Self-Assessment of Fiduciary Excellence (SAFE) for Investment Advisors (U. S. Edition)
Download or Read eBook Self-Assessment of Fiduciary Excellence (SAFE) for Investment Advisors (U. S. Edition) PDF written by Fiduciary360 and published by . This book was released on 2006-01-01 with total page pages. Available in PDF, EPUB and Kindle.
| Author | : Fiduciary360 |
| Publisher | : |
| Total Pages | : |
| Release | : 2006-01-01 |
| ISBN-10 | : 0978796667 |
| ISBN-13 | : 9780978796662 |
| Rating | : 4/5 (67 Downloads) |
Book Synopsis Self-Assessment of Fiduciary Excellence (SAFE) for Investment Advisors (U. S. Edition) by : Fiduciary360
Book excerpt: A questionnaire based on the Prudent Practices for Investment Advisors handbook. Used to analyze how well an organization meets a defined global fiduciary standard of excellence.
