CEFEX is an Independent Global Assessment and Certification Organisation
CEFEX provides comprehensive assessment programs to verify an entity's adherence to a defined standard of investment governance and process. CEFEX certification helps validate trustworthiness.
In a time of regulatory scrutiny of the finance industry, trust in advice and asset management is more important than ever. Investors are looking for proof of their investment provider's integrity and capability. Conversely, investment firms and advisers are looking to show investors that their trust is warranted. Donors are also wanting to ensure that foundations and charities can well-manage their bequests.
CEFEX provides an independent recognition of an organisations conformity to a defined Standard of Practice, and hence is positioned to earn the public's trust. This annually renewable registration serves trustees, investors and donors who require assurance that their investments or bequests are being managed according to commonly accepted best practices.
Fiduciary certification programs are based on Prudent Practice handbooks published by Fi360.
Why Work with a CEFEX Adviser?
Current CEFEX Certified Firms in Australia and New Zealand
Bloomsbury Associates, Wellington CBD.
Cambridge Partners, Christchurch CBD, Canterbury.
Collaborative Consulting, Auckland.
Consilium, Christchurch, Canterbury.
Oldershaw and Co, Napier, Hawkes Bay.
Polson Higgs Wealth Management, Dunedin, Otago.
Rutherford Rede, Ponsonby, Auckland.
Stewart Financial Group, Hastings, Hawkes Bay.
If your organisation would benefit from an assessment of its investment governance please get in touch.