fi360 Australasia

fi360 Australasia

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The Law Defines the Standard

The Practices represent the minimum process prescribed by law.

The Criteria (within each practice) detail a Global Standard of Excellence, or the practical detail for implementing the practices.

Substantiation for the Practices illustrates the extent to which legislation or case law reflects the principles outlined by the Practices

Training by fi360 Australasia Ltd is provided under licence to the Center for Fiduciary Studies, which is associated with the University of Pittsburgh USA. It provides a comprehensive overview of fiduciary standards of care, with the New Zealand course offered in association with Massey University.

The Accredited Investment fiduciary (AIF®) qualification course attracts attendees from a broad range of professional backgrounds including investment committee members, financial advisers, accountants, lawyers, trustees and private investors.

Practical implementation may initially appear daunting to some. fi360 supports fiduciaries with implementation specifically including:

Symbolised by the lighthouse, fi360 seeks to illuminate all areas of potential risk within an entity and provides a methodology for a full 360 degree review of the investor/provider relationship.

Investor benefits flow from the fiduciary practices being completely implemented. Those who offer genuine value now have the opportunity to receive a certification from the independent, recognised verification process via CEFEX (Center for Fiduciary Excellence).

Investors, beneficiaries and charitable donors can be assured that those who have voluntarily undertaken to implement these standards with the support of fi360 will be a cut above others in the investment community.

For all questions regarding fiduciary standards and methods of assessment,

Link to the international site of fi360.