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United States
1995 (31 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 Wealth Management Institute ltd.
Company Information
Get to know Wealth Management Institute ltd.
Established in 2003 by GIC and Temasek, the Wealth Management Institute (WMI) is a non-profit educational and research institute dedicated to building capability and talent in the wealth and asset management industry. It offers a comprehensive suite of practice-based education and certification programmes for financial professionals, covering areas from client advisory and investment strategy to compliance and trust services. WMI works closely with regulators and the financial industry to develop talent pipelines and foster thought leadership in Asia.
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