Company Information

Get to know Wealth Partners (Old Mutual AFD Franchise)

Wealth Partners is an authorised Financial Services Provider (FSP 44844) and an Old Mutual Agency Franchise, established in 2013. The company focuses on providing professional, holistic financial advice to help clients achieve their financial goals. Their services are built on long-term client relationships and cover key areas including retirement planning, investment planning, risk planning (insurance), and estate planning. They serve a diverse client base, from individuals and families to small business owners.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Wealth Partners (Old Mutual AFD Franchise)

South Africa

Founded in

2014 (12 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.

Markets.com

(326 reviews)

United States

2008

(18 years)

Security Information :

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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.