Word template · Executive
French fit and proper profile template (profil d'aptitude du dirigeant)
When a bank, insurer or management company in France, Belgium or Luxembourg appoints a dirigeant effectif, an administrateur, a member of the conseil de surveillance or a responsable de fonction clé, the ECB, the ACPR, the NBB or the CSSF assesses the person's aptitude. This Word template is the profil d'aptitude a search firm prepares for the institution, written entirely in French. It opens with la nomination: nature de la fonction, établissement, autorité compétente, prise de fonction, durée du mandat and temps consacré. Then the synthèse de l'aptitude, connaissances, compétences et expérience by the areas of the EBA/ESMA guidelines with evidence, the parcours with the nature and size of each organisation, formation, and finally honorabilité, conflits d'intérêts, disponibilité et autres mandats, indépendance d'esprit, the contribution to the aptitude collective and the points ouverts for the dossier. It supports the authority's questionnaire and never replaces it.
The institution's secrétariat général or compliance team has to answer the authority's questions on each new dirigeant. This profile gives them the material in French and in the order they need. Honorabilité, conflits d'intérêts and indépendance d'esprit come only from what the candidate declared and you noted.
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An editable file with neutral branding and a fictional example candidate, to fill in by hand. Formatix fills it automatically from a CV.
What's in the template
The French profil d'aptitude an executive search firm prepares for a dirigeant effectif, administrateur, membre du conseil de surveillance or responsable de fonction clé at a bank, insurer or management company assessed by the ECB, the ACPR, the NBB or the CSSF, written in French: la nomination, synthèse de l'aptitude, connaissances, compétences et expérience by the areas of the EBA/ESMA guidelines, parcours with the nature and size of each organisation, formation, then honorabilité, conflits d'intérêts, disponibilité et autres mandats, indépendance d'esprit, aptitude collective and points ouverts, all from your notes only. Supports the authority's questionnaire, never replaces it. French only.
- La nomination: nature de la fonction, établissement, autorité compétente, prise de fonction, durée, temps consacré
- Synthèse de l'aptitude from the consultant's notes
- Connaissances, compétences et expérience par domaine, each with evidence from the CV
- Parcours professionnel with the nature and size of each organisation
- Honorabilité, conflits d'intérêts and indépendance d'esprit, as declared
- Disponibilité et autres mandats, aptitude collective, points ouverts pour le dossier
What it's for: Placing a dirigeant effectif, administrateur or responsable de fonction clé in France, Belgium or Luxembourg.
WordDelivered as an editable Word file, or saved as PDF.
Who uses it
Search firms placing bank and insurance boards in France, Belgium and Luxembourg
A profil d'aptitude in French for every dirigeant or fonction clé candidate, in your brand.
Cabinets de chasse with a financial services practice
One consistent document from CVs in any language.
Every page of the example
The example is in Formatix branding with fictional content. When you pick this template, it is rebuilt with your logo, colours and fonts before you use it.
How you use it
- 1
Pick the template
Open Formatix, choose this template in Studio, and give us your website. We pull your logo, colours and fonts and rebuild the template in your brand. You see a sample before you use it.
- 2
Drop the CV and your notes
Upload the candidate's CV with your notes: the function, the institution and its authority, start, term and time commitment, the candidate's declarations on honorabilité, conflicts and mandates, and what is still open. One credit fills one document.
- 3
Check and send
The filled document appears beside the original for checking. Edit anything in place, then download the Word file or save it as PDF.
Download or automate? The free download is a plain file you fill in by hand. In Formatix the template is rebuilt in your brand, with your logo, colours and fonts taken from your website, and filled from a CV or your notes in about a minute. What you keep is the finished document: an editable Word, PowerPoint or Excel file.
Ask for changes in plain words, such as "move the photo to the right" or "add a Languages section", and the template is updated with the rest of its formatting kept. If you already have a document you send clients, upload that instead and Formatix turns it into a template. How Studio builds templates
Questions about this template
- Is the profile in French?
- Yes, entirely, even when the CV is in English. Names of institutions, schools and degrees stay as written.
- Is this the ACPR or ECB questionnaire?
- No. It is a Formatix candidate document that supports the questionnaire. The institution still completes and files the official form.
- Will Formatix say the candidate has no conflicts or a clean record?
- Only if your notes say so. Reputation, conflicts of interest, independence of mind and time commitment are filled from the candidate's declarations and your checks. With no notes, these sections stay empty; Formatix never draws them from the CV.
- Can I download this template?
- Yes. A free, editable Word version with neutral branding and a fictional example candidate is on this page, to fill in by hand. To have it rebuilt in your brand and filled automatically, use it in Formatix; you keep an editable Word file.
- Is there a French version of this page?
- Yes, at /fr/modeles/profil-aptitude-fit-and-proper.
Related templates and pages
WordFit and proper board profile (EU banks)The suitability profile an executive search firm prepares when it places a board member, executive or non-executive, or a key function holder such as a CFO, CRO or head of compliance at an EU bank or investment firm, so the institution can complete the supervisor's fit and proper questionnaire. In the order of the EBA/ESMA suitability guidelines and the ECB questionnaire: the appointment, the consultant's summary, knowledge and experience by area with evidence, career with the nature and size of each organisation, education, then reputation, conflicts of interest, time commitment and mandates, independence of mind, collective suitability and open points, all from your notes only. Supports the questionnaire, never replaces it.
WordBoard and NED CVA board CV for non-executive directors, chairs and trustees: the board roles beside the photo or initials, three board credentials (sectors, board experience, professional standing, as stated), the current board portfolio with committees and start dates, board contribution, previous board roles, the executive career condensed to one line of scope per role, education and memberships.
ExcelBoard collective suitability matrix (Excel)The collective suitability matrix of a bank's or insurer's management body in Excel, for the nomination committee and the search firm planning an appointment the supervisor will assess: current, leaving and proposed members as columns, the areas the EBA/ESMA guidelines ask the body to cover collectively as rows, ratings 1 to 3 from your notes with live counts of members rated 2 or 3 and a coverage flag, independence, and a time commitment sheet with each member's directorships as counted under CRD Art. 91(4) and the Art. 91(3) limit check. A working tool, not the EBA's own template.
Use the profil d'aptitude du dirigeant (french fit and proper profile) in your brand
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