Fiduciary Compliance Services
We provide fiduciary compliance services which help you to meet your fiduciary responsibilities. These services include:
- Introduction of investment stewards (trustees, investment committee members, etc.) to the prudent fiduciary practices developed by Foundation for Fiduciary Studies.
- Guidance of fiduciaries through a self assessment of their practices using formal procedures defined by the Centre for Fiduciary Excellence (CEFEX)
- Investment Services