Finzo gets a global tick
Finzo Earns CEFEX Certification Representing Fiduciary Excellence.
Finzo announced that it has been officially certified by CEFEX, the Centre for Fiduciary Excellence, LLC, for the provision of fiduciary Investment Support Services.
The CEFEX certification is an independent recognition of Finzo’s commitment to the prudent practices required to provide support to fiduciaries. It is a hallmark accomplishment for Finzo as it signifies conformity to a recognised global standard of fiduciary excellence.
Finzo is among the first organizations globally to successfully complete this type of independent certification process.
“CEFEX is pleased to add Finzo to an elite group of firms who have demonstrated adherence to professional practices that define a standard of fiduciary excellence,” said CEFEX Managing Director Carlos Panksep.
“They have earned the right to use the CEFEX Mark which indicates the firm’s established practices are aligned with investors’ interests and worthy of trust and confidence.”
This standard specifies how a firm can help investors and fiduciaries manage the overall investment management process, including the selection and monitoring of investment managers as well as developing processes to implement investment strategies and fiduciary practices on an ongoing basis.
Finzo was subject to a rigorous audit of the investment support services guided by the “Prudent Practices® for Investment Advisors”, an industry-recognized handbook published by Fi360® Inc. that is grounded in law, regulation and professional best practices.
Nick Stewart, CEO of Finzo said, “At Finzo we have always enthusiastically embraced the fiduciary standard and put investor’s interests first. This accreditation assures our clients that at Finzo we hold ourselves to the highest standards when it comes to helping them serve their clients.”
Finzo NZ Limited Finzo is the second firm in New Zealand and one of the only 14 firms globally to achieve this prudent certification 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 under registrations.
Finzo provides their clients with integrated financial solutions which consist of a robust investment platform (finzoplatform), CRM, marketing & technology support and a community of growth-minded advisers.