Company Information

Get to know FP Finanzpartner Schweiz GmbH

Founded in 2013, FP Finanzpartner Schweiz GmbH is an independent financial services provider headquartered in Zug, Switzerland. The company's mission is to offer neutral, comprehensive, and tailored consulting by analyzing a client's complete financial situation. Their core services cover pension planning, investments, insurance, mortgages, and tax optimization. They emphasize long-term partnerships with their clients, acting as a central point of contact for all financial matters rather than being tied to any specific bank or insurance company.

Industry

Financial Financial AdvisementPRIMARY
Financial Other Service

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FP Finanzpartner Schweiz GmbH

Switzerland

Founded in

2021 (5 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

(74 reviews)

Cyprus

2009

(17 years)

Security Information :

CySEC

FSCA

DFSA

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.