The investment industry does not stand still. The range of financial products available to investors continues to expand. Keeping abreast of the options and ensuring you have good investment solutions for your clients or Fund is a challenge.
Regulation is raising the bar with regards the obligation that Advisers and Fiduciaries have to demonstrate they have a sound investment due diligence, monitoring and compliance process that meets the best interest of their clients or beneficiaries. The ongoing Royal Commission of Inquiry into the Banking, Superannuation and Financial Services Industry in Australia has raised serious concerns around risk controls, regulatory compliance, and the impartiality of the advice offered to end investors.
MyFiduciary can help your organisation lift both its fiduciary standards and compliance obligations through the provision of efficient and comprehensive portfolio design, due diligence, monitoring and compliance tools. We will work with your organisation first to understand your requirements and systems, and then customise our services to your needs.