Company Information

Get to know DXI Planejamento Financeiro

DXI Planejamento Financeiro is an independent financial planning consultancy founded to address the specific financial challenges and opportunities faced by Brazilians living overseas. The company focuses on creating personalized strategies that encompass investments, international taxation, succession planning, and retirement, all tailored to the complex regulatory and financial environments of their clients' host countries and Brazil. Their mission is to help expatriates protect and grow their wealth, organize their financial lives, and achieve financial independence regardless of their location.

Industry

Financial Financial AdvisementPRIMARY
Financial Other Service

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DXI Planejamento Financeiro

Brazil

Founded in

2006 (20 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.