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View More Press Releases by Centre for Fiduciary Excellence [CEFEX]

Press release:

Paris International is Certified for Fiduciary Excellence

Issued by: Centre for Fiduciary Excellence [CEFEX]

Date: Jan. 13, 2020

PITTSBURGH, JANUARY 10, 2020 – CEFEX, the Centre for Fiduciary Excellence, LLC, has certified Paris International in Great Neck, NY to the standard described in the handbook “Prudent Practices® for Investment Advisors”. Paris International joins the elite group of Investment Advisors to successfully complete the independent certification process.

The standard describes how an Investment Advisor assumes the responsibility for managing a client’s overall investment management process, which includes 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 Vice President, Centre for Fiduciary Excellence, Carlos Panksep, “Through CEFEX’s independent assessment, the certification provides assurance to individual and institutional clients, that Paris International has demonstrated adherence to the industry’s best fiduciary practices. This indicates the firm’s interests are aligned with retirement plan participants and investors.”

Paris International is certified in ERISA DC Plans & DB Plans as an investment advisor representative of the Commonwealth Financial Network. Paris International is registered on this public page, where its certificate can also be viewed.

The standard is substantiated by legislation, case law and regulatory opinion letters from the Employee Retirement Income Security Act (ERISA), the Investment Advisers Act of 1940, the Uniform Prudent Investor Act (UPIA), the Uniform Prudent Management of Institutional Funds Act (UPMIFA) and the Model Management of Public Employee Retirement Systems Act (MMPERSA) in the U.S.

A full copy of the standard can be downloaded from CEFEX at www.cefex.org and a summary can be viewed by clicking on Paris International’s on-line Independent Assessment Report. More information about Paris International is available at www.parisint.com.

About CEFEX®:
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 is based in Pittsburgh, PA and www.cefex.org. Connect to CEFEX via Twitter or LinkedIn.

About Fi360®:
Fi360, now part of Broadridge Financial Solutions, Inc. is a fiduciary education, training and technology company, and 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™ and the Fi360 Fiduciary Score®. Fi360 is also the parent company of CEFEX. Learn more at www.fi360.com via Twitter or on LinkedIn.

About Commonwealth Financial Network
Founded in 1979, Commonwealth Financial Network, Member FINRA/SIPC, is the nation’s largest privately held Registered Investment Adviser–independent broker/dealer, with headquarters in Waltham, Massachusetts, and San Diego, California. J.D. Power ranks Commonwealth “#1 in Independent Advisor Satisfaction Among Financial Investment Firms, Six Times in a Row.” The firm supports approximately 1,950 independent financial advisors nationwide. For more information, please visit www.commonwealth.com.

Commonwealth received the highest score in the independent advisor segment of the J.D. Power 2010, 2012, 2013, 2014, 2018 and 2019 Financial Advisor Satisfaction Studies of customers’ satisfaction among financial advisors. Visit jdpower.com/awards.

About Paris International
Paris International has been providing individuals and organizations with financial guidance since 1970. Located at 10 Cuttermill Road, Suite 302, Great Neck, NY 11021 ~ 516.487.2630, the firm prides itself on crafting unique strategies for each client. For more information, please visit www.parisint.com.

Securities and advisory services offered through Commonwealth Financial Network®, member FINRA/SIPC, a Registered Investment Adviser. Fixed Insurance products and services offered through CES Insurance Agency or Paris International.

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View More Press Releases by Centre for Fiduciary Excellence [CEFEX]


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