Company Information

Get to know The Contract Source & Submissions Group

Founded in 1987, The Contract Source & Submissions Group operates as a premier business process outsourcing (BPO) partner for financial advisors and insurance professionals. The company's core mission is to streamline the administrative and submission processes for annuity and life insurance contracts, allowing advisors to focus on their clients. Their services include comprehensive case management, pre-sale support, application scrubbing and submission, and licensing and contracting assistance, effectively acting as an external back office to increase efficiency and accuracy for their partners.

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Financial Other ServicePRIMARY

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The Contract Source & Submissions Group

United States

Founded in

2001 (25 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.

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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.