform and the regulations.

Login & Security

7 articles

Forgotten your password? Follow these steps to recover access to your account:

  1. Go to the login page at lise.com
  2. Click on "Forgot password?"
  3. Enter the email address associated with your account
  4. You will receive a link to set a new password (remember to check your spam folder)
  5. Follow the link to create a new secure password
  6. Log in as usual with your new password

Creating a Lise account is done entirely online in just a few minutes. Simply enter your first name, surname, email address, and a secure password. You will then receive a verification code by email to activate your account. Once your account is activated, you will be guided step by step to complete your profile and access the platform.

To ensure the security of your funds, access to your Lise account is protected by two-factor authentication (2FA). Each time you attempt to log in, we send a unique security code to the email address linked to your Lise account. This verification step is essential: it ensures that you are the only person who can access your account.

💡 Didn't receive the code? Check your spam folder.

In accordance with the procedure described in the Terms of Use, Lise can, at your request, implement Emergency Measures in the event of a serious issue (theft or loss of login credentials, compromise of your personal area, loss of access to securities, transfer error).

In practice:

  1. Complete the dedicated online form (accessible via this link XX) by providing your password and answering the security questions.
  2. Once the request is validated, Lise temporarily freezes your personal area, including wallets and associated accounts.
  3. This freeze immediately blocks all access until the investigation is complete.
  4. An alert is automatically sent to our teams to handle the incident.

ℹ️ Lise's liability remains limited under the conditions set out in Article 9 of the Terms of Use.

If you are dissatisfied, you can file a complaint with Lise via the dedicated online form available on our website. Lise undertakes to process your complaint within the timeframes set out in its Complaints Handling Procedure.

If you are not satisfied with Lise's response, you may refer the matter free of charge to the AMF Ombudsman:

No, not for retail investors. For security and regulatory compliance reasons, each individual can only create one user account on Lise. If you wish to manage a company account (legal entity), this is separate from your personal account and follows a dedicated registration process.

Before submitting your request, make sure that:

  • Your balance is zero (all funds have been withdrawn)
  • No transactions (orders or subscriptions) are pending
  • No securities are held in your portfolio

Then:

  • Contact our support team via email or chat
  • Identity verification may be required
  • A confirmation will be sent once the closure is complete

In accordance with our regulatory obligations, certain data will be archived for 5 years after closure.

Identity check (KYC)

5 articles

The KYC questionnaire (for "Know Your Customer") is a mandatory form designed to verify your identity and collect essential personal information. It enables Lise to meet its anti-money laundering and counter-terrorism financing obligations. This questionnaire is quick to complete, but mandatory to ensure a secure investment environment for everyone.

Identity verification (KYC — Know Your Customer) is a mandatory step to access Lise. It serves two purposes:

  • Regulatory compliance: As a licensed market infrastructure, Lise is required to comply with anti-money laundering and counter-terrorism financing (AML/CFT) standards.
  • Security of your assets: This procedure ensures that you are the sole legitimate holder of your account and protects the integrity of the ecosystem for all investors.

Note: Access to investment features (buying/selling securities) is conditional upon final validation of your application by our teams.

Verifying your identity is a mandatory step to activate your account. Accepted documents are:

  • National identity card (front and back)
  • Passport
  • Valid residence permit

The document must be legible, not expired, and match the information provided in your profile.

A verification refusal can occur for several reasons:

  • Document expired, illegible, blurry, cropped, or poorly framed
  • Inconsistency between the information provided and the document submitted
  • Politically Exposed Person (PEP) status requiring enhanced checks
  • Presence on an international sanctions list

You will receive an email indicating the refusal. You can then submit a new version directly from your personal area.

As a general rule, your verification is processed within 48 business hours of submitting your documents. In the event of high demand or additional checks, the timeframe may be slightly longer. You will be notified by email as soon as your identity is validated.

MiFID II suitability questionnaire

4 articles

The suitability questionnaire (MiFID II) is a tool designed above all for your protection. Far from being an exam, it is a key step in personalising your experience on Lise:

  • A tailored approach: It allows us to better understand your experience and objectives to ensure the investment opportunities on the platform match your expectations.
  • Invest with confidence: As Lise uses innovative technologies (DLT), this process helps you confirm your understanding of stock market mechanisms before getting started.
  • Regulatory requirement: It is a legal obligation that ensures every platform user benefits from a secure investment environment suited to their profile.

Rest assured: This questionnaire only takes a few minutes and is not designed to judge you, but to offer you the best possible framework for managing your SME and mid-cap portfolio.

The test consists of two parts: a general test on financial markets (minimum required score: 50%) and a specific test on Lise and DLT technology (minimum required score: 66%). You can complete it at your own pace from your personal area.

Yes. If you fail, there is a waiting period before you can retake the test. This allows you time to learn more about financial markets and blockchain technology. Educational resources are available on the platform and in this help centre to help you prepare.

No. Validation of your account (KYC) is a necessary first step, but not sufficient. You must also complete the suitability questionnaire before you can access the markets and place your first orders.

Issuer account

3 articles

A legal representative of the company creates a business account online, provides the required information, and submits the admission documents (Kbis extract, articles of association, capitalisation table, etc.). The Lise team reviews the application and will get back to you within 48 hours.

Yes. Once the main account is created and validated, the legal representative can add multiple users with specific access rights (read-only, order placement, administration, etc.). This feature allows certain tasks to be delegated to different team members.

Each team member must first create their own personal account (as an individual). The legal representative can then grant them specific access to the company profile (read-only, order placement, administration, etc.).

An Issuer (a company listed on Lise) has access to a dedicated area from which they can: manage their company profile and regulatory documents, track subscriptions during an IPO, monitor changes in their shareholder base, publish regulatory announcements to investors, and coordinate corporate actions (dividends, general meetings).