Company Information

Get to know L'instant Patrimoine

L'instant Patrimoine is an independent wealth management consulting firm based in Paris, France. The company's mission is to provide tailor-made support to its clients for the creation, development, and transmission of their wealth. It operates on a model of independence from banks and insurance companies, allowing it to offer objective advice across a wide range of financial products, including life insurance, retirement savings plans, real estate investments, and private equity. The firm emphasizes a holistic and long-term approach to asset management for individuals and professionals.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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L'instant Patrimoine

France

Founded in

2003 (23 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

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This company is currently Unproved.

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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.