23371463
9780978796679
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A questionnaire based on the Prudent Practices for Investment Managers handbook. Used to analyze how well an Advisor meets a defined global fiduciary standard of excellence.Fiduciary360 is the author of 'Self-Assessment of Fiduciary Excellence (SAFE) for Investment Managers (Worldwide Edition) : Defining a Global Fiduciary Standard of Excellence for Investment Managers', published 2006 under ISBN 9780978796679 and ISBN 0978796675.
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