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Canada
2018 (8 Years)
Last online: No recent activity
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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.
Get to know Conquest Planning
Company Information
Get to know Conquest Planning
Conquest Planning is a Canadian-based technology firm focused on revolutionizing the financial planning industry. Its core offering is an innovative, AI-powered platform designed to empower financial advisors to build and deliver hyper-personalized financial plans with greater efficiency and accuracy. The company's mission is to make complex financial advice more accessible and understandable for everyone. By leveraging its proprietary Strategic Advice Manager (SAM), the platform can rapidly generate and compare thousands of potential financial strategies, enabling advisors to collaborate with clients in real-time and demonstrate the impact of different life decisions on their long-term financial goals.
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