At Fowler’s Group, we like to think we’re operating on a world’s best practice basis when it comes to our standards, particularly those around helping our clients.
Yet, we weren’t content to be just taken at our word, so we worked hard to be accredited as a Centre for Fidicuary Excellence (CEFEX) certified advice firm.
After that exhausting process, Fowler’s Group was officially certified by CEFEX in August 2016 as adhering to all their practices and criteria in the conduct of a fiduciary investment advisory business.
This makes Fowler’s Group part of an elite group of global investment advisers to successfully complete the independent certification process.
When Fowler’s Group was accredited, General Manager of CEFEX Carlos Panksep noted our standards were of the highest quality.
“Through CEFEX’s independent assessment, the certification provides assurance to investors, both institutional and individual, that Fowler’s Group has demonstrated adherence to the industry’s best fiduciary practices,” Mr Panksep said.
“Importantly, this indicates the firm’s interests are aligned with those of investors.”
Fowler’s Group Director Jason Fowler said: “We’re extremely proud of this achievement, as we’re one of only four CEFEX certified firms in Australia.”
So who are CEFEX and why does this matter?
CEFEX is an independent global assessment and certification organisation. It works closely with investment fiduciaries and industry experts to provide comprehensive assessment programs to improve risk management for institutional and retail investors. CEFEX certification helps determine trustworthiness of investment fiduciaries.
If you’d like to know more, a full copy of the standard can be downloaded from CEFEX at www.cefex.org
