Company Information

Get to know PensExpert GmbH

Founded in 2000 and headquartered in Lucerne, PensExpert AG is an independent service and consulting company operating within the Swiss pension market. The company offers a wide range of services for insured individuals, companies, pension funds, and foundations, focusing on occupational benefits (2nd pillar) and vested benefits. Their mission is to provide tailored, flexible, and transparent pension solutions, enabling clients to optimize their retirement assets through various investment strategies, including a high degree of freedom in investment choices.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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PensExpert GmbH

Germany

Founded in

2013 (13 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

(73 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.