Company Information

Get to know planserve data systems

Founded in 1999, PlanServe Data Systems Ltd is a technology company specializing in the development and provision of software for the administration of Self-Invested Personal Pensions (SIPP) and Small Self-Administered Schemes (SSAS). The company's mission is to deliver comprehensive, compliant, and efficient pension administration platforms, backed by deep industry expertise and long-term client support. Their core product, PlanServe, is designed to manage all aspects of pension scheme administration for their clients in the financial services sector.

Industry

Technology Software DevelopmentPRIMARY
Financial Other Service

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planserve data systems

United States

Founded in

2008 (18 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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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.