Fiduciary Practices Handbooks Series

After an extensive review and collaboration with independent industry experts and the AICPA (as technical editors), the new handbook series has been released for the US.  The practices themselves have not fundamentally changed but rather have been regrouped in places and the commentary has been improved.  We have commenced work on amended versions suitable for advisers and trustees in New Zealand.  

Additionally, fi360 Pacific has commenced adaptation for a specialised Australian Superannuation handbook. 

The revised practices also mean the Accredited Investment Fiduciary and Fiduciary Essentials training courses will be provided with upgraded content.

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