Company Information

Get to know magnacarta patrimoine

Founded in 2004, Magnacarta is a prominent federation of independent wealth management advisors (Conseillers en Gestion de Patrimoine - CGP) in France. The company's mission is to unite, support, and promote these independent professionals by providing them with a complete ecosystem of services. This includes legal and regulatory compliance support, professional training, advanced digital tools, and access to a curated selection of financial and real estate investment products. By centralizing these resources, Magnacarta enables its member advisors to enhance their expertise and focus on delivering high-quality, personalized wealth management services to their end clients.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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magnacarta patrimoine

France

Founded in

1993 (33 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.

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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.