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United Kingdom
12月 2019 (6 Years)
Last online: No recent activity
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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.
Get to know Punter Southall Wealth
Company Information
Get to know Punter Southall Wealth
Punter Southall Wealth was a wealth management company providing bespoke financial planning and discretionary investment management services to private clients, charities, trusts, and pension schemes in the UK. Founded as Punter Southall Financial Management in 2001, it grew to become a significant player in the UK wealth sector. In 2021, Canaccord Genuity Group Inc. announced its acquisition of Punter Southall Wealth, a deal that was completed in 2022. The business has since been fully integrated and rebranded, now operating as part of Canaccord Genuity Wealth Management in the UK, continuing its mission to help clients achieve their financial goals through personalised advice and investment solutions.
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