Company Information

Get to know Cabinet Orizon Patrimoine

Cabinet Orizon Patrimoine is an independent advisory firm specializing in wealth management for individuals and professionals. Founded on the principles of personalized support, expertise, and independence, the firm assists clients in building, managing, and passing on their assets. Their services cover a wide spectrum of financial needs, including financial investment advice, life insurance, retirement planning, real estate investment, and tax optimization strategies. The company is a member of the Chambre Nationale des Conseils en Gestion de Patrimoine (CNCGP) and is regulated as a Financial Investment Advisor (CIF) in France.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Cabinet Orizon Patrimoine

France

Founded in

2013 (13 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

Security Information :

BVI FSC

Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.