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Get to know Charlotte Estate Planning Council (CEPC)

The Charlotte Estate Planning Council is an organization for professionals involved in the estate planning process. Its membership is comprised of local attorneys, certified public accountants, trust officers, financial planners, and life insurance agents. The council's mission is to foster a better understanding of the roles and responsibilities of these diverse disciplines, promote collaboration and networking among its members, and provide high-quality educational programs to enhance their professional development in the field of estate planning.

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Charlotte Estate Planning Council (CEPC)

United States

Founded in

2004 (22 Years)

Founded

Last online: No recent activity

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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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.

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