Company Information

Get to know Conseils Patrimoine Services

Founded in 2004, Conseils Patrimoine Services (CPS) is a financial advisory firm specializing in independent wealth management. The company provides personalized support and strategies for individuals and professionals to build, manage, and transfer their assets. Their services encompass a holistic approach, including financial investments, real estate investment, retirement planning, tax optimization, and wealth structuring. CPS emphasizes its independence, which allows it to offer objective advice and select from a wide range of financial products and solutions without being tied to a specific bank or insurance company.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Conseils Patrimoine Services

France

Founded in

2009 (17 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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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.

Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

Security Information :

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ASIC

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.