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Get to know PIMFA - Personal Investment Management & Financial Advice Association

The Personal Investment Management & Financial Advice Association (PIMFA) is the UK's leading trade body for the wealth management, investment services, and financial advice sector. Formed in June 2017 from the merger of the Wealth Management Association (WMA) and the Association of Professional Financial Advisers (APFA), PIMFA's mission is to create an optimal operating environment so that its member firms can deliver the best outcomes for their clients. It represents its members' interests to the government, regulators, and other policymakers, and provides industry-leading guidance, training, and events.

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PIMFA - Personal Investment Management & Financial Advice Association

United Kingdom

Founded in

1991 (35 Years)

Founded

Last online: No recent activity

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Markets.com

(326 reviews)

United States

2008

(18 years)

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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.