Regional Vice President of Sales The Retirement Plan Company
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Loan & Distribution Specialist AimPoint Pension
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Bates & Company, Inc.
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AimPoint Pension
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Compass
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Press Release Finzo NZ Limited is Certified for Investment Support Services |
Issued by Centre for Fiduciary Excellence [CEFEX] June 10, 2019 |
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. About CEFEX®: About Fi360®: BL:hh |
View More Press Releases by Centre for Fiduciary Excellence [CEFEX]
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