|Pittsburgh, PA, June 7, 2019 - CEFEX, Centre for Fiduciary Excellence, LLC, has certified Finzo NZ Limited of Hastings, New Zealand for the provision of fiduciary investment support services in adherence with a standard of excellence. Finzo is among the first organizations globally to successfully complete this type of independent certification process.
The standard "Prudent Practices for Investment Support Services" is part of the "Prudent Practices for Investment Fiduciaries" series of standards published by Fi360® Inc. of Pittsburgh, PA. This global standard specifies how a firm can help investors and fiduciaries manage the overall investment management process, including the selection, monitoring and de-selection of investment managers as well as developing processes to implement investment strategies and fiduciary practices on an ongoing basis. According to the Managing Director of the Centre for Fiduciary Excellence, Carlos Panksep, "Through CEFEX's independent assessment, the certification provides assurance to investors that Finzo has demonstrated adherence to the industry's best practices."
Finzo NZ Limited has been certified to provide fiduciary adviser support services including asset allocation, provider selection due diligence, monitoring, administrative support and adviser processes for client engagement. Finzo is registered at www.cefex.org where its certificate can also be viewed.
The Prudent Practices for Investment Support Services standard can be viewed by clicking on Finzo's on-line CEFEX certificate. More information on Finzo NZ Limited is available at: www.finzo.co.nz.
CEFEX, Centre for Fiduciary Excellence, LLC, an Fi360® company, is an independent certification organization. CEFEX works closely with industry experts to provide comprehensive assessment programs to improve the fiduciary practices of investment stewards, advisors, recordkeepers, administrators and managers. CEFEX works closely with industry experts to provide comprehensive assessment programs to improve the fiduciary practices of investment stewards, advisors, recordkeepers, administrators and managers. CEFEX is based in Pittsburgh, PA. Connect to CEFEX at www.cefex.org, via Twitter @CEFEX1 and on LinkedIn @CEFEX.
Fi360, a fiduciary education, training and technology company, helps financial intermediaries use prudent fiduciary practices to profitably gather, grow and protect investors' assets. Since 1999, the firm has provided financial professionals with the tools necessary to act as a fiduciary in their work with investors. Headquartered in Pittsburgh, PA, Fi360 is the home of the Accredited Investment Fiduciary® (AIF®) designation, the Fiduciary Focus Toolkit(tm) and the Fi360 Fiduciary Score®. Fi360 is also the parent company of CEFEX. Learn more at www.fi360.com via Twitter or on LinkedIn