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Plannery
United States
06 Jun 2018 (7 Years)
Last online: No recent activity
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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 Plannery
Company Information
Get to know Plannery
Plannery is a financial planning app targeting the 65% of Americans who have no/limited access to financial planning. Financial anxiety is the # 1 reason for stress in America. Financial planning has proven to help but access is limited to the high net worth audience. With Plannery, we are changing that.
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- Financial Other ServicePRIMARY
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