Secure and simple investing

Our operations are governed by EU regulations such as the European Markets in Financial Instruments Directive (MIFID II) and within this framework we are determined to build trustworthy relationships with our clients. To safeguard your assets we are at all times acting in accordance with our professional standards and the prudent person rule. More specifically:

Cash

We keep all of your cash in segregated client accounts with major EU credit institutions.

Review

We are regulated and supervised under ESMA authorities holding constant internal audit & regular external audits.

Investments

We use established Investment Banks to safeguard your investments.

Technology

Our inhouse development team has built the LifeGoals Financial Technologies Manager platform with security in mind and work with a range of trusted partners. You can learn more about how we protect and secure your information by visiting our Trust Center.