Clients Overview
Distinct groups of fiduciaries that have either attended the Accredited Investment Program (AIF®) or have simply determined that they wish to adopt and implement the Prudent Investment Practices frequently seek assistance from fi360 (Australasia) Ltd.
In response to this we have developed the fiduciaryLINK service. This provides both initial and ongoing governance assistance, as summarised below:
Charities and other Board Governed Entities
Board members and investment committees want to know what matters most, how to ask providers great questions and how to be effective.Accountants/Lawyers and Family Trusts
Accountants and lawyers have concerns for clients - unfortunately few have any formal training in investment governance.Financial Advisers
Financial Advisers wanting strong referrals, reliable client retention and reduced advice risk need to differentiate themselves.