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SAFE: Self-Assessment of Fiduciary Excellence (PDF)
Fi360 
May 9, 2006
8 pages. Excerpt: This SAFE (Self-Assessment of Fiduciary Excellence) is intended to assist an Investment Advisor, or the public, in analyzing how well an Advisor meets a defined global fiduciary standard of excellence. The questions also can serve as the basis for framing an Investment Advisor's leadership quotient, the standard of care which exceeds minimum standards defined by securities regulators.
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