Company Information

Get to know Capri Assessoria Financeira

Founded in 2009, Capri Investimentos is an office of Autonomous Investment Agents (Agente Autônomo de Investimentos) duly registered with the Brazilian Securities and Exchange Commission (CVM) and operating in partnership with XP Investimentos. The firm's mission is to provide personalized, high-quality financial advisory services, helping clients achieve their financial objectives through a comprehensive portfolio of investment products. They focus on building long-term, transparent relationships with clients by aligning their interests and providing strategic guidance for wealth preservation and growth.

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Financial Financial AdvisementPRIMARY
Financial Other Service

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Capri Assessoria Financeira

Brazil

Founded in

2019 (7 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

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

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.