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South Africa
2015 (11 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 Legacy Family Wealth
Company Information
Get to know Legacy Family Wealth
Founded on the principles of providing objective and independent advice, Legacy Family Wealth operates as a fiduciary, multi-family office. The firm acts as a client's personal Chief Financial Officer, coordinating all aspects of their financial life, including investment management, estate and tax planning, risk management, and philanthropic strategies. They focus on delivering a highly personalized service to a limited number of high-net-worth clients to ensure a deep and comprehensive advisory relationship.
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