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Diversified Trust
United States
1994 (31 Years)
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Security Information
What are the differences in regulations for each
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.
Company Information
Get to know Diversified Trust
Company Information
Get to know Diversified Trust
Diversified Trust is a wealth management firm that helps to manage financial complexities to keep long-term commitments on track. The firm offers extensive OCIO services to its institutional clients including advisement on investment policy, spending, investment management (execution and oversight), reporting, communication, audit support, and planned giving initiatives. Their clients include individuals, multi-generational families, foundations, endowments, retirement plans, and family-owned businesses. Diversified Trust customized solutions can help address issues such as maximizing the transfer of wealth, retirement cash flow needs, education funding, philanthropic goals, asset protection, bill payment and expense management, record keeping, and document management, and family dynamics consulting. Diversified Trust was established in 1994 and is headquartered in Memphis, Tennessee, USA.
Industry
- Financial Other ServicePRIMARY
- Financial Wealth Management
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