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The Milestone Group

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Australia

Founded in

1998 (27 Years)

Founded

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Security Information

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    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.

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    Company Information

    Get to know The Milestone Group

    Milestone Group is a global provider of investment technology solutions for asset managers, fund product manufacturers, fund distributors, life and pension companies, and fund service providers. We are a technology company, born from a consulting and operational heritage which allows us to understand the bigger picture. Our company is recognized globally as a thought leader and an architect of new enterprise business solutions for the funds industry. Our solutions continue to lead the industry towards enhanced best practice in efficiency and control in new areas through ongoing research and development. We have established operations in Boston, London and Cape Town, with our headquarters in Sydney, Australia. Our clients operate our solutions across 15 countries, and we provide 24 x 7 follow-the-sun support operations. Our team is grounded on the principal of industry experience. Our people are drawn from the world’s most highly regarded investment houses, fund distributors, banks and financial administrators, many having direct operations management experience. Our Purpose is to improve revenues with innovative technology, drive down costs with in-built efficiency and reduce risk with design simplicity. Our clients are some of the world’s leading financial institutions – asset managers, life companies, pension funds, fund distributors, and administrators. Each seeks measurable growth, founded on making sound decisions about their technology for today and for the future. Our pControl solutions help organizations deliver new products to market, with speed and agility, safety of operations, and low operating cost. pControl integrates seamlessly with existing core technologies and is trusted by the industry’s leading firms to enable their investment product strategies.

    Industry

    • Financial Other ServicePRIMARY

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