23371462
9780978796662
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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.Fiduciary360 is the author of 'Self-Assessment of Fiduciary Excellence (SAFE) for Investment Advisors (U. S. Edition) : Defining a Global Fiduciary Standard of Excellence for Investment Advisors', published 2006 under ISBN 9780978796662 and ISBN 0978796667.
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