Company Information

Get to know CGP-Conseils Fintech Gestion d'Actifs

CGP-Conseils is an independent wealth management firm based in France, dedicated to providing bespoke financial strategies for its clients. The firm operates with a mission to offer objective advice tailored to the individual needs, goals, and risk tolerance of each client. Their services encompass a wide range of financial planning areas, including financial investments (securities, life insurance), retirement planning, real estate investment advice, and tax optimization. As a registered Financial Investment Advisor (CIF), the company is regulated and committed to upholding professional standards in the French financial industry.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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CGP-Conseils Fintech Gestion d'Actifs

France

Founded in

2016 (10 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

Security Information :

BVI FSC

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.