Company Information

Get to know Blue Circle Advisory Services - An Accredited Old Mutual Agency Franchise

Blue Circle Advisory Services is an authorized financial services provider (FSP 49216) and an accredited Old Mutual Agency Franchise based in Sandton, South Africa. The company operates as a specialist risk and investment management consultancy, offering a comprehensive suite of financial advisory services. Their offerings include financial planning, investment planning, retirement planning, estate planning, risk cover (life insurance, disability), employee benefits, medical aid, and short-term insurance, primarily leveraging products from Old Mutual. Their mission is to partner with clients to create, grow, and protect their wealth through personalized financial advice.

Industry

Financial Financial AdvisementPRIMARY
Financial Other Service

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Blue Circle Advisory Services - An Accredited Old Mutual Agency Franchise

South Africa

Founded in

2016 (10 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)

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Warning

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.

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.