Company Information

Get to know Cabinet CPR-Solutions - Conseil en gestion de patrimoine

Founded in 2008, Cabinet CPR-Solutions is an independent wealth management consulting firm (Conseillers en Gestion de Patrimoine - CGP) based in Écully, France. The company's mission is to provide objective, tailor-made financial strategies for individuals and professionals. Their approach begins with a comprehensive personal and financial assessment (bilan patrimonial) to build long-term solutions covering financial investments, real estate, retirement planning, tax optimization, and personal insurance. The firm emphasizes its independence from banking and insurance networks to ensure its advice is aligned solely with the client's best interests.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Cabinet CPR-Solutions - Conseil en gestion de patrimoine

France

Founded in

2019 (7 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

IUX

(2,284 reviews)

Mauritius

2015

(10 years)

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ASIC

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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.

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.