Company Information

Get to know Sofitech FIM Sud-Ouest

Sofitech FIM Sud-Ouest is an independent wealth management consulting firm based in Bordeaux, France. The company specializes in providing a comprehensive range of financial services tailored to individuals and professionals. Their core mission is to support clients in building, managing, and passing on their assets through personalized strategies. Their services encompass financial investment advice (as a registered CIF - Conseiller en Investissements Financiers), insurance and reinsurance brokerage, and licensed real estate transactions. They operate under the supervision of French financial authorities, including registration with ORIAS.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Sofitech FIM Sud-Ouest

France

Founded in

1961 (65 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.

Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 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.