What it Means to be CEFEX Certified
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Adherence to a fiduciary standard
MyFiduciary holds a CEFEX certification for our investment support services. We meet the highest global fiduciary standards set by the international Centre for Fiduciary Excellence (CEFEX). A fiduciary has a legal or ethical relationship of trust with another and prudently takes care of money or assets for another person. A fiduciary standard means we act in the best interest of the clients we serve, which include Advisers, Charities, Foundations, Māori and Iwi organisations, Pension Providers, and Industry Bodies. Verified by annual audits CEFEX firms voluntarily undertake annual audits by independent fiduciary experts. This verifies their adherence to the fiduciary standard and is supplemental to the oversight performed by most financial regulators. The objective is simple: to protect investors. Client Benefits A CEFEX-certified firm places your interests first and will realise investment objectives sooner, better align investment services to expenses, and be accountable for actions taken. |
