FYG Planners are proud to announce Fowler’s Group have become the second advisory business under our AFSL to become certified for fiduciary excellence by CEFEX.
Fowler’s Group joins the elite group of Investment Advisors globally to successfully complete the independent certification process.
The standard describes how an Investment Advisor assumes the responsibility for managing a client’s overall investment management process, which includes the selection, monitoring and de-selection of investment managers, as well as developing processes to implement investment strategies and fiduciary practices on an ongoing basis.
According to the General Manager of the Centre for Fiduciary Excellence, Carlos Panksep, “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. This indicates the firm’s interests are aligned with those of investors.”
Fowler’s Group has been certified for strategic financial planning and investment portfolio management for individuals, trusts and charitable entities. Fowler’s Group is registered at www.cefex.org, where its certificate can also be viewed.