About Us
Operating in a highly regulated industry requires a micro managed approach and a critical focus on processes and systems . The development and implementation of new partner products and/or services are overseen by experienced Key Individuals who understand the Financial Services Industry and it’s various complexities.
SPECIALISTS IN THE FINANCIAL SERVICES INDUSTRY INTEGRATING THE DIGITAL WORLD WITH THE REAL WORLD
AUTHORIZED CATEGORIES
| Category Description | Advice Non-automated | Intermediary Other |
| CATEGORY I | ||
| Long-Term Insurance subcategory A | X | X |
| Short-Term Insurance Personal Lines | X | X |
| Long-Term Insurance subcategory B1 | X | X |
| Long-term insurance subcategory B2 | X | X |
| Long-term Insurance subcategory B2-A | X | X |
| Long-term Insurance subcategory B1-A | X | X |
| Short-term Insurance Personal Lines A1 | X | X |
| Crypto Assets | X | X |
| Long-Term Insurance subcategory C | X | X |
| Retail Pension Benefits | X | X |
| Short-Term Insurance Commercial Lines | X | X |
| Pension Funds Benefits | X | X |
| Shares | X | X |
| Money market instruments | X | X |
| Bonds | X | X |
| Derivative instruments | X | X |
| Participatory interests in a collective investment scheme | X | X |
| Long-term Deposits | X | X |
| Short-term Deposits | X | X |
| CATEGORY IV Assistance business FSP | ||
| Assistance business FSP | X |